提高销售转化率的关键：10种实用跟进邮件模板指南

很多销售人员在开展销售活动或进行外联时，往往对首封邮件倾注大量精力，但忽视了跟进邮件的重要性。然而，研究表明，销售成功的关键在于持续跟进。因此，如果您希望提升业务成效，就必须重视每一次潜在客户的跟进。
 

以下是 10 种实用的跟进邮件模板，帮助您在不同情境下与客户保持联系，并增加成交机会。

1. 初次会面后的跟进邮件

场景描述：
在一场商务会议或社交活动上，您有机会与一位潜在客户见面。双方交谈融洽，对方表现出对您及您的业务的兴趣，甚至分享了名片或邮箱地址。此时发送一封跟进邮件，不仅是礼貌之举，也可以加深客户对您的记忆，为后续合作打下基础。

内容要点：
● 开场表达感谢，并重申会面内容。
● 回顾讨论中的一个亮点或对方提到的一个关键需求。
● 说明您对双方合作的期待。
综合起来，你的邮件内容大概可以是这样：

主题: Fantastic meeting you

Hi, [Name],
 

It was fantastic meeting you at [location/event]. Discussing [topic] with you was refreshing. If I could learn more about your position at [company] and what you do there, I might be able to help you, as [reason how you can help].

If you are up for it, I would love to set up a meeting to discuss it further. How does [date/time] sound for you?
Either way, feel free to keep in touch.
 

Regards.

2. 成功会面后的跟进邮件

场景描述：
您与潜在客户已经合作了一段时间，在一次深入的会面中，您为客户展示了产品的强大功能，客户对合作产生了浓厚的兴趣。这次会面非常成功，客户也对接下来可能的合作步骤表现出了积极态度。会后发送一封跟进邮件，能够让客户感觉到您的专业和高效。

主题: Great meeting today

Hey [Name],
 

I’d say our meeting went well today. Thank you for your time and attention. If my notes are correct, the current problems that [company] is facing are [problems the company is facing]. As I explained in the meeting, I believe that [your company] can help fix this issue, as [product/service] has the following features that will be useful for you:

● [Feature 1]
● [Feature 2]
● [Feature 3]

Of course, all that is left now is to decide which version of the [product/service] you want. I highly recommend [version], as it has [extra features].
How about we set up a call for [date/time] and we can discuss this further before you finalize your purchase?
 

Regards.

3. 补充信息的跟进邮件

场景描述：
在结束与客户的会面或电话沟通后，您突然意识到遗漏了一个重要信息，或忘了确认某些细节。这个细节可能会直接影响后续沟通甚至合作的顺利进行。给客户打电话或者亲自去见面可能不太合适，通过一封简短的邮件请求补充信息，则既显得礼貌，也能维护您的专业形象。

主题: Thanks for the meeting

Hey, [Name],
 

Thanks for the meeting today. It really helped me understand how [your company] can be of help to [company]. I am looking forward to our next meeting, but in the meantime, I wanted to ask, [information you need]?
 

Thanks in advance.
Regards.

4. 提供额外信息的跟进邮件

场景描述：
在客户表示出对产品的兴趣后，您可能需要提供一些详细的技术参数、案例分析或解决方案说明，以便客户深入了解产品的优势。如果您的产品复杂且需要定制化方案，此类邮件更是必不可少。此时的邮件不仅要满足客户的需求，还要体现您的专业知识与服务意识。

主题: The answer for your question from earlier

Hey, [Name],
 

I’m glad we got to speak at [event/place]. As I promised, I have found out the answer to your question about [topic]. [Insert answer here].
If you are interested in learning more, I have attached a PDF that explains all the features available with the [product/service]. Of course, we could always set up another meeting and I could walk you through it myself.
 

I look forward to your response.
Regards.

5. 留语音后的跟进邮件

场景描述：
当您拨打潜在客户的电话时，可能会遇到对方未接听的情况。这种时候通常会选择留下语音留言，但语音往往容易被忽视。发一封邮件确认并补充留言内容，不仅有助于提高回复率，还能显示您的诚意和耐心。

主题: Sorry I missed you

Hi, [Name],
 

I called earlier to [reason], but unfortunately, couldn’t get a hold of you.
As I explained in my voicemail, I’ll try you again on [date/time], but if that’s inconvenient for you, feel free to reach me at a [your number] or shoot me an email whenever you can.
 

Regards.

6. 参加展会、活动后的跟进邮件

场景描述：
您在行业展会、会议、社交活动等场合结识了新的潜在客户，并交换了联系方式。此类活动通常人流量大、信息繁杂，客户很可能不会对某一个人记忆深刻。事后及时发送跟进邮件，可以让客户回忆起您的形象，逐步建立专业联系。

主题: Great to have met you at [event]

Hi [Name],
 

It was great to see you at [event]. I hope you enjoyed the event as much as I did. More importantly, I hope I helped you learn more about [product/service] and how it can help make your life easy at [company].
I remember you asking about solutions to [problem], so I’ve attached [content name], a document that contains several excellent tips to [solve the problem] for your perusal. If you want to discuss the [content name] further or how [your company] can help you, feel free to let me know and I would be more than happy to set aside some time for you.
 

I’m here whenever you need me.
Regards.

7. 触发事件后的跟进邮件

场景描述：
触发事件通常是指客户的某些行为表现出对您产品的兴趣，如打开了您的营销邮件、访问了网站上的特定页面，或者下载了产品手册等。这类事件表明客户可能正处于决策过程的某个阶段，趁机跟进可以有效推动客户向成交方向靠近。

主题: Congratulations on your recent expansion

Hi, [Name]
 

I just read that [company] just expanded, and I wanted to offer you my congratulations. The work you’ve done in [field] is excellent and I am excited to see how [company] does in the future.
With your new expansion, I am sure you are in the need for [service], and I believe that [your company] is the best choice for you. As industry leaders in [field], we are well-prepared to help you out with [service], as we are [reason] and [reason].
I believe we both stand to benefit from working together. I would love to schedule a meeting on [date/time]. Let me know if that is suitable for you and we can get started on growing your company further.
 

I look forward to hearing back from you.
Regards.

8. 等待回复时的跟进邮件

场景描述：
当您已发送了几封邮件但未获回复，这可能是客户的时间安排问题，也可能是客户尚在决策中。此时发送一封温和的提醒邮件，既能保持沟通的连贯性，也能体现您的礼貌和耐心，不至于显得太过急切。

主题: Regarding my last email

Hi, [Name],
 

In case you missed the email that I sent on [day/time], I wanted to [purpose of the original email.]
If you would like to discuss this matter over the phone instead, please feel free to call me at [phone number]. I am available at any time during the week.
 

Looking forward to hearing back from you.
Regards.

9. 间隔久远后的跟进邮件

场景描述：
在日常工作中，您可能会因为忙于其他项目而与某些潜在客户失去联系，客户也没有主动联系您。此时，可以发送一封重新建立联系的跟进邮件，尤其适合那些合作可能性较高的客户。即便过去了较长时间，简洁而真诚的问候也能让对方感到您的关心。

主题: Been a while

Hi, [Name],
 

It’s been a while since we last talked. With how hectic things have been lately in [industry], it’s understandable.
Anyway, I was wondering how you are getting along with [project]. I believe I have mentioned this previously, [your company] is well-situated to help you. Our [product/service] is exactly what you need to increase your success in [subject].
I would love to talk further so that we can catch up and see how we can help each other out. How about [date/time]? Otherwise, let me know when you are free and we will arrange something.
 

Look forward to hearing back from you.
Regards.

10. 未成功后的告别邮件

场景描述：
多次跟进后，客户仍然没有表现出合作意向，甚至对您的邮件也不再回复。这时发送一封礼貌的告别邮件，是结束联系的专业方式，既能避免浪费时间，也能为双方的后续沟通留下积极印象。如果日后客户有新的需求，他们更可能因为您的专业态度而主动联系您。

主题: Perhaps it’s time to part ways

Hi, [Name],
 

I haven’t heard back from you since our last meeting. We’ve spent a fair amount of time together and I hope I have helped you with [issue] and [issue].
I am reaching out one last time in the hopes that we can continue working together. I have had some new ideas about how [your company] can help you with [problem]. I would love to discuss this more with you, but if I don’t hear back from you, I’ll assume it’s time to part ways.
In the meantime, I wish you all the success and I’ll keep an eye out for news about [company].
 

Thanks for your time.

跟进邮件的成功之道

要实现成功的跟进，最重要的是耐心和持续沟通的信心。请记住，很多销售机会不是在首次接触或简单沟通后就实现的，而是需要多次跟进和互动。根据 Iko System 的数据，13% 的客户在第四封邮件后才会回复，而在第六封邮件后回复的客户则高达 27%。有效的跟进不仅是一种礼貌，也是一种沟通的艺术。在营销活动中，利用 Geeksend 邮件自动化营销工具可以高效地管理和发送跟进邮件，为您的销售工作增添助力。
希望以上内容能为您提供启发，帮助您在不同情境下精准跟进，最终实现更多的销售转化。