Let’s say you need to schedule a call with someone. These are templates you can use to get a meeting scheduled. They are geared towards getting meetings with potential clients.
The Standard Meeting Template:
Subject 1: Schedule a meeting?
Subject 2: Meeting tomorrow?
Subject 3: [Company] + [Their Company] Meeting
Subject 4: You + Me = Meet?
Our company, [Name], would like to request a meeting with you to discuss the services that we can offer you.
[Details Of Service]
Please contact me with an opening in your schedule so that we can arrange a meeting.
[Name] – [Email]
Flattery Then Schedule A Meeting:
Subject 1: Love your work!
Subject 2: You’re a legend.
Subject 3: Quick call (with a legend)?
Subject 4: You are legendary in the [Industry] community
Hi [First Name],
I have to say this right off the bat: I really admire the work you’ve done at [Company] and how you’ve improved [What They’ve Done]. I would love to pick your brain on [Their Specific Skill].
I think you can continue to increase those sales with [Your Services] time is precious but I wouldn’t ask if there wasn’t some substantial benefit for you — can steal you away for a 15 minute phone call tomorrow at 10AM EST?
Casual And Informative Meeting Invitation:
Subject 1: Call tomorrow?
Subject 2: 3 things to cover tomorrow
Subject 3: Tuesday at 4pm – 4:15pm sound good?
Subject 4: Touching base tomorrow
Mind if we hop on a (strictly timed) 15 minute call tomorrow?
I’d love to:
— Show you what our top clients is doing to get more emails.
— Show you where you site is lacking conversions.
— See if I can improve your conversions on the spot.
Does 4pm – 4:15pm on Tuesday sound good?
Traditional Meeting Template (Kind Of Boring And Generic):
Subject 1: Availability tomorrow?
Subject 2: Let’s schedule a call
Subject 3: [Company] can use our help
Subject 4: [Product] + [Their Company] = Amazing!
I hope you’re doing well! I wanted to reach out because [Explain How You Got Their Content Info From A Trusted Colleague Or Recommendation].
[Name Of Company] has a new platform that will help: [Your Team At] [Their Company Name] [One Sentence Pitch Of Benefits].
I know that [Our Product] will be able to help [Name Of Your Company] [Insert High Level Benefit]. Are you available for a quick call [Time Options]?
Personalized Industry Meeting Email:
Subject 1: [Insert Company Action] lately?
Subject 2: Saw the news about [Insert Company Action]
Subject 3: Saw you in the press recently
Subject 4: [Impressive Customer] uses us, would you like to also?
Because I work so much with [Your Targeted Industry], I constantly follow industry news. Recently I noticed you’ve [Insert Company Action].
Usually when that happens, [Insert Business Issue] becomes a priority. That’s why I thought you might be infestered in finding out how we helped [Impressive Customers] get going quickly in their new direction – without any of the typical glitches.
If you’d like to learn more, let’s set up a quick call. How does [Time Options] look on your calendar?
P.S. If you’re not the right person to speak with, who do you recommend I talk to?
Brag A Little Bit:
Subject 1: [Your Company] + [Their Company] = ❤️❤️❤️
Subject 2: Quick chat about [Field] tomorrow? (we’re near the top)
Subject 3: [Impressive Customer] loves us
Subject 4: Top 15 companies in [Industry] use us
My name is [Name] and I’m with [Company Name], a [What You Do]. We’ve worked with venture backed startups to Fortune 500 companies like [Impressive Customers].
We take a different approach to growing companies and aren’t like other [Companies In Your Niche]. We move quickly and if we don’t think we can kick butt for you, we’ll be upfront about it.
Are you free for a chat [Time Options] about [Field]?
Offer Demo Of The Product:
Subject 1: Quick demo of [Product]?
Subject 2: Respond faster to customers
Subject 3: Faster support for [Their Company]
Subject 4: Does [Their Company] have painfully slow support?
I’ve seen from your website that you’re getting repetitive support requests.
I’m the [Title] of Gorgias, we help support teams treat all customer support in one screen. This way, the support team can respond faster to customers.
Do you think it could help [Company]? If so, happy to tell you how (here’s my calendar) / show you a demo (we’re in SF too).
Casual Meeting Request After Meeting Someone In Person:
Subject 1: Great to meet you!
Subject 2: Had a fun time yesterday!
Subject 3: Met at [Host]’s party
Subject 4: Great meeting, let’s keep it going…
Hey [Name]! We met at Lesley’s party yesterday.
Sounds like you were interested in some of the copywriting services we offer.
Wanna setup a quick meeting this week to see what we can do?
Schedule a time here.
P.S. When I say 15 minutes, I actually mean 15 minutes. I totally respect your time :)
Cold Website Help Meeting Request:
Subject 1: Issue with your site
Subject 2: [Issue] with site?
Subject 3: Can I fix your [Issue] bug?
Subject 4: [Industry] professional at your service
I noticed [Issue] on your site, when I was using it for [Use Case].
I’m a [Position] and I’ve fixed this for other [Industry] professional, and I think I could help. I have some free time coming up next week – here’s a link to my scheduler: [Scheduler Link]
[Scheduler Link] / [Website]
The “Brutal Honesty” Strategy:
Subject 1: [Pain Point] bothering you? I can help
Subject 2: I do [Solution] for [Industry] people like you
Subject 3: Quick call (15 min strict limit)
Subject 4: 15 min call scheduled for tomorrow?
Hey [First Name],
[Name] here. You don’t know me, but thanks to some stealthy internet stalking, I know that you [Pain Point].
It turns out, I can [Solution]. One of my clients even [Result].
Would you be interested in hopping on a quick 15-minute call to learn more?
If so, click here to schedule a call.
If not, no worries. Just reply with “Scram, buddy. I’m not interested.”
Looking forward to your response!
P.S. – To sweeten the deal, here’s a picture of a cute dog:
Bribe Them With Free Stuff:
Subject 1: We get leads for [Industry] companies
Subject 2: Our goal: More leads for [Their Company]
Subject 3: More leads. Plus you get a certificate.
Subject 4: I’m bribing you to take my 15 minute call
Hi [First Name],
I wanted to show you how we’ve been getting more leads for companies in the [Industry] space. Can we jump on a 15-minute call on Wednesday?
Let me know what time is good for you:
P.S. Reply with your mailing address and I’ll send you a $25 gift certificate for Starbucks (one of our recent clients sent us a bunch, so trying to spread the love)!
LucidChart Meeting Schedule Template:
Subject 1: Make diagramming more exciting
Subject 2: Most diagrams suck, not ours
Subject 3: LucidChart wants you to diagram better
Subject 4: Diagram Demo Day???
Hi [First Name],
You guys are doing some pretty great things in the professional design space.
I’m reaching out because we’ve been able to help companies in similar situations drive increased visibility, collaboration, and efficiency as you diagram processes using Lucidchart. We offer integrations with G suite and can automate AWS network mapping.
With over 10 million users, Lucidchart is the #1 alternative to Microsoft Visio.
I’d love to learn more about your business, and see if Lucidchart would be a good fit. Do you have 5 minutes this week to talk?
Business Development, Lucid Software
CodeMentor “10 Minute Chat” Template:
Subject 1: [Company Name] Software
Subject 2: Software for [Company Name]?
Subject 3: Network vetted develops for [Company Name]
Subject 4: 10 min chat about your devs?
Hi [First Name] – You’re running a fast growing company so I’ll keep this brief.
We are an invite-only network of vetted developers who can help augment your team (adding a senior React dev for 3 months) or hit your product milestone faster. If you’re working on an iOS app, for example, we can help you launch it in two months instead of four.
Do you have 10 minutes for a chat in the next few days?
If not, who do you recommend I speak with? Thanks in advance.
Business Development Specialist, Codementor
Need World-Class Freelance Developers?
If you’d like me to stop sending you emails, please click here
UpCounsel “10 Minute Demo” Scheduling Request:
Subject 1: Legal for [Company Name]
Subject 2: Can we show you UpCounsel insider numbers?
Subject 3: Handling your day-to-day legal work
Subject 4: we just do all your legal work?
Hi [First Name],
I’m [NAME] from UpCounsel: A tech-enabled legal solutions provider & Menlo-backed company.
Companies like Airbnb, HotelTonight and Stripe rely on us everyday to handle their day-to-day legal work – while saving 60% on their legal bills, this includes:
contracts, intellectual property, employment, etc.
We’re offering 10 minute demos, would you like to schedule one?
[Name] | UpCounsel
Business Legal Solutions
Try It – See Our Rates & Attorneys!
Optimonk Specific Outreach To Shopify Vendors:
Subject 1: Appointment request
Subject 2: Just 15 min?
Subject 3: More Leads. Less Effort. Better Shopify.
Subject 4: Demo of beta-test Shopify product.
I’m [Name] marketing manager at OptiMonk. We provide the most popular onsite retargeting tool for Shopify, which you can check here: https://apps.shopify.com/optimonk.
We have an award-winning strategy for increasing the number of leads, by spending less time, effort, risks, however more potential. It is something we’ve been working on in our marketing department and I would love to share it with you.
I’ve checked [Company Name] and I believe we have the same target market which is Shopify, so I thought this cooperation can be beneficial for both of us.
I would really appreciate a 15 minute call with you to share further details. I believe it will be huge for both of us.
Try it: Free trial for 14 days
Zenefits Testimonial Included Meeting Request:
Subject 1: Something of interest for [Company Name]
Subject 2: [Impressive Customer] uses Zenefits, you on board?
Subject 3: “We can compete with bigger companies bc of Zenefits”
Subject 4: Onboard 45 associates in 6 weeks or less
Hi [First Name],
As a Co-founder in your industry, I wanted to reach out to you about Zenefits.
We save companies countless hours (and dollars) by automating the manual data entry typically associated with HR. We do this by giving you a single place to manage your HR administration, compliance, benefits, and payroll – making it easy for systems to sync and share information.
Why Our Customers Love Us: “Having a system like Zenefits means we’re able to compete with bigger companies that have a staff with so many HR people doing all this work.” – BioPoint, who relied on Zenefits to help them onboard 45 associates in 6 weeks.
I’d love to show you how Zenefits can be [Company Name]’s solution and partner in HR. Do you have some time this week for a quick chat?
[Name] | Zenefits | 250 Brannan St, San Francisco, CA
Yodel Question-Based Meeting Schedule Email:
Subject 1: Hello [First Name], I have a question about your Slack integrations
Subject 2: Slack integrations??
Subject 3: Customer service time down to 20 minute responses
Subject 4: Slack + Magic = Yodel 😎
Hi [First Name],
Are you and your team avid Slack users? Are there some integrations that you wish you had? How would you like to get rid of your old phone system and run all your calls through Slack? Sweet right…we thought so too.
I am [Name] from Yodel, the first fully integrated phone system for Slack. We give you the ability to ditch your old phone system and give you your very own virtual receptionist, through Slack, that automatically routes phone calls to the right team member.
This makes incoming calls and customer service a synch.
Does this sound like something you’d like to try for free? I’d be happy to show you how it works or simply give you and your team access. If so, here is my calendar to book a time this week or next.
YodelTalk, Inc | www.yodel.io
2443 Fillmore St, San Francisco, CA 94115
Full List & Rankings Of Meeting Templates:
|3 ⭐️⭐️⭐️||Any||The Standard Meeting Template|
|4 ⭐️⭐️⭐️⭐️||Any||Flattery Then Schedule A Meeting|
|4 ⭐️⭐️⭐️⭐️||Any||Casual And Informative Meeting Invitation|
|1 ⭐️||Any||Traditional Meeting Template|
|1 ⭐️||Any||Personalized Industry Meeting Email|
|4 ⭐️⭐️⭐️⭐️||Any||Brag A Little Bit|
|3 ⭐️⭐️⭐️||Customer Support||Offer Demo Of The Product|
|3 ⭐️⭐️⭐️||Any||Casual Meeting Request After Meeting Someone In Person|
|4 ⭐️⭐️⭐️⭐️||Development||Cold Website Help Meeting Request|
|2 ⭐️⭐️||Any||The “Brutal Honesty” Strategy|
|2 ⭐️⭐️||Any||Bribe Them With Free Stuff|
|3 ⭐️⭐️⭐️||Software||LucidChart Meeting Schedule Template|
|4 ⭐️⭐️⭐️⭐️||Hiring||CodeMentor “10 Minute Chat” Template|
|3 ⭐️⭐️⭐️||Legal||UpCounsel “10 Minute Demo” Scheduling Request|
|2 ⭐️⭐️||eCommerce||Optimonk Specific Outreach To Shopify Vendors|
|3 ⭐️⭐️⭐️||Hiring||Zenefits Testimonial Included Meeting Request|
|4 ⭐️⭐️⭐️⭐️||Communications||Yodel Question-Based Meeting Schedule Email|
More Email Templates & Guides:
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