Getting a consultation request is exciting—it’s the first step toward a new client relationship. But figuring out exactly what to say in that first email can be tricky.
Having a few go-to templates makes all the difference. They give you a solid starting point, so you can reply quickly and confidently every time.
<template>
Subject: Re: Your inquiry about [*service/project*]
Hi [*Client Name*],
Thanks for reaching out. I’ve reviewed your message about [*their project or inquiry*], and it sounds like an interesting challenge.
Based on what you've shared, I'm confident we can help you [*achieve their stated goal*]. The best next step is a complimentary [*XX-minute*] consultation call to dive deeper into your needs and see if we’re the right fit for each other.
You can schedule a time that works for you directly on my calendar: [*Link to your scheduling tool*]
Looking forward to connecting,
[*Your Name*]
[*Your Title*]
[*Your Company*]
[*Your Website*]
</template>
<template>
Subject: Re: Our conversation about [*Project/Goal*]
Hi [*Client Name*],
It was great connecting with you earlier to discuss [*their project or goal*]. I enjoyed learning more about what you're building.
To recap our conversation, we talked about [*key challenge or point discussed*] and how our [*specific service*] can help you [*achieve their desired outcome*].
As promised, I’ve put together a proposal that details the project scope, timeline, and investment. You can review it here: [*Link to proposal or attachment*]
Please take a look and let me know if you have any questions. If everything looks good, the next step is to [*e.g., sign the agreement*] to get started.
I'm excited about the possibility of working together.
[*Your Name*]
[*Your Title*]
[*Your Company*]
[*Your Website*]
</template>
<template>
Subject: Confirmation: Your consultation on [*Date*]
Hi [*Client Name*],
This is a confirmation that your appointment is scheduled for [*Date and Time*].
The meeting will take place here: [*Meeting Location/Link*]. During our call, we’ll discuss your goals for [*project/service*] and outline a potential path forward.
If you need to reschedule or cancel, you can do so here: [*Rescheduling Link*].
I'm looking forward to our conversation.
[*Your Name*]
[*Your Title*]
[*Your Company*]
[*Your Website*]
</template>
<template>
Subject: How was your experience with [*Your Company*]?
Hi [*Client Name*],
Now that our work on [*Project Name*] is complete, I’d appreciate it if you could share some feedback on your experience.
Your insights are valuable and help us refine our process. We have a short survey that should only take a few minutes to complete.
You can access it here: [*Link to feedback form/survey*]
Thank you for your time and for choosing to work with us.
[*Your Name*]
[*Your Title*]
[*Your Company*]
[*Your Website*]
</template>
<template>
Subject: Your proposal for [*Project Name*]
Hi [*Client Name*],
Following our conversation, I've put together a proposal for your [*Project Name*] project. It was great learning about your vision, and I'm confident we can bring it to life.
The proposal outlines the project scope, timeline, and investment. You can review it here: [*Link to proposal*]
Please take a look and let me know if you have any questions. If you're ready to move forward, the next step is to [*e.g., sign the agreement*] to get started.
I'm excited about the potential of this project.
[*Your Name*]
[*Your Title*]
[*Your Company*]
[*Your Website*]
</template>
While these templates provide a solid foundation for your consultation process, Flodesk gives you the tools to put them into action. We offer intuitive email marketing designed for small businesses, helping you manage and monetize your client communications without needing any coding or design skills. You can create, send, and automate emails that engage your audience and drive revenue.
Trusted by over 100,000 businesses, our platform helps both beginners and experts send high-converting emails in a radically simple way. With our intuitive email builder, powerful automations, and beautiful forms, Flodesk provides everything you need for effective email marketing—without the complexity.
Having a set of reliable templates gives you the confidence to manage client conversations effectively. It’s about creating a smooth, professional experience from start to finish.
Flodesk provides the tools to bring that professionalism to life through thoughtful design. Get started with Flodesk and build emails that reflect the quality of your work.
