Free, customizable email templates for professionals. Copy, personalize with variables, and send in seconds. No signup required.
11 templates
Request all necessary documents from new clients after engagement letter is signed to begin tax preparation or accounting services.
"Dear {{client_name}},"
First gentle reminder to clients who haven't submitted all required documents for their tax return or accounting work.
"Hi {{client_name}},"
Second, more urgent reminder when clients are significantly past deadline and at risk of missing filing deadlines or incurring penalties.
"Dear {{client_name}},"
Final notice before filing an extension or removing client from current filing queue due to missing documents.
"Dear {{client_name}},"
Proactive reminder to clients about upcoming tax deadlines including quarterly estimates, annual filings, and other important dates.
"Dear {{client_name}},"
Professional notification to clients about upcoming fee increases for accounting or tax preparation services.
"Dear {{client_name}},"
Professional response when clients request work outside the original engagement scope, clearly communicating additional fees required.
"Dear {{client_name}},"
Notify clients that their tax return or financial statements are ready for review and request necessary signatures for filing.
"Dear {{client_name}},"
Professional email for delivering difficult news to clients such as unexpected tax liability, audit notices, or other unfavorable findings.
"Dear {{client_name}},"
Request referrals from satisfied clients after successfully completing their tax return or accounting engagement.
"Hi {{client_name}},"
Professional letter to formally end a client relationship, whether due to non-responsiveness, difficult behavior, or firm capacity constraints.
"Dear {{client_name}},"
18 templates
Warm, empathetic response to new client inquiry
"Dear {{CLIENT_NAME}},"
Prompt reply to a new inquiry with a clear consultation next step
"Hi {{client_name}},"
Request needed documents to keep the matter on schedule
"Hi {{client_name}},"
Clear update on current case status with the next milestone
"Hi {{client_name}},"
Communicate a negative development and present clear options
"Hi {{client_name}},"
Friendly reminder about an outstanding invoice
"Hi {{client_name}},"
Confirm a new inquiry and direct the prospect to schedule a consultation
"Hello {{client_name}},"
Follow up when no consultation has been booked
"Hello {{client_name}},"
Last follow-up before closing the loop on an inquiry
"Hello {{client_name}},"
Professional letter to formally end a client relationship, whether due to non-responsiveness, difficult behavior, or firm capacity constraints.
transactional
Warm, empathetic response to new client inquiry
welcome
Automated instant response to potential client inquiries. Part of the intake system that responds before they call another firm.
transactional
Confirm the consultation with preparation details.
transactional
Day-before reminder to reduce no-shows.
transactional
Follow up after consultation to close the engagement.
transactional
Second follow-up if they haven't engaged.
transactional
Proactive case update to keep clients informed and reduce status check calls.
transactional
Professional, formal review request sent after case completion. Designed to increase authentic reviews on Google Business Profile, Avvo, and Martindale-Hubbell while maintaining attorney-client relationship standards.
transactional
9 templates
Quick, professional response to new property inquiry
"Hi {{LEAD_NAME}},"
Quick, professional response to new property inquiry
transactional
Automated instant response to portal and website leads. First to respond wins—this triggers within minutes of inquiry.
transactional
Follow-up if no response to first email. Add value with market insight.
transactional
Third contact. Reference their inquiry and make scheduling easy.
transactional
Final sequence email. Leave the door open.
transactional
Follow up after a property showing to gauge interest.
transactional
Celebrate the closing and set up future touchpoints.
transactional
Annual check-in with past clients to stay top of mind.
transactional
1 template
21 templates
Deliver the initial quote immediately and give clear next steps.
"Preheader: Here's your estimated premium - plus I'm checking for better rates ri..."
Check in 24 hours later to prompt review and invite questions.
"Preheader: Following up on the coverage options I sent yesterday"
Send a helpful guide to build trust and reduce confusion.
"Preheader: Your free guide to making the right insurance decision"
Use reviews and proof to overcome hesitation and build credibility.
"Preheader: Real reviews from business owners like you"
Ask what’s holding them back and invite direct feedback.
"Preheader: Is there anything specific holding you back?"
Explain why using a broker can save money and improve coverage options.
"Preheader: This one thing could save you hundreds on your {{coverage_type}}"
Add urgency by reminding prospects of risks of operating uninsured.
"Preheader: What happens if you operate without proper coverage"
Final outreach before moving the lead to inactive or nurture.
"Preheader: Moving your file to inactive unless I hear back"
A friendly 30-day check-in to stay top-of-mind.
"Preheader: Making sure you have our contact info saved"
Confirm whether the prospect is still interested and offer updated rates.
"Preheader: Still in the market for {{coverage_type}}?"
Quarterly re-engagement that invites a scheduling link click.
"Preheader: Are we still in the running for your business?"
Six-month outreach highlighting rate, carrier, and needs changes.
"Preheader: Would love a second chance to earn your business"
Close the loop after long-term outreach while inviting a reply.
"Preheader: Closing your file unless I hear back"
Reach out 30 days before renewal to compete for the business again.
"Preheader: I have new rates this year - let me compete for your business"
Send a last-chance reminder shortly before renewal.
"Preheader: Your renewal is likely this month - let me save you money"
Offer a coverage review to cross-sell other policy types.
"Preheader: As a valued customer, let us review your other policies"
Follow up after the check-up offer if no response.
"Preheader: Let us help you save across all your coverage"
Reconnect with dormant leads and offer tune-up options.
"Preheader: A while back you requested a quote - let's reconnect"
Second re-engagement nudge if no response.
"Preheader: Let us help you save on your policies"
Win back canceled/lapsed customers with savings + risk framing.
"Preheader: We can help you stay protected and save money at the same time"
Second reactivation email reinforcing protection + a quick call CTA.
"Preheader: See if you can save on any of your policies"
25 templates
Engaging welcome email for new subscribers
"Hey {{SUBSCRIBER_NAME}}!"
Immediately deliver a free guide, checklist, or video after opt-in and set expectations.
"Hey {{first_name}},"
Welcome new subscribers, re-link the freebie, and build connection with your origin story.
"Hey {{first_name}},"
Share your most valuable content to deepen trust and authority.
"Hey {{first_name}},"
Introduce your paid course with a low-pressure walkthrough or demo.
"Hey {{first_name}},"
Collect direct feedback from subscribers to guide future content and offers.
"Hey {{first_name}},"
Invite subscribers to ask questions and reduce buying friction.
"Hey {{first_name}},"
Announce a limited-time flash sale with value stacking, pricing, and a clear CTA.
"Hey {{first_name}},"
Remind subscribers the sale ends tomorrow and reinforce value + social proof.
"Hey {{first_name}},"
Create maximum urgency on the final day with price contrast and guarantee.
"Hey {{first_name}},"
Collect replies from non-buyers to learn objections and improve future promos.
"Hey {{first_name}},"
Personal, non-extractive testimonial request sent after course completion. Uses reply-based format to collect authentic feedback and testimonials while reducing pressure and defensiveness.
transactional
Content-first nurture email that notifies your email list when a new podcast episode is released. Highlights compelling ideas, explains why the episode is worth their time, uses curiosity and relevance instead of hype, and drives traffic to the podcast without overwhelming the reader.
newsletter
Announce a short-term flash sale and anchor value before discount. First email in 3-4 day flash sale campaign. Sent morning of Day 1.
newsletter
Reminder email with social proof sent 2 days before sale ends. Second email in flash sale campaign.
promotional
Final day urgency email with last chance messaging. Third email in flash sale campaign. Sent on final day of sale.
promotional
Feedback and objection discovery email sent 2-3 days after sale ends. Genuinely asks what stopped them from purchasing. Final email in flash sale campaign.
promotional
Automated lead magnet delivery that triggers instantly on opt-in. Begins the nurture sequence that builds relationship before selling.
transactional
Launch email announcing course enrollment is open.
transactional
Recover abandoned checkouts with objection handling.
transactional
Welcome new students with clear first steps.
welcome
Announce a limited-time flash sale with value stacking, pricing, and a clear CTA.
promotional
Remind subscribers the sale ends tomorrow and reinforce value + social proof.
promotional
Create maximum urgency on the final day with price contrast and guarantee.
promotional
Collect replies from non-buyers to learn objections and improve future promos.
promotional
Our collection of professional email templates helps you communicate more effectively with clients, prospects, and partners. Each template is crafted for specific industries and situations, ensuring your message resonates with your audience.
All templates include customizable variables that you can fill in with your specific information. Simply copy the template, replace the variables (marked with {{variable_name}}), and send. It's that easy.
With a Pro account, the app automatically fills in those details and tailors each email to your business, so you can go from template to send-ready in seconds.
Whether you're a lawyer following up with a new client, a real estate agent scheduling a showing, or a contractor sending an estimate, we have templates that match your needs. Each template follows industry best practices and includes tips for maximum effectiveness.
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