Email Outreach Templates
Writing Email Outreach Templates for Cross-Selling Related Products
This prompt helps sales teams craft email templates to promote related products or services to existing customers. It focuses on leveraging customer data to identify complementary offerings, clearly communicating the benefits, and encouraging adoption.
Responsible:
Sales
Accountable, Informed or Consulted:
Sales, Customer Success, Marketing
THE PREP
Creating effective prompts involves tailoring them with detailed, relevant information and uploading documents that provide the best context. Prompts act as a framework to guide the response, but specificity and customization ensure the most accurate and helpful results. Use these prep tips to get the most out of this prompt:
Identify related products or services that complement the customer’s current usage.
Analyze customer data to determine the most relevant offerings for cross-selling.
Collaborate with product teams to gather use cases, success stories, and technical details for integration.
THE PROMPT
Help draft an email outreach template for cross-selling [specific related product or service] to customers already using [primary software product]. Focus on:
Subject Line: Crafting an engaging subject line that highlights the added value, such as ‘Expand Your Toolkit with [Related Product]’ or ‘Seamlessly Integrate [Product Name] with [Current Tool].’
Personalized Introduction: Acknowledging the customer’s current usage and how the additional product complements their workflow or goals. For example, ‘Since you’re already using [Feature X], you’ll love how [Related Product] simplifies [specific process].’
Feature and Benefit Highlights: Clearly explaining how the cross-sell offering integrates with their current product, providing specific use cases or success stories.
Call-to-Action (CTA): Encouraging action with CTAs like ‘Learn More,’ ‘Explore Add-Ons,’ or ‘Get Started Today.’
Optional Incentive: Including promotions or free trials for the additional product to lower the barrier to entry.
Provide an example email template with placeholders for customization based on the customer’s current product usage and potential needs. If additional details about the related product or target audience are required, ask clarifying questions to refine the email.
Bonus Add-On Prompts
Propose variations of email copy tailored for customers in different industries or use cases.
Suggest methods for integrating interactive elements, like videos or demos, into the email to showcase the related product.
Highlight strategies for linking the cross-sell email to detailed landing pages or case studies.
Use AI responsibly by verifying its outputs, as it may occasionally generate inaccurate or incomplete information. Treat AI as a tool to support your decision-making, ensuring human oversight and professional judgment for critical or sensitive use cases.
SUGGESTIONS TO IMPROVE
Focus on customers in specific segments, such as SMBs or enterprise clients, for tailored messaging.
Include suggestions for embedding visuals, like screenshots or comparison tables, to clarify the benefits.
Propose ways to bundle the related product with discounts or incentives for early adopters.
Highlight tools for automating cross-sell campaigns, such as email marketing platforms or CRM tools.
Add tips for analyzing cross-sell email performance, such as tracking conversion rates or click-throughs.
WHEN TO USE
To promote complementary products or services that enhance customer workflows.
During campaigns aimed at increasing customer retention and lifetime value.
When launching new add-ons or integrations that appeal to existing users.
WHEN NOT TO USE
If the related product lacks clear relevance or integration with the customer’s current tools.
When focusing on acquiring new customers rather than expanding existing accounts.