As salespeople and professionals, I'm sure you can relate to the sheer number of cold emails I get every hour of every day of the week. With so much noise in our inboxes (not to mention the issue of limited time), there’s a good chance we're not opening all of those emails.

但是,当我收到我将要见面的销售人员的会议前电子邮件时,我会打开电子邮件并查看内容的可能性要好得多。

Free Resource: Pre/Post Sales Meeting Email Templates

In this article we'll discuss:

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什么是预选电子邮件?

会议前电子邮件是会议前发送的电子邮件,以帮助收件人或潜在客户提前准备。从本质上讲,这种信件为潜在客户期望在会议期间的期望设定了基调,并确保每个人都在同一页面上。

While I am more likely to view this person’s email due to our upcoming commitment and prior relationship, I expect more from the email in terms of content.

The Importance of a Pre-Meeting Email

发送预告片电子邮件的一个简单优势是在比赛中脱颖而出。如果您进行一些研究并获得个人化,您将留在潜在客户面前并区分自己。

您还需要在整个销售过程中跟踪您的承诺和建议,以便以准确的方式进行后续信息,并且会议前的电子邮件可以帮助您实现这一目标。使业务个人和会议(或更好,超出)期望是完成更多交易的两种方法。

How to Write an Email for a Meeting

创建预选电子邮件模板

您可能知道您需要写一封会议前的电子邮件,甚至可能知道会见前电子邮件内容的一些基础知识,但是实际上,制作如此重要的沟通并不总是很容易出现。

At the very least, your pre-meeting email should include a reminder confirming the location, time, and date of the meeting. You also should ensure与会者know the purpose of the meeting, along with any reports, pre-reading, or requests for materials a day or two in advance.

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5 Free Pre-Sales Meeting Email Templates

在下面告诉我们一些有关您自己的信息,以获得访问权限。

要创建一个可靠的预选电子邮件模板,我们建议您遵循以下步骤:

1. Include a specific subject line.

For simplicity, the subject line should include the meeting day and topic. The moreattention-grabbing or relevant the subject lineis, the more likely your prospect is to open it.

根据Invesp,47%的电子邮件收件人根据主题行打开它们。具有个性化主题行的电子邮件比没有一个的电子邮件更大的可能性要高22%。

2. Write a personal greeting.

A simple greeting such as "Hi [name]!" or Hello [name] will suffice.

3. Write a brief reminder paragraph.

This paragraph should cover the purpose of the meeting and what you expect.

For example:

"I’m looking forward to meeting you at [location and time]. As I mentioned during our phone call on [date], I’ll be sharing [product], which relates to your [goal]. We aim to [witty line about your company brand]."

4.写一个简短的闭幕式。

Your closing paragraph can help guide the prospect to a piece of company content. This could be a link to a video, white paper, or some other quality content relating to your meeting.

提供提供潜在客户想要的任何其他材料,并使您可以提出问题或反馈。

For example:

"You can see a short video about [product] on our website if you’re curious. Feel free to email or call if you have any questions or further needs before we meet on [date and time]."

5.将其包裹起来。

You’re done. “Looking forward to meeting with you," followed by your name is one of the best ways to end a pre-meeting email.

Personalizing a Pre-Meeting Email

请记住,预科电子邮件模板只能让您走得太远。如果您还没有真正采用公司的bob全站appCRMyet, you need to do so to craft a killer personalized pre-meeting email.

All of the personal information you need about your prospects is in that CRM, and your job as a sales representative becomes much easier when you rely on your company’s existing tools and data when communicating with prospects.

此外,请记住在会议前电子邮件中包括对您的潜在客户最重要的销售内容。如果您不确定在哪里可以找到正确的内容,请使用公司的bob全站appsales and marketing productivity tools. Personalizing your pre-meeting email with just the right content could make or break your deal.

Pre-Meeting Email Template

我们在这里介绍了很多。让我们使用集线器email templatebelow as a starting point.

1. Standard Pre-Meeting Email Template

会议前电子邮件模板示例:标准电子邮件This is a standard template you can use for setting up an initial meeting while offering the prospect something of value beforehand. Let's see a similar email in action:

What we like:

This example kept things short, concise, and direct. They've reminded the prospect of the meeting they both agreed to, provided them with a brief outline of what will be discussed, and provided value to them in the form of a relevant content offer.

2.友好的提醒预聚会电子邮件模板

有时,您可能只想发送快速跟进以确认您的会议。在这种情况下,您可以使用下面的模板。

会议前电子邮件模板示例:友好提醒Let's see what this looks like as a real-world example:

What we like:

This email is short and sweet, confirming the date and time of the meeting, while also giving the recipient room to change the meeting date if the one listed is no longer feasible.

The addition of the agenda ensures that everyone comes to the meeting prepared and ready to discuss ideas.

3. Preparing a Prospect

有时,您可能需要在开会之前给潜在客户进行审查,以使他们有机会集思广益并提出问题。在这种情况下,下面的电子邮件模板将有充分利用。

pre-meeting email template example: preparing the prospectLet's check out a similar email in action:

What we like:

This email gives the prospect everything they need to know prior to the meeting to ensure they're making the best use of their time. By giving the prospect materials like a demo or service overview ahead of time, they can digest the information on their own time and start to visualize how your product can provide value to their business. It also gives them time to prepare any questions they have ahead of time.

4.确认与会者

虽然您可能只有在潜在客户的公司中有一次联系,但其他人可能想参加会议。bob全站app使用下面的模板确保所有与会者都得到邀请。

pre-meeting email template example: confirming attendeesSimilar to the examples above, this email confirms the date but also gives the recipient the opportunity to invite others. Let's check out a similar real-world example:

What we like:

此示例显示了销售代表对让所有利益相关者参与决策过程的重要性的理解。

Giving prospects the opportunity to add more guests will get more stakeholders involved and give you access to other contacts within the company.

Pre-Meeting Emails are Worth the Extra Step

Sending a pre-meeting email might seem formal, but it's a great way to ensure your plans go smoothly. Additionally sending an email ahead of time adds a human touch to your meeting instead of it being a faceless hold on your prospect's calendar.

Communication and relationship-building are what selling is all about, but you can't do either if you never meet.

Editor's note: This post was originally published on August 1, 2015 and has been updated for comprehensiveness.

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新的呼吁行动

最初发布于2022年5月2日上午8:00 am,更新于5月2日2022

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