As the month comes to a close, your opportunity to meet sales goals begins to shrink. So, what can you do to make sure your team hits quota? 

Using templated emails can give your salespeople the boost they need to increase conversion rates at the end of the month.

Why should you send an end-of-the-month sales email?

The sales team is the beating heart of any business. They help generate revenue that keeps the business growing and attracts more customers. 

There are a few main reasons why an end-of-month sales email is crucial:

Engage customers

Sending promotions, check-ins, or general outreach at the end of the month can keep customers engaged. Sending an offer, exclusive deal, or discount can help increase retention.

Re-engage customers

Customers who may not have been very engaged can be reactivated with an email. An end-of-month email can be a powerful way to reactivate dormant customers by giving them an incentive to return.

Opportunity to upsell

Whether the customer is new or ongoing, your company may have products that you can upsell or add to their purchase history. An end-of-month email is a great way to communicate this. 

What are some key components of an email?

An effective template depends on a few key features. Each template should be made for the different stages of the customer journey. 

Cold emails, or prospecting emails, are designed for the first contact with a customer who hasn’t received anything from you before. A follow-up email is designed to convert someone who has engaged with your company.

Here are some of the most crucial components of an effective email and how to use them to your advantage.

Subject line

Your subject line is your first opportunity to get your customers' attention, and it is your only shot at getting them to open the email. Your open rate depends heavily on the subject line's ability to deliver your sales proposition concisely and include other important details.

Your subject line needs to grab the reader's attention, be short and sweet, enticing, personalized, and solve a problem. That can sound like a lot to squeeze into such a small space, but it can be done effectively and successfully. 

Include a personalized touch, as most companies do — it can increase your open rates.

Introduction

Once the customer opens the email you'll want to greet them properly. Using automation in your emails can help you easily plug in the name or details of your customer. Personalization in the introduction can make the email feel like it was sent with care rather than an email blast. 

Depending on your industry and your company's tone, starting an email with "Hey [customer name]" or "Hello [customer name]" may be enough. If the email is a first-time contact, you'll want to introduce yourself, your company, and the purpose of the email very briefly. 

A customer wants to feel like their time matters by not having it wasted. They don't want to be expected to read a long introduction or giant email to find out why they're being contacted. Not to mention the fact that many emails are read on phones.

CTA (call to action)

The offer you present them with should include a proper CTA. The call to action tells the customer what action you expect them to take. It can be an invitation to click a button, click a link, use a discount code, or reply back to connect and get started.

The call to action invites your reader to take a next step. Hyperlink the text of your call out, like "Get started" or "Schedule a meeting with me," directly to the place where they can do the action. A personalized CTA can dramatically increase the conversion rate to close deals.

Sign off

Signing off your email lets the potential customer see all the information about you and your business. It can act as a business card that displays information like your name, company name, company phone number, and links to your social media accounts, like a LinkedIn profile.

All of this information gives a prospect's company a look into what your company is about. They may want to verify who you are and what your company offers and familiarize themselves before they respond.

What are some cold email templates (prospecting email templates)?

Give your potential customers a reason to buy your product or join your company by giving them a success story. 

Success story

Show them how you help customers grow with this simple template:

Subject line: Not happy with your results? Achieve [metric] with [your company]

Hello [prospect name],

I hope your month has been productive.

If you're looking to expand and find opportunities for growth as the month comes to a close, I'd like to share a recent win [your company] helped a client reach. 

[Client or company name] used [your product name/service] to reach [metric of your business or product].

We love seeing how our company can help others achieve their goals, and I'd love to help you replicate those same results in the months to come.

Let's set up a time to talk. [Call to action].

Best regards,

[Your name, your company name]

[Signature that contains company details and contact info]

Creating urgency

For a sales email focusing specifically on the urgency of the end of the month, offering a deal can be the enticement needed to get a deal closed.

Hi [prospect name],

As the month comes to a close, I wanted to send along a special offer.

Until the end of the month, we're offering a [X]% discount on our [product/service]. This opportunity can allow you to save money while helping you reach your goal of [value proposition].

This special pricing is only available until the end of the month, so don't miss out! [Call to action].

Best regards,

[Your name, your company name]

[Signature that contains company details and contact info]

What are some follow-up email templates?

For already engaged customers or reinvigorating a current customer, you can send them special offers or notes of appreciation. 

Here's a template for incentivizing current customers to provide a referral:

Hey [prospect name],

At [your company], we value our clients and the referrals you provide. To show our appreciation, we'd like to offer you a way to share in the mutual growth with [%] off of [product or service] when you give us a successful referral.

Let us know if you know anyone who needs help achieving your level of success. [call to action].

Best regards

[Your name, your company name]

[Signature that contains company details and contact info]

Another great way to reconnect with a customer is to send a note of appreciation:

Hey [prospect name],

[Your company name] would like to thank you for your interest in [your product/service]. We truly value the partnerships we create and are committed to the mutual connection we share on the road to success.

Please let me know if there's any way I can help support your growth.

Best regards

[Your name, your company name]

[Signature that contains company details and contact info]

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