Closing a deal often comes down to the quality and timing of your follow-up. For busy agencies juggling multiple clients and prospects, crafting the perfect message every time is a significant challenge. The right follow-up can reignite a stalled conversation, demonstrate your value, and move a prospect closer to signing a contract. The wrong one, however, can get you ghosted permanently. This is where a repository of effective sales follow up email templates becomes an indispensable asset for your agency's sales team.

This resource guide is designed specifically for digital, creative, and software development agencies. We have compiled and analyzed the best platforms and websites offering high-impact templates that resonate with agency clients. Instead of just listing options, we provide a detailed breakdown of what makes each resource valuable. You'll find practical, ready-to-use templates tailored to common agency scenarios, from post-demo check-ins to re-engaging cold leads.

To lay a strong foundation for your sales outreach, understanding the broader context of sales is key. You can find useful insights within B2B sales process templates that can help structure your entire outreach strategy.

In this listicle, you will discover:

• Curated template collections from industry leaders like HubSpot, Freshworks, and Pipedrive.
• Specific use cases for each template, helping your account managers and sales reps choose the right message for any situation.
• Direct links and screenshots for every resource, allowing you to quickly access and evaluate the templates for yourself.

We've cut through the noise to bring you a straightforward, comprehensive guide. Our goal is to equip your agency with the tools needed to streamline your sales communication, save valuable time, and ultimately, win more business. Let's dive into the best sales follow-up email templates available.

1. Scribbl For Sales: AI-Powered Follow-Ups After Agency Client Calls

Scribbl For Sales elevates the concept of a template repository by transforming raw meeting data into hyper-personalized, context-aware follow-up communications. Instead of providing generic templates that require manual input, this AI-powered meeting assistant automates the entire process for agency teams. It operates through a non-intrusive Chrome extension for Google Meet, Zoom, and Microsoft Teams, transcribing and analyzing every client conversation to generate drafts of sales follow up email templates that are already populated with specific details from your call.

What makes Scribbl a standout choice for agencies is its deep integration and intelligent summarization. The platform doesn't just capture words; it identifies key discussion points, action items, client pain points, and even potential upsell opportunities mentioned during a call. This structured data is then used to auto-generate not just emails, but also proposals and CRM entries, creating a seamless workflow that saves account managers and sales reps significant time.

Key Strengths for Agency Sales

• Context-Rich Automation: The system generates email drafts based on what was actually discussed. This means your follow-ups are immediately relevant, referencing specific client concerns, agreed-upon next steps, and project scope details without manual note-taking.
• CRM & PM Tool Integration: Scribbl connects directly with essential agency tools like HubSpot, Salesforce, Asana, and Monday. This ensures that action items from a call are automatically created as tasks in your project management system and that deal stages are updated in your CRM.
• Proactive Account Management: Its AI highlights critical insights such as scope creep risks or negative client sentiment. This gives account managers the intelligence they need to address potential issues proactively, solidifying client relationships.

Practical Use Case for an Agency

An agency account manager finishes a discovery call with a new lead. Scribbl automatically transcribes the meeting, summarizes the key challenges discussed, and identifies the agreed-upon action to "send a preliminary proposal by Friday." Within minutes, the manager has an AI-generated draft follow-up email in their inbox that recaps the conversation, confirms the action item, and links to the newly created task in Asana.

Final Takeaway: Scribbl For Sales is more than a source for templates; it's a strategic system for agencies that want to ensure nothing falls through the cracks post-meeting. It turns conversations into accurate, actionable follow-ups, making it an indispensable tool for teams focused on efficiency and client retention.

2. HubSpot: Core Templates for Common Agency Sales Scenarios

HubSpot stands as a titan in the sales and marketing world, and their collection of sales follow-up email templates reflects this expertise. Designed for high-performance sales teams, these templates are not just generic scripts; they are strategically crafted communication tools tailored for specific, critical moments in an agency's sales cycle. Whether you're reconnecting after a trade show or nudging a prospect who viewed your pricing page, HubSpot provides a proven foundation.

What sets this resource apart is its direct, no-fluff approach. Access is completely free, with no registration wall or required sign-up, making it an excellent go-to for quick, reliable copy. The templates are presented with clear explanations of why they work and the best context for their use, providing valuable strategic insight for agency sales reps.

Analysis & Use Case for Agencies

• Template Quality: Professionally written by sales experts, these 16 templates cover common but crucial agency scenarios like following up after a discovery call or responding to a website inquiry.
• Ease of Use: The simple copy-and-paste format allows for immediate implementation and easy customization to fit your agency's brand voice and specific client needs.
• Strategic Value: Each template is accompanied by best practices, offering a mini-lesson in sales communication strategy. For agencies training new sales staff, this is an invaluable, free resource.

While the selection is limited to 16 templates, their quality and strategic backing make them a powerful starting point. For agencies utilizing the full HubSpot ecosystem, exploring its HubSpot integration capabilities can further streamline your outreach and automate parts of your follow-up process.

Website: HubSpot Sales Follow-Up Email Templates

3. Freshworks: Templates for Nurturing Agency Leads

Freshworks offers a valuable collection of follow-up email templates designed to nurture leads through every stage of the sales pipeline. This resource is particularly useful for agencies aiming to systematize their outreach and ensure no potential client falls through the cracks. The templates are crafted to drive engagement and gently guide prospects toward a conversion, making them ideal for nurturing relationships that require a softer touch.

What makes the Freshworks collection stand out is its clear focus on the entire lead nurturing journey. Access is completely free, providing agencies with a solid arsenal of 18 distinct sales follow up email templates without any upfront investment. The templates cover diverse scenarios, from re-engaging a cold lead to following up after a demo, giving agency sales teams the specific language needed to maintain momentum with potential clients.

Analysis & Use Case for Agencies

• Template Quality: The templates are logically structured and written with a persuasive yet professional tone, suitable for agency-to-client communication. They are designed to elicit a response and move the conversation forward.
• Ease of Use: Presented in a straightforward copy-and-paste format, the templates are easy to adapt. Agencies can quickly modify them to reflect their brand’s unique voice and the specific context of their client interactions.
• Strategic Value: The collection is organized by sales stage, providing a clear roadmap for nurturing leads from initial contact to closing a retainer. This structure helps agencies implement a more disciplined and effective follow-up strategy, improving overall conversion rates.

While the templates are powerful, finding them on the Freshworks site can require a bit of navigation. However, the quality and strategic focus on lead nurturing make the effort worthwhile for any agency looking to refine its sales communication.

Website: Freshworks Sales Follow-Up Email Templates

4. Klenty: A Large Template Library for Varied Agency Outreach

Klenty provides a robust and expansive library of sales follow-up email templates specifically engineered for sales engagement platforms. This resource goes beyond a simple list, offering 50 distinct templates organized by common sales scenarios. For agencies needing a diverse set of messages, from post-demo follow-ups to re-engaging cold leads, Klenty’s collection serves as an excellent playbook to boost response rates and maintain momentum in the sales pipeline.

The key differentiator is the sheer volume and categorization of its templates. Access is straightforward and completely free, requiring no sign-up or registration. This makes it a practical, on-demand resource for agency sales teams. The templates are paired with strategic advice on follow-up cadences and best practices, helping agency reps understand the "why" behind the "what" and empowering them to build more effective outreach sequences.

Analysis & Use Case for Agencies

• Template Quality: The templates are practical and action-oriented, designed to elicit a response. They cover a wide array of situations, making them highly adaptable for different agency services and client types.
• Ease of Use: A clean, copy-and-paste format ensures that sales reps can quickly grab and customize the content. The clear categorization helps users find the right template for their specific needs without wasting time.
• Strategic Value: The inclusion of tips on follow-up strategy makes this more than just a template library. It’s a mini-course in sales engagement, perfect for training junior account executives or refining an agency's existing sales process.

While the large selection is a major advantage, some templates may feel a bit generic. Agencies will need to invest a few moments to customize the copy to reflect their unique brand voice and value proposition for maximum impact.

Website: Klenty Sales Follow-Up Email Templates

5. The SMB Guide: Templates Tailored for Agencies Serving SMBs

The SMB Guide provides a curated collection of sales follow-up email templates specifically designed with the challenges and opportunities of small to medium-sized businesses in mind. This focus makes it a highly relevant resource for agencies that primarily serve or operate like SMBs, where every communication must be efficient and impactful. The resource pairs ready-to-use templates with practical guidelines, ensuring agency reps understand the strategy behind the words.

What makes this resource particularly useful is its dual approach of providing both the "what" (the templates) and the "how" (the best practices). Access is straightforward and completely free, allowing for instant download without any registration barriers. This is ideal for agile agency teams needing reliable copy without committing to a platform. The emphasis on practical, persuasive communication is a core theme throughout their guidance.

Analysis & Use Case for Agencies

• Template Quality: The templates are clear, concise, and grounded in the realities of SMB sales, making them easily adaptable for most agency client profiles.
• Ease of Use: As a downloadable resource, the templates are simple to copy, customize with your agency's value proposition, and integrate into any email client or CRM.
• Strategic Value: The inclusion of best practice guidelines elevates this from a simple template list to a mini-training module. This is great for teaching new agency sales staff how to craft effective follow-ups from scratch. For a deeper dive, learning how to write a follow-up email with best practices can complement these templates perfectly.

While the selection isn't as extensive as some larger platforms, its targeted nature and educational component make The SMB Guide a valuable and practical asset for any agency's sales toolkit.

Website: The SMB Guide Follow-Up Email Templates

6. Sales Enablement Collective: Templates for Building Agency-Client Relationships

Sales Enablement Collective offers a set of sales follow up email templates designed with a specific goal in mind: nurturing and maintaining strong customer relationships. Rather than focusing solely on closing a deal, these templates are crafted to build rapport and demonstrate value throughout the sales funnel. For agencies, where long-term partnerships are the lifeblood of the business, this relationship-centric approach provides a refreshing and effective alternative to more aggressive sales scripts.

The templates are part of a much broader library of sales enablement resources, positioning them as a piece of a larger strategic puzzle. While access requires a free membership sign-up, this small step unlocks a wealth of community-driven content and expertise. The emails themselves are concise, actionable, and designed to foster genuine engagement, making them a great fit for agency account managers and sales reps looking to build trust from the first interaction.

Analysis & Use Case for Agencies

• Template Quality: The templates are strategically sound, focusing on relationship-building and providing value rather than just asking for a sale. They cover various customer engagement stages relevant to an agency's long-term client goals.
• Ease of Use: Once registered, the templates are easy to access. Their concise nature makes them simple to adapt to your agency’s specific services and client personas.
• Strategic Value: The true value lies in their context within a larger sales enablement framework. Agencies can use these templates not just for outreach but as part of a holistic strategy to improve client communication and retention.

The requirement to register for a free membership is a minor hurdle, but the quality of the relationship-focused templates makes it a worthwhile trade-off for agencies prioritizing client loyalty.

Website: Sales Enablement Collective Sales Follow-Up Email Templates

7. LiveAgent: Functional Templates for Agency Communication Workflows

LiveAgent, primarily known for its help desk software, also provides a valuable collection of free sales follow-up email templates. These templates are engineered to enhance communication and drive deals forward, covering essential agency scenarios like post-demonstration follow-ups and responses to specific trigger events. This resource is built with the goal of integrating seamlessly into a broader customer communication strategy.

What makes LiveAgent a strong contender is its straightforward, no-gate access. The templates are available for free without any registration, providing immediate value for agency sales teams needing reliable copy. This focus on easy access combined with its inherent connection to a customer support ecosystem offers a unique perspective on follow-up as part of the entire agency-client journey.

Analysis & Use Case for Agencies

• Template Quality: The templates are functional and cover a wide range of common follow-up situations. While effective, they serve best as a solid foundation that agencies should customize to align with their specific brand voice and service offerings.
• Ease of Use: With a simple copy-and-paste design, these templates are incredibly easy to adapt and deploy. This allows for quick implementation, which is perfect for busy agency teams testing new outreach cadences.
• Strategic Value: For agencies already using or considering help desk software, LiveAgent’s templates provide a natural bridge between sales and support communications. This can help create a more cohesive client experience from the first touchpoint. Effectively using these templates can also help your team master the art of handling sales objections by providing a structured, proactive communication framework.

Website: LiveAgent Sales Follow-Up Email Templates

8. Pipedrive: Templates Aligned with an Agency's Sales Pipeline

Pipedrive, a well-regarded CRM built by salespeople for salespeople, offers a lean and highly practical collection of sales follow-up email templates. These six templates are specifically engineered to align with key stages of a sales pipeline, moving beyond generic outreach to address specific moments in the sales process. For agencies looking to systematize their follow-up, Pipedrive's approach provides a clear, action-oriented framework designed to elicit a response and advance the conversation.

What makes this resource particularly useful for agencies is its direct integration with sales logic. The templates are concise, effective, and free to access without any registration, making them perfect for quick reference. Pipedrive presents these templates with a focus on workflow, helping agency sales reps understand when and how to deploy each message for maximum impact within their existing sales activities.

Analysis & Use Case for Agencies

• Template Quality: The templates are straightforward and professional, designed to be easily personalized. Their strength lies in their strategic alignment with common agency pipeline stages, such as post-demo or pre-renewal follow-ups.
• Ease of Use: The simple copy-and-paste functionality means agency teams can quickly grab a template, adapt it to their specific client and service, and send it without friction.
• Strategic Value: This resource is ideal for agencies that use a pipeline-driven sales methodology. The templates provide a logical sequence of communication, helping to standardize the follow-up process across the sales team and ensure no potential client falls through the cracks.

While the selection is quite small, the focus on pipeline stages makes these templates highly functional. For agencies that already use or are considering the Pipedrive CRM, these templates offer a glimpse into the platform's user-centric, efficiency-focused philosophy.

Website: Pipedrive Sales Follow-Up Email Templates

9. Retainful: Post-Project Follow-Up Templates for Agency Client Retention

Retainful shifts the focus from pre-sale prospecting to post-sale nurturing, a critical phase for agencies aiming to build long-term client relationships and secure recurring revenue. Their resource offers 10 order follow-up email templates specifically designed to enhance customer retention. While "order" might seem eCommerce-focused, agencies can adapt these templates for post-project completion, service delivery confirmation, or subscription renewal check-ins.

What makes Retainful a valuable resource is its sharp focus on the post-purchase journey. Access is completely free and requires no registration, allowing agency account managers to quickly find scripts for soliciting feedback, encouraging upsells, or simply thanking a client for their business. The templates are straightforward, providing a solid, no-frills base for post-sale communication.

Analysis & Use Case for Agencies

• Template Quality: The templates are simple, direct, and centered around actions like requesting reviews, offering discounts on future work, or confirming project completion. They are practical and easily adaptable for agency services.
• Ease of Use: A simple copy-and-paste design means these sales follow up email templates can be deployed immediately. Agencies can quickly customize them to reflect their brand and specific service offerings.
• Strategic Value: For agencies that struggle with systematic post-project follow-up, this resource provides a structured starting point. It helps formalize the process of turning a one-time project into a lasting, profitable relationship.

While the narrow focus is also its main limitation, these templates fill a specific and often-neglected gap in an agency's communication workflow. They are excellent for account managers responsible for client happiness and retention.

Website: Retainful Order Follow-Up Email Templates

10. Omnisend: Templates for Agencies with E-commerce Clients

While many resources focus on B2B sales cycles, Omnisend carves out a niche by offering follow-up templates specifically engineered for the e-commerce world. For agencies managing e-commerce clients, these 25 templates provide a rich playbook for driving customer loyalty and repeat purchases, extending the "sale" beyond the initial conversion. The collection covers crucial post-purchase and re-engagement scenarios that are vital for online retail success.

What makes Omnisend a standout resource is its direct application to automated marketing campaigns. Access is completely free without any registration, presenting a clear, easy-to-navigate blog post format. The templates are designed to be dropped into automation workflows, making them highly practical for agencies that implement and manage marketing automation for their e-commerce clients.

Analysis & Use Case for Agencies

• Template Quality: The templates are highly relevant for e-commerce, covering scenarios like abandoned carts, order confirmations, and customer feedback requests. They are written to engage and convert in a direct-to-consumer context.
• Ease of Use: The straightforward copy-paste design allows agencies to quickly implement these messages into their clients' email service providers or the Omnisend platform itself.
• Strategic Value: This resource helps agencies demonstrate value by providing proven communication tactics for increasing customer lifetime value for their clients. While focused on e-commerce, many concepts can be adapted for B2B client re-engagement, such as a well-timed follow-up after an initial project concludes, similar to crafting effective after-meeting emails to clients.

Though tailored for retail, the principles of timely, value-driven follow-ups are universal. Agencies in other sectors can adapt these templates for client retention and upselling opportunities.

Website: Omnisend Follow-Up Email Templates

11. Jasper: AI-Generated Templates for High-Impact Agency Outreach

Jasper brings the power of artificial intelligence to the world of sales communication, offering a suite of follow-up email templates generated by its advanced AI. These templates are engineered not just for politeness but for performance, focusing on language and structures proven to drive conversions. For an agency looking to gain an edge, Jasper’s AI-driven approach provides a unique alternative to manually crafted scripts, aiming to optimize every touchpoint for maximum effectiveness.

The primary benefit of this resource is its accessibility and modern spin on a classic sales tool. The 15 AI-generated templates are available completely free, with no sign-up or registration required. This allows agency teams to quickly experiment with sophisticated, data-informed copy without any commitment, offering a glimpse into how AI can enhance the sales follow-up process.

Analysis & Use Case for Agencies

• Template Quality: The templates are generated by a sophisticated AI trained on vast amounts of sales and marketing content. This results in copy that is often more persuasive and psychologically tuned than standard human-written examples.
• Ease of Use: With a straightforward copy-and-paste design, these templates can be quickly adapted. Agencies can use the AI-generated text as a strong starting point and then tweak it to perfectly match their brand’s voice and the specific client context.
• Strategic Value: Using Jasper’s templates serves as a practical introduction to leveraging AI in the sales process. It encourages agency sales reps to think critically about word choice and structure, providing a high-tech foundation for their outreach efforts.

While the AI-generated content is powerful, it can sometimes lack the specific nuance of a particular client relationship. It's best used as a highly optimized base that requires a final human touch for personalization.

Website: Jasper Sales Follow-Up Email Templates

12. HubSpot Blog: Proven Templates with Agency-Relevant Sales Insights

HubSpot Blog offers another stellar, free resource distinct from their main template collection, focusing on 10 specific sales follow up email templates used by industry professionals. This article-based guide provides scripts that have been tested and validated in real-world scenarios, making them immediately applicable for agency sales teams looking for battle-tested copy. The emphasis is on practical application and proven effectiveness, cutting through the noise of generic advice.

What makes this HubSpot resource particularly valuable for agencies is the expert commentary accompanying each template. Instead of just giving you the script, sales leaders explain the psychology and strategy behind the language. This approach turns a simple template list into a powerful training tool, helping your agency's sales reps understand why certain phrases work and how to adapt them to different prospect personalities and situations. Access is immediate and free, with no registration required.

Analysis & Use Case for Agencies

• Template Quality: The templates are straightforward, effective, and curated from professionals. They are designed for clarity and to elicit a response, perfect for cutting through a busy prospect's inbox.
• Ease of Use: Presented in a clean blog format, the templates are easy to copy, paste, and customize for your agency's specific services, whether it's a web design proposal or a digital marketing retainer.
• Strategic Value: The insights from sales experts provide a layer of education that is rare in free resources. This helps junior sales reps at an agency build their strategic communication skills, not just their template library.

While the selection of 10 templates is concise, their proven track record and the included expert analysis give them significant weight. They are an excellent starting point for agencies refining their follow-up sequences.

Website: HubSpot Blog Sales Follow-Up Email Templates

Sales Follow-Up Email Templates Comparison

Final Thoughts

Navigating the landscape of sales follow-up can feel like a complex puzzle, especially for agencies where every client interaction is a reflection of the brand. As we've explored, the right tools and templates are not just about saving time; they are about crafting consistent, professional, and effective communication that nurtures leads and closes deals. The difference between a prospect who converts and one who goes cold often lies in the quality and timing of your follow-up.

This guide has provided a comprehensive look at various resources, from dedicated sales engagement platforms like Klenty and HubSpot to content-rich hubs like The SMB Guide and Sales Enablement Collective. We've seen that the best approach isn't about finding a single "perfect" template but about building a versatile arsenal of sales follow up email templates that you can adapt to any situation.

Key Takeaways for Agency Sales Teams

Reflecting on the tools and resources discussed, several core principles emerge for agencies looking to refine their follow-up strategy:

• Context is King: A template is only as good as its application. The most successful follow-ups are those that reference previous conversations, address specific pain points discussed, and demonstrate a genuine understanding of the prospect's needs. Blindly copying and pasting is a recipe for deletion.
• Personalization Drives Engagement: Automation is powerful, but it should never come at the expense of a personal touch. Use the templates from resources like Pipedrive or HubSpot as a foundation, but always customize key details: the prospect’s name, their company, a specific project they mentioned, or a recent industry development.
• Systemization Creates Consistency: For an agency, brand consistency is paramount. Using a centralized platform or a curated set of templates ensures that every member of your sales team, from a junior rep to an account manager, is communicating with the same professional tone and quality. This builds trust and reinforces your agency's credibility.

Choosing the Right Tools and Implementing Templates

So, how do you move from reading this article to actively improving your process? The first step is to assess your agency's specific needs.

• For Small, Agile Agencies: You might not need a full-blown CRM. Starting with a curated document of templates from resources like The SMB Guide or using a tool like Jasper to generate new ideas can be a highly effective, low-cost strategy. The key is organization and ensuring the whole team has access.
• For Growing Agencies: As your team and client base expand, the need for a more robust system becomes critical. This is where platforms like HubSpot, Freshworks, or Klenty shine. They not only provide proven sales follow up email templates but also integrate them into a larger ecosystem of tracking, automation, and analytics. When evaluating these, consider their integration capabilities with your existing project management or client communication tools.
• For Specialized Agencies (e.g., E-commerce): Tools like Omnisend or Retainful offer highly specific templates for cart abandonment and customer re-engagement. Don't overlook these niche solutions, as they are often hyper-optimized for scenarios your agency will frequently encounter.

When implementing these templates, create a simple playbook for your team. Define which template to use for which scenario: post-discovery call, after sending a proposal, re-engaging a cold lead, etc. This removes guesswork and empowers your team to act quickly and effectively.

Ultimately, the goal is to transform your follow-up process from a reactive chore into a proactive, strategic part of your sales cycle. By leveraging the right templates and tools, your agency can build stronger relationships, shorten the sales cycle, and win more of the clients you want to work with.

Ready to streamline your client communication beyond just email templates? Scribbl helps agencies capture, organize, and share key insights from client meetings, ensuring your follow-up emails are always informed by accurate, context-rich details. Elevate your entire client management process by visiting Scribbl to see how our AI-powered notes can transform your agency's workflow.