Sales Email Templates

Ready-to-use email templates for selling AI chatbots

How to Use These Templates

  • Personalize: Replace [BRACKETS] with specific details about the prospect
  • Research First: Visit their website, check their current chat solution, find pain points
  • Use Their Name: Address prospects by name, reference their company specifically
  • A/B Test: Try different subject lines to see what gets higher open rates
  • Follow Up: Most deals close after 3-7 touchpoints - don't give up after one email
  • Track Metrics: Monitor open rates, reply rates, and booking rates to optimize

Cold Outreach Templates

Template 1: The Agency Opportunity

Best for: Marketing agencies, digital consultancies

Subject: Adding AI chatbots to your agency services? Hi [FIRST_NAME], I noticed [AGENCY_NAME] works with [TYPE_OF_CLIENTS] - companies that are probably asking you about AI right now. Quick question: Have you considered adding AI chatbots as a service? Here's what we're seeing: • Agencies adding 30-40% new revenue streams • 85%+ profit margins (white-label, your brand) • Clients love it - solves real problems (24/7 support, lead capture) We built a platform specifically for agencies: → Your brand, your pricing, your clients → No technical skills needed → We handle the infrastructure → You keep the relationship (and most of the revenue) [AGENCY_NAME] could offer this to [SPECIFIC_CLIENT_TYPE] next week. Worth a 15-minute conversation? Best, [YOUR_NAME] [YOUR_AGENCY] [PHONE] P.S. One of our partners closed $8K MRR in their first month. Happy to share how.
Personalization Tips:
  • Research their client list and mention specific industries they serve
  • Check if they already offer chat widgets - position as upgrade
  • Reference a recent case study or blog post from their site

Template 2: The Problem-Solution

Best for: Agencies already offering digital services

Subject: Your clients are asking about AI - here's your answer Hi [FIRST_NAME], Every agency I talk to says the same thing: "Our clients want AI, but we're not technical enough to build it." Sound familiar? You shouldn't have to become an AI engineer to offer AI services. That's why we built [YOUR_PLATFORM]: ✓ White-label AI chatbots (100% your brand) ✓ Deploy in 10 minutes (seriously) ✓ Your clients never know we exist ✓ You set the pricing (most agencies charge $297-997/mo) ✓ We provide the tech, you own the relationship Imagine telling [SPECIFIC_CLIENT] next week: "We can have an AI assistant live on your site by Friday." Then collecting $497/month. Every month. Want to see how [COMPETITOR_AGENCY] is doing this? I can show you in 15 minutes. [CALENDAR_LINK] Best, [YOUR_NAME] P.S. We have a 14-day free trial. You could land your first client before you pay us a dime.
Personalization Tips:
  • Name a specific client of theirs who would benefit from AI chat
  • Reference a competitor agency in their area (if you have one as a customer)
  • Adjust pricing based on their market positioning

Template 3: The Competitor Switch

Best for: Agencies already using other chatbot platforms

Subject: Frustrated with [Chatbase/Intercom/LiveChat]? Hi [FIRST_NAME], I see [AGENCY_NAME] is using [COMPETITOR] for chat. Honest question: Are you happy with it? Most agencies tell us: ❌ "We're paying too much" ❌ "It's not white-labeled" ❌ "The margins are terrible" ❌ "We can't customize it for our clients" We built [YOUR_PLATFORM] to solve exactly this: ✅ 100% white-label (your logo, your domain, your brand) ✅ 85%+ profit margins (you set client pricing) ✅ Full API access (customize everything) ✅ Better AI (GPT-4, Claude, Gemini - your choice) ✅ Unlimited chatbots (one price) Here's the kicker: Migration takes 20 minutes. Same functionality. Better margins. Your brand. Want to see a side-by-side comparison? [CALENDAR_LINK] Best, [YOUR_NAME] P.S. We'll migrate your first 3 clients for free. Zero risk.
Personalization Tips:
  • Check their website source code to identify their current chatbot platform
  • Research common complaints about that competitor on Reddit/Twitter
  • Offer specific migration assistance based on their current platform

Follow-Up Templates

Template 4: Post-Demo Follow-Up

Send within 2 hours of demo call

Subject: Your SellAIBots demo + next steps Hi [FIRST_NAME], Great chatting with you today! Here's what we covered: ✓ White-label chatbot platform for [AGENCY_NAME] ✓ Your potential: [X] clients × $[PRICE]/mo = $[MRR]/mo ✓ [SPECIFIC_FEATURE] they mentioned needing Quick recap of next steps: 1. **Free Trial Access** (14 days) → [TRIAL_LINK] → Build your first bot in 10 minutes → No credit card needed 2. **Resources** → Sample client pitch deck: [LINK] → Pricing calculator: [LINK] → Video tutorials: [LINK] 3. **Limited-Time Offer** → First month FREE if you sign up by [DATE] → Free migration for first 3 clients → White-glove onboarding session Questions you had: Q: [THEIR_QUESTION] A: [YOUR_ANSWER] Ready to launch your AI offering? Start your trial: [TRIAL_LINK] Or reply with questions - happy to help! Best, [YOUR_NAME] [PHONE] P.S. That case study I mentioned - [AGENCY] went from $0 to $12K MRR in 90 days. I'll send it over if you're interested.

Template 5: No Response Follow-Up (Day 3)

Send if no response to initial email

Subject: Quick question about your AI plans Hi [FIRST_NAME], I know you're busy (agency life, right?). Just wanted to follow up on adding AI chatbots to [AGENCY_NAME]. One quick question: If you could add $5K-10K/month in recurring revenue without hiring developers, would you want to know how? That's what [COMPETITOR_AGENCY] did. Same platform. 60 days. 5 minutes on a call? [CALENDAR_LINK] No pressure - just don't want you to miss out. Best, [YOUR_NAME] P.S. If timing's not right, just reply "not now" and I'll check back in Q2.

Template 6: Break-Up Email (Day 7)

Last email in sequence - often gets highest response rate

Subject: Should I close your file? Hi [FIRST_NAME], I haven't heard back, so I'm guessing: a) You're swamped (totally get it) b) Not the right time c) My emails are annoying (oops) d) You went with someone else No worries either way - I'll stop bothering you. But before I do... Can you just reply with one of these? 1. **"Not interested"** - I'll remove you from my list 2. **"Not now"** - I'll check back in [3/6] months 3. **"Tell me more"** - I'll send details 4. **"Let's talk"** - [CALENDAR_LINK] Either way, thanks for your time. And if you ever need help with AI chatbots, you know where to find me. Best, [YOUR_NAME] [PHONE] P.S. Seriously though - if you're seeing clients ask about AI, this is worth 15 minutes. We just onboarded [RECENT_CUSTOMER] last week and they've already pitched 3 clients.
Why This Works:

The "break-up" email removes pressure and often gets responses from prospects who were interested but didn't have time to reply. It's conversational, respectful, and gives them an easy out while keeping the door open.

Nurture Templates

Template 7: Case Study Share

Great for re-engaging cold leads with social proof

Subject: How [Agency Name] added $8K/mo with AI chatbots Hi [FIRST_NAME], Quick story I thought you'd appreciate: **The Setup:** [CUSTOMER_AGENCY] is a [SIZE/TYPE] agency in [LOCATION], similar to [AGENCY_NAME]. **The Problem:** Their clients kept asking about AI. They didn't have a solution. Started losing deals to competitors who did. **The Solution:** They signed up for our white-label platform on [DATE]. **The Results (90 days later):** → 6 clients using AI chatbots → $8,200/month in new recurring revenue → 87% profit margin → Zero technical headaches Here's what [CUSTOMER_NAME] told me: "[TESTIMONIAL_QUOTE]" **The best part?** Their clients love it. 2 already upgraded to premium plans. Thought this might be relevant for [AGENCY_NAME]. Want to see how they did it? [CALENDAR_LINK] Best, [YOUR_NAME] P.S. Full case study here: [LINK]

Template 8: New Feature Announcement

Re-engage leads when you launch something new

Subject: Now live: AI Appointment Scheduling 📅 Hi [FIRST_NAME], Remember when we talked about AI chatbots for [AGENCY_NAME]? We just launched something new I think you'll love: **AI Appointment Scheduling** Your clients' chatbots can now: ✓ Book appointments directly in their calendar ✓ Qualify leads before scheduling ✓ Send automatic reminders ✓ Integrate with Google Calendar, Calendly, etc. **Why this matters:** Your clients (especially [INDUSTRY] companies) are probably losing leads because: → Contact forms go to spam → Phone calls go to voicemail → By the time they respond, lead is cold With AI scheduling: → Lead gets appointment booked instantly → Shows up on client's calendar automatically → Higher conversion rates (30-40% improvement) **The upsell opportunity:** Agencies are charging $200-500/mo extra for this feature. Your clients who sell services (lawyers, consultants, contractors) will pay for this immediately. Want to see it in action? [CALENDAR_LINK] Best, [YOUR_NAME] P.S. We're offering this at 50% off to existing partners through [DATE]. Worth a look?
When to Use:

Send this type of email whenever you launch a new feature, integration, or capability. It gives you a reason to re-engage old leads and provides additional value for existing customers to upsell.

Email Best Practices

✉️ Subject Lines

  • Keep under 50 characters
  • Ask questions to increase opens
  • Use numbers (concrete results)
  • Avoid spam words (free, guarantee, urgent)
  • Test emoji (📈 💰 ✅) - can increase opens 20%+

👤 Personalization

  • Use first name (never "Dear Sir/Madam")
  • Reference their company specifically
  • Mention their industry or niche
  • Reference their competitors (subtly)
  • Show you visited their website

🎯 Call to Action

  • One clear CTA per email
  • Make it easy (calendar link, reply, click)
  • Use urgency (limited time, first X people)
  • Remove friction (no forms, no hoops)
  • Give them an out ("not interested" option)

📊 Timing & Cadence

  • Send Tuesday-Thursday, 10am-2pm
  • Wait 3 days between follow-ups
  • Max 5-7 touchpoints before break-up email
  • Re-engage quarterly with value (case studies, features)
  • Track opens and replies to optimize send times

Metrics to Track

20-30%
Open Rate
Industry average for B2B cold emails
3-5%
Reply Rate
Good cold email gets 3-5% response
1-2%
Booking Rate
Calls/demos booked from cold emails
25-30%
Demo → Close Rate
Agencies that see demo and sign up
📈 Improve Your Metrics:

If your open rate is below 20%, test different subject lines. If reply rate is low, add more personalization. If booking rate is low, make the CTA easier (direct calendar link vs "let's schedule a call").

Need More Resources?

Check out our other sales resources and documentation

Getting Started GuideAll DocumentationContact Support