Free resource — professional services

Follow-Up Email Template Pack

5 emails for the 5 moments that decide whether a prospect becomes a client — designed for Indian professional services firms who hate feeling pushy.

The 5 templates

Day 1

The Thank-You

Sent within 2 hours of a meeting or enquiry. Sets expectations and keeps you top of mind without pushing.

Day 3

The Value Add

A short email with one useful resource, insight, or case study relevant to their specific situation.

Day 7

The Gentle Nudge

A simple, low-pressure check-in. Acknowledges they are busy. Leaves the door open.

Day 14

The Honest Breakup

Closes the loop respectfully. Consistently gets replies — because it removes all pressure.

Day 90

The Re-Engagement

For leads that went cold. References something new — a result, a post, a changed situation.

Also included

  • Subject line variants tested for Indian B2B audiences — what actually gets opened
  • Personalisation guide: how to adapt each template for CA firms, consultants, and agencies
  • CRM tagging guide: how to label leads so you always know which template to send next

Designed for the context in Stop Losing Clients Between First Contact and Contract — use the templates alongside that guide for the full system.

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Running a CA firm, consultancy, or agency? See how Teevro helps professional services firms build a consistent client pipeline.