From Proposal Requests to Getting Approvals: 6 Email Templates to Make Agency Communication Easier

Hi [First Name],

Thank you for your interest in [Agency]. We’ve worked with many companies that have struggled with [Key Challenge]. You can read up on the successes of our previous relationships here [Link] and here [Link].

We don’t create proposals at this point in the process as we’re a results-driven agency, meaning we need to better understand your business, challenges, and needs to be able to determine if and how we can help. Because of this focus, we only take on a certain number of new accounts per year — those clients who we are confident we can produce results for.

I’d love to schedule a call or in-person meeting to learn more about your marketing and sales goals for the year, your current marketing activities, and how our agency could work to improve results for [Company Name].

Here are a few dates and times that would work for us.

• [Date and Time]
• [Date and Time]
• [Date and Time]

Looking forward to chatting.

Best,

Hi [First Name],

Thanks for sending over the information on the additional content pieces you would like us to create prior to the launch of the new website. It’s a great idea, and I think they will add a lot of value to visitors who are unfamiliar with your brand and products.

I’ve gone ahead and updated the scope of work [Link or Attach] to include these two new content projects, which you will see reflected in the revised quote. The price for the additional content offers comes to [$X,000]. Take a look, and let me know if you have any questions. Once you approve, I’ll add those two projects to [Project Management Tool] where you’ll be able to review and track the timeline for completion and approvals.

Thanks,

Hi [First Name],

I hope you’re ready!

The team just finished up the design comps for the redesign of the homepage, and I’m so excited to show them off to you. I think you’ll find that while the two versions are very different, they both solve the problem of your visitors failing to understand how easy to implement your solution is.

But first, we want to highlight a few things from the approved creative brief to set the stage:

• [Target audience]
• [The problem the design should solve]
• [The action viewers should take]
• [The emotion/feeling people should have when viewing]

Now, here are the design mockups with an accompanying description of why we made certain decisions.

• Version 1 [Link]
• Version 2 [Link]

After viewing these, please let us know if you have any opinions on the following for each design:

• What’s memorable?
• Which do you think will appeal more to your target audience?
• Is the messaging in line with the needs/challenges of your visitors?
• Is the call to action compelling and clear? Could we do anything to improve this?
• Which one do you think will perform better with your target visitors?

As we mentioned in our last meeting, we think it would be valuable to do a heat mapping test on these two version to determine which converts at a higher rate. Here’s a [Link] to the description of the project and price for that test.

If you’d like to have a call to discuss this, click here [Link to Online Booking Calendar] to schedule time on my calendar.

Thanks,

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