6 B2B Email Templates to Engage Your Clients

By March 28, 2023 No Comments
b2b email templates

Email marketing is a powerful tool for B2B professionals to engage with clients, build relationships, and drive revenue. But crafting the perfect B2B email can be a challenge. The right B2B emails combine professionalism, personalization, and persuasive language. To help you get started, here are six B2B email templates that you can use to engage your clients.

6 B2B Email Templates to Engage Your Clients

1. The Introduction Email

If you’re reaching out to a new client for the first time, start with a brief introduction email that highlights your company’s strengths and sets the stage for future conversations.

This B2B email can be especially challenging, since you might not have a previous connection with this client. The response rate on emails like this tends to be similar to cold-calling, but it can still be effective, especially if your client is actively seeking your services. You might send an email at just the right time, and start a lucrative relationship. If you have a case study from a similar business, this can be a convincing selling point. Consider linking a case study in your email, if possible.

Here’s a B2B email template you might start with:

Subject: Introduction from [Your Company]

Dear [Client Name],

I hope this email finds you well. My name is [Your Name], and I’m reaching out from [Your Company]. We specialize in [Your Company’s services or products], and I believe we can help your business [overcome challenges / increase efficiency / improve productivity] by [using our product / engaging our services].

Previously, we’ve helped [similar business] achieve [quantifiable results], and I’m confident your business will see similar results. Take a look at this case study on our website to learn more. [link case study]

I’d love to learn more about your company’s needs and explore ways we can work together to achieve your goals. Would you be available for a quick call next week?

Best regards,
[Your Name]

2. The Follow-Up Email

If you’ve had a conversation with a client, but haven’t received a response, don’t give up. A polite follow-up email can help keep the conversation going.

Start with this B2B email template and edit it according to the interaction you have and would like to have in the future.

Subject: Following up on our conversation

Dear [Client Name],

I hope you’re doing well. I wanted to follow up on our conversation from [date of conversation] about [specific topic discussed]. I believe [Your Company’s services or products] could be a great fit for your business, and I’d love to discuss these solutions further.

Please let me know if you have any questions or if you’d like to schedule another call. I’m available next week at [list some available times].

Best regards,
[Your Name]

3. The Content Email

Sending relevant content to your clients can help establish your expertise and build trust. Here’s an email you might send to introduce some new content and deepen the connection with your client. This is also a great way to utilize the information on your B2B blog.

Subject: Tips for [specific business challenge]

Dear [Client Name],

Our experts recently completed an article that I think could be helpful for your business. It’s about [specific business challenge], which is something I know you’re working on. We collected a lot of valuable information, and I wanted to pass this along to you.

Here’s the link to the article: [insert link].

I hope you find this helpful. Please let me know if you have any questions or if there’s anything else I can do to support your business.

Best regards,
[Your Name]

4. Feedback Request Email

Asking for feedback from your clients can help you improve your services and build stronger relationships. This is also a great way to show that you care about your clients, you’re listening to their needs, and you’re constantly improving.

Here’s an B2B email template you might use to request feedback from your clients and start a conversation.

Subject: Help us improve!

Dear [Client Name],

I hope you’re doing well. At [Your Company], we’re always looking for ways to improve our services and provide more value to our clients. Your feedback is incredibly valuable, and helps us move forward in the right direction.

Would you be willing to take a few minutes to complete a short survey? We appreciate your input immensely.

Here’s the link to the survey: [insert link].

Thank you for your time, and please let me know if you have any questions or concerns.

Best regards,
[Your Name]

5. Referral Request Email

Asking for referrals can help you expand your network and generate new business. You might send an email like this to a current client so you can get in touch with their colleagues. It’s a good idea to include essential information about your business, so your client can simply forward the message to anyone who might be interested, with relatively little effort required on their part.

Here’s an example of a referral request email you might customize:

Subject: Request for referral

Dear [Client Name],

I hope you’re doing well. Our business relationship has been terrific, and I wanted to extend our services to others in your network who might benefit. I appreciate working with you a great deal, and I would value your referral to any of your colleagues or contacts that might be interested.

As you know, we specialize in [specific services or products], and we’re always looking to help more businesses achieve their goals. We are solution-oriented, and always excited to tackle challenges in our industry.

If someone in your network might be interested in learning more about what we do, I would greatly appreciate a referral. We always appreciate the opportunity to connect with new businesses and explore how we can help.

Thank you for your time, and please let me know if you have any questions or if there’s anything else I can do to support your business.

Best regards,
[Your Name]

6. Thank You Email

Don’t forget to show gratitude to your clients for their business and their time. A simple thank you email can go a long way in building strong relationships.

Here’s an example:

Subject: We appreciate you

Dear [Client Name],

I wanted to take a moment to thank you for your business and for the trust you’ve placed in [Your Company]. We appreciate the opportunity to work with you and to help your business succeed.

Please don’t hesitate to reach out if you have any questions or concerns, or if there’s anything else we can do to support your business.

Thank you again for your business, and we look forward to continuing to work with you.

Best regards,
[Your Name]

Tips for Better B2B Emails

As you’re personalizing these B2B email templates, consider these tips. These tips can help you increase response rates and engagement in general.

  • Utilize a CRM system: A CRM system can show you how potential clients are engaging with your content. Instead of emailing prospective clients randomly, your CRM can gather the contact information of potential clients that have already showed interest in your website. It’s likely that these clients are already researching your company, and reaching out to them is likely to be more fruitful.
  • Personalize: Wherever possible, personalize your messages according to your client’s challenges and industry. This might include case studies from similar businesses, specific solutions you provide, specific information that could interest your client, or information you remember from previous interactions.
  • Provide solutions: Providing information, assistance, or other solutions can help strengthen relationships and lead to purchases at a later time. These relationships can take time to forge, but patience can pay off as potential clients see you as an expert resource in your field.


Crafting effective B2B emails requires careful planning, attention to detail, and a focus on building relationships. By using these six templates as a starting point, you can create personalized, professional emails that engage your clients, establish your expertise, and ultimately drive revenue for your business.

Executive's Guide to Inbound Marketing

All of the tools you'll need to run successful inbound marketing campaigns.

Leave a Reply