Discover professionally-designed email templates built specifically for SaaS companies. Whether you're onboarding new users, announcing product updates, or recovering churned customers, our templates help you communicate effectively at every stage of the customer journey. Each template is optimized for conversion with clear CTAs, mobile-responsive design, and proven copywriting frameworks. Choose from free templates to get started quickly, or unlock premium designs for advanced features and customization options. Perfect for product managers, growth marketers, and customer success teams.
26 templates
Professional follow-up on project estimate
Gentle reminder follow-up if payment issue hasn't been resolved. Part of the Payment Recovery & Subscription Continuity campaign.
Final notice with clear urgency but without hostility. Explains that access has been paused and how to restore it. Part of the Payment Recovery & Subscription Continuity campaign.
Automated email that accompanies every estimate with context and value positioning. Part of the estimate conversion system.
Automated follow-up on pending estimates. Triggers automatically 3 days after estimate to check in and answer questions.
Automated follow-up that creates urgency with schedule availability. Triggers automatically 7 days after estimate.
Final follow-up before closing the estimate. Ask for a decision.
Proactive warning when card expiration is detected to prevent payment failures before they happen. Part of the Payment Recovery & Subscription Continuity campaign.
Confirm the scheduled job with prep instructions and expectations.
Day-before reminder to reduce cancellations and ensure client is ready.
Thank you email after completing the job. Include invoice and plant seeds for reviews/referrals.
Professional, low-pressure review request sent after project completion. Designed to increase authentic reviews on Google Business Profile, Yelp, Angi, and HomeAdvisor while maintaining positive customer relationships.
Proactive outreach to past customers about seasonal services.
Helpful, milestone-celebrating review request sent after loan closing. Designed to increase authentic reviews on Google Business Profile, Zillow, and LendingTree while maintaining positive borrower relationships.
Automated response to prospect inquiries that builds trust and schedules discovery meetings. Part of the AUM-growing prospect nurture system.
Schedule quarterly portfolio review meeting.
Automated pre-approval delivery that triggers when pre-approvals are issued. Keeps borrowers engaged during house hunting.
Celebrate CTC milestone and explain final steps.
Automated notification when subscription payment fails. Assumes good intent, explains the issue clearly, and makes it easy to fix in under a minute. Part of the Payment Recovery & Subscription Continuity campaign.
Professional, relationship-focused review request sent after financial planning engagement. Designed to increase authentic reviews on Google Business Profile, Yelp, and SEC/FINRA platforms while maintaining compliance standards.
Friendly, professional review request sent after electrical work completion. Designed to increase authentic reviews on Google Business Profile, Yelp, Angi, and HomeAdvisor while maintaining positive customer relationships.
Proactive outreach to past leads after weather events to surface active drainage problems and offer free reviews. Re-engages past leads and surfaces active problems.
Educational email that creates awareness about drainage warning signs and offers free property reviews. Educates and creates awareness.
Social proof email with story-based example that positions the business as helpful and proactive. Uses story without location details.
Direct offer email with clear value proposition for free drainage reviews. Lists exactly what the review includes.
Weather-triggered urgency email that capitalizes on visible drainage problems after storms. Creates urgency while problems are visible.
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