Tips

5 Great Discovery Call Email Templates To Copy & Paste

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That first email asking for a discovery call is more than just an introduction—it's the start of a potential relationship.

Working from a template gives you a solid foundation. This way, you can skip the stress of what to write and focus on personalizing your message to make a genuine connection.

Tips for Writing Discovery Call Emails

  • Nail the subject line. Your subject line is your first impression, so make it count. Keep it short and intriguing. Try something like "Question about [Their Company Name]" or reference a mutual connection. This helps you stand out in a crowded inbox.
  • Make it genuinely personal. Go beyond their first name. A quick mention of their latest project, a post they shared on LinkedIn, or a recent company win goes a long way. It proves you're reaching out to them specifically, not just blasting a list.
  • Focus on their world, not yours. Resist the urge to list all your features. Instead, connect what you do to a problem they might be facing or a goal they're working toward. Frame your solution as a direct benefit to them to show you're focused on providing value from the start.
  • Keep it brief and scannable. No one wants to read an essay from a stranger. Use short sentences and paragraphs. Break up text to make it easy to digest on any device. Your goal is to get your point across quickly and respectfully.
  • Have a clear, low-friction ask. Make it incredibly easy for them to say yes. Instead of a vague "Let's connect," propose a specific, low-commitment next step. Suggesting a "15-minute call next week" is much easier to agree to than an open-ended request.

Types of Discovery Call Email Templates We Will Cover

  1. Initial Outreach Email Template
  2. Follow-Up Email Template
  3. Value Proposition Email Template
  4. Pain Point Email Template
  5. Referral Request Email Template

5 Discovery Call Email Templates

1) Initial Outreach Email Template

<template>

Subject: Quick question about [Their Company Name]

Hi [Prospect's Name],

I came across [Their Company Name] and was impressed by [mention something specific, like a recent project, article, or accomplishment].

At Flodesk, we help creators and businesses design emails that people love to open. I noticed you're working on [a relevant goal or project], and I had a few ideas for how you could potentially [achieve a specific benefit, e.g., increase engagement with your audience through better design].

Would you be open to a brief 15-minute chat next week to explore if this could be a good fit for you? No pressure at all if the timing isn't right.

Best,

[Your Name]

[Your Title]

[Your Company Name]

</template>

2) Follow-Up Email Template

<template>

Subject: Following up

Hi [Prospect's Name],

I'm following up on the email I sent last week. I was looking at [Their Company Name] again and had a few thoughts on how you could use email design to [achieve a specific goal, e.g., build a stronger community].

We help businesses like yours create simple, beautiful emails that stand out. It's all about giving you the tools to connect with your audience in a more meaningful way.

Would you be open to a 15-minute call to see if it’s a good fit? Let me know what you think.

Best,

[Your Name]

[Your Title]

[Your Company Name]

</template>

3) Value Proposition Email Template

<template>

Subject: A simpler way to design emails for [Their Company Name]

Hi [Prospect's Name],

I saw your recent work on [mention a specific project or campaign] and was thinking about the challenge of creating emails that both look great and perform well.

At Flodesk, our entire focus is on helping businesses like yours design beautiful emails without needing a team of developers or designers. We provide intuitive tools that empower you to build campaigns that connect with your audience and drive results.

I have a few specific ideas on how a design-forward approach could help you achieve [mention a relevant business goal, e.g., higher engagement or brand consistency]. Would you be open to a 15-minute call next week to discuss them?

Best,

[Your Name]

[Your Title]

[Your Company Name]

</template>

4) Pain Point Email Template

<template>

Subject: A thought on [Their Company Name]'s email strategy

Hi [Prospect's Name],

I've been following your work at [Their Company Name] and know that [mention a common pain point, e.g., creating consistently on-brand emails] can be a persistent challenge, especially when you're focused on growth.

Many businesses find themselves spending more time wrestling with clunky email builders than actually connecting with their audience. At Flodesk, we built our platform to solve that specific problem. We give you intuitive, design-forward tools to create beautiful campaigns that look great on any device, without needing any technical skills.

If this resonates with you, would you be open to a 15-minute call next week? I can walk you through how it works and see if it could help streamline your process.

Best,

[Your Name]

[Your Title]

[Your Company Name]

</template>

5) Referral Request Email Template

<template>

Subject: Connecting with the right person at [Their Company Name]

Hi [Contact's Name],

I'm writing in the hope you can point me in the right direction. I was looking into [Their Company Name] and was impressed by [mention a specific project or company achievement].

At Flodesk, we provide intuitive tools for businesses to design emails that people actually enjoy opening. I believe the person on your team responsible for [e.g., brand communications or email strategy] would find our platform particularly useful.

Would you be the right person to speak with about this? If not, could you please introduce me to the correct colleague? Any guidance would be greatly appreciated.

Best,

[Your Name]

[Your Title]

[Your Company Name]

</template>

What About Using Flodesk?

Flodesk

Now that you have these five discovery call email templates, you're ready to start making connections. At Flodesk, we believe the tools you use should be just as straightforward. We offer intuitive email marketing tools for small businesses, helping you grow your email list without needing any coding or design skills. You can create, send, and automate emails that engage your audience and support your business goals.

Our platform gives you a simple email builder, powerful automations, and beautifully designed forms. It’s everything you need for effective email marketing, all in one place and without the usual complexity. Thousands of businesses already use Flodesk to send emails that are both well-designed and high-performing, empowering beginners and experts alike to connect with their audiences in a more meaningful way.

Wrapping Up

These templates provide a clear path for your outreach, removing the guesswork so you can focus on the connection. We built Flodesk with that same principle, giving you intuitive tools to design emails that look and feel like your brand.

When you’re ready to create emails that people enjoy opening, you can get started with Flodesk. See for yourself how simple and effective your email marketing can be.

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Flodesk Team
ABOUT THE AUTHOR
Flodesk Team

Flodesk Team is passionate about empowering entrepreneurs and businesses to create stunning, effective emails. With expertise in email marketing, automation, and design, we’re here to share insights, tips, and strategies to help you grow your brand.

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