7 steps to an effective business plan – Follow up email sequence

Email Sequence – Follow up to the Business Plan eBook

These email templates are best used after a subscriber downloads your 7 steps to an effective business plan eBook. They can be revised to suit your firm’s individual needs, including using your own subject line or preview line, adding your logo and signature, and including your contact information.

Before sending this email to your contacts, please make sure you do the following:

  1. Replace all highlighted text with your firm’s information
  2. Make sure your logo and signature appear in the email
  3. Revise any content to ensure it reflects your firm

Email Template 1

Subject line: Thanks! Here’s your copy
Preview Line: Download your copy of the 7 steps to an effective business plan eBook

— body of email—

Hi (first name)

Thanks for downloading the 7 steps to an effective business plan eBook. Here’s a (link) for you to save if you need to come back to it later. Before you get started, please download your free business plan template.

This guide provides you with important information on writing an effective business plan. Please let us know if you need any help at any stage.

Many thanks,

(Your name)

Email Template 2

Subject line: Need more help with your business plan?
Preview Line: Let’s chat about your business plan!

— body of email—

Hi (first name)

I hope you found our 7 steps to an effective business plan course useful. If you’d like detailed help with your plan or any aspect of your business, we’re here to help.
If you’d like to chat about your business, you can contact us by calling (phone) or emailing (email address)

Of course, there’s no charge and absolutely no obligation.
Thanks!

(Your name)