Agency Partner Resource

Sales Email Templates for Agency Partners

Everything in [BRACKETS] is a placeholder — swap it out before sending. These emails are intentionally warm and low-pressure. The goal of every email is a conversation, not a close. Let the pitch deck do the heavy lifting.

How to Use This Page

There are six email templates covering every stage of the client journey — from first introduction through to upselling and long-term retention. Each one has multiple variations so you can match the tone to your relationship with the client.

Start with the intro email that fits your situation, then work through the sequence as the relationship develops.

The goal here is a meeting, not a sale. Keep it personal, keep it short, and make it about them — not about the service.

Option A: For clients you've worked with for a long time

Your go-to starting point. This is the easiest sell you'll ever make.

Subject: Something new from [YOUR AGENCY NAME] — we think you'll love this Hi [CLIENT FIRST NAME], We've really loved working with you on [SPECIFIC SERVICE — e.g. your paid search strategy / your local SEO / your website], and we're excited to share something new we've been building out. We're now offering social media content as a fully done-for-you service. Based on what we know about [CLIENT COMPANY NAME], we think it could be a natural next step. Here's what's included: Completely done for you — we handle strategy, content creation, and scheduling Built around [SPECIFIC SERVICE YOU PROVIDE THEM] — social that works with what we're already doing, not separate from it You approve everything before it goes live — one review per month, that's it We handle the rest — once approved, content is scheduled and published automatically across your platforms We've put together a quick overview with everything you need to know. 👉 [Check out our service offering here]([PASTE YOUR PITCH DECK LINK]) If it looks like a good fit, I'd love to hop on a quick call to walk you through it. Just reply here or grab a time: [CALENDAR LINK] Talk soon, [YOUR NAME] [YOUR AGENCY NAME]

Option B: For clients you haven't spoken to in a while

Re-open the conversation with something valuable, not a generic check-in.

Subject: Checking in — and something new we think you'll find valuable Hi [CLIENT FIRST NAME], It's been a little while since we've connected, and I wanted to reach out with something I think could be really useful for [CLIENT COMPANY NAME]. We've been building out a social media content service, and based on what we know about your business from our work together on [SPECIFIC SERVICE], I think it could be a strong fit. Here's the short version: Completely done for you — we handle strategy, content creation, and scheduling Built around [SPECIFIC SERVICE YOU PROVIDE THEM] — social that works with what we've already been doing together You approve everything before it goes live — one review per month, that's it We handle the rest — once approved, content is scheduled and published automatically We've put together a quick overview with everything you need to know. 👉 [Check out our service offering here]([PASTE YOUR PITCH DECK LINK]) Would love to catch up and walk you through it if it looks interesting. Just reply here or grab a time: [CALENDAR LINK] Talk soon, [YOUR NAME] [YOUR AGENCY NAME]

Option C: For brand new clients

Introduce social early — before they've started looking elsewhere for it.

Subject: One more thing we can take off your plate Hi [CLIENT FIRST NAME], Now that we're a few weeks into working together on [SPECIFIC SERVICE], I wanted to flag something else we offer that a lot of our clients find really valuable. We offer social media content as a fully done-for-you service, and based on what we're already doing for you, we think it's a natural next step for [CLIENT COMPANY NAME]. Here's what's included: Completely done for you — we handle strategy, content creation, and scheduling Built around [SPECIFIC SERVICE YOU PROVIDE THEM] — social that reinforces what we're already doing, not separate from it You approve everything before it goes live — one review per month, that's it We handle the rest — once approved, content is scheduled and published automatically We've put together a quick overview with everything you need to know. 👉 [Check out our service offering here]([PASTE YOUR PITCH DECK LINK]) Happy to walk you through it on our next call, or just reply here if you want more info first. Talk soon, [YOUR NAME] [YOUR AGENCY NAME]

Filled-in example — see what Option A looks like in practice

Fictional example. Agency: Pinnacle Digital, an SEO and PPC agency in Austin. Client: Bright Smile Dental, a multi-location dental group they've worked with for two years on paid search and local SEO.

Subject: Something new from Pinnacle Digital — we think you'll love this Hi Sarah, We've really loved working with you on your paid search and local SEO strategy, and we're excited to share something new we've been building out. We're now offering social media content as a fully done-for-you service. Based on what we know about Bright Smile Dental, we think it could be a natural next step for your practice. Here's what's included: Completely done for you — we handle strategy, content creation, and scheduling Built around your paid search and SEO strategy — social that works with what we're already doing, not separate from it You approve everything before it goes live — one review per month, that's it We handle the rest — once approved, content is scheduled and published automatically across your platforms We've put together a quick overview with everything you need to know. 👉 Check out our service offering here If it looks like a good fit, I'd love to hop on a quick call to walk you through it. Just reply here or grab a time at calendly.com/pinnacle-digital. Talk soon, Marcus Pinnacle Digital

Before you send — quick checklist

Swapped in client's first name
Named the specific service you provide them
Added your pitch deck link
Added your calendar link or removed the placeholder
Read it out loud — does it sound like you?

Customisation tips

[SPECIFIC SERVICE YOU PROVIDE] — be precise here. "Your Google Ads strategy" lands better than "our work together." The more personal it feels, the higher the reply rate.

The bullet points — keep it to three or four maximum. Clients skim. The deck is where the detail lives.

Tone — these emails are warm and low-pressure by design. Don't oversell in the email. That's what the deck is for.

Most deals don't close on the first email. This one re-opens the conversation without being pushy.

Subject: Following up — any questions about social media? Hi [CLIENT FIRST NAME], I just wanted to follow up in case my last email got buried — completely understand how busy things get. To quickly recap: we've been expanding into social media content as a done-for-you service, and based on what we're already doing for [CLIENT COMPANY NAME], I think there's a natural fit here. If you had a chance to look at the overview I sent, I'd love to jump on a quick call to answer any questions. If you haven't had a chance yet — no worries at all, here's the link again: 👉 [Check out our service offering here]([PASTE YOUR PITCH DECK LINK]) Even 15 minutes on a call would be enough to see if this makes sense for you. Happy to work around your schedule — just reply here or grab a time: [CALENDAR LINK] Talk soon, [YOUR NAME] [YOUR AGENCY NAME]

They said yes. Now make them feel like it was the right decision from the very first email.

Subject: Welcome aboard — here's everything you need to get started Hi [CLIENT FIRST NAME], We're so excited to be working with you on social media for [CLIENT COMPANY NAME] — this is going to be great. To get everything moving, we just need a few things from you to start building your content: Step 1 — Fill out our onboarding form This covers your brand voice, goals, target audience, and content preferences. It takes about 10 minutes and makes a huge difference in how well the first month of content lands. 👉 [Onboarding Form Link] Step 2 — Share your brand assets Please upload any logos, brand colours, photography, or existing content here so we can match your look and feel from day one. 👉 [Google Drive / Dropbox Link] Step 3 — Book your onboarding call Once we have your details, we'll get on a quick call to finalise your strategy and confirm your content schedule. Grab a time that works for you: 👉 [CALENDAR LINK] A couple of things worth knowing as we get started: Content is delivered to you for review on the 15th of each month Once you send feedback, revisions are turned around within 24–48 hours (anything received on a Friday comes back Monday) Nothing goes live without your approval — you're always in control If you have any questions before we connect, just reply to this email. We're looking forward to getting started. [YOUR NAME] [YOUR AGENCY NAME]

Make reporting feel like good news, not a homework assignment. Lead with the headline, support it with numbers, and always end with a forward-looking next step.

Subject: [CLIENT COMPANY NAME] — your [MONTH] social media results Hi [CLIENT FIRST NAME], Your [MONTH] social media report is ready — here's a quick summary of how things went: The headline: [ONE-SENTENCE SUMMARY OF THE MONTH — e.g. "October was your strongest month for reach yet, with content seen by over 12,000 unique people — up 28% from September."] Key numbers: Reach: [NUMBER] ([+/-]% vs last month) Engagement rate: [NUMBER]% (platform average is [BENCHMARK]%) Follower growth: [+NUMBER] new followers Top performing post: [LINK] — [brief description of why it worked] What worked this month: [2–3 sentences on the best performing content and why — e.g. "The behind-the-scenes post from your team event generated 3x the average engagement. Authentic, human content is consistently outperforming polished graphics for your audience — we're leaning into more of this next month."] What we're focused on next month: [2–3 sentences on the plan — keep it specific and tied to the results above] Full report here: 👉 [REPORT LINK] I'd love to walk you through it on a quick call — would [DATE/TIME] work, or feel free to grab a time here: [CALENDAR LINK] [YOUR NAME] [YOUR AGENCY NAME]

Don't wait for a client to go quiet before you reach out. Proactive communication is the single biggest driver of long-term retention.

Subject: Quick check-in — how is everything going? Hi [CLIENT FIRST NAME], Just wanted to check in and see how everything is feeling from your end. We're always looking at the data on our side, but the thing we can't always see is whether the content feels right to you — whether it's matching your voice, your priorities, and what's happening in your business right now. A couple of quick questions: Is there anything in the content style or tone you'd like to shift? Are there any upcoming events, promotions, or announcements we should be building content around? Is there anything we could be doing differently that would make this more valuable for you? No action needed if everything feels good — just wanted to make sure you know we're paying attention and that the door is always open. Talk soon, [YOUR NAME] [YOUR AGENCY NAME]

The best time to expand an account is when results are already moving in the right direction. Lead with the data, not the pitch.

Subject: An idea for [CLIENT COMPANY NAME] based on what we're seeing Hi [CLIENT FIRST NAME], I've been reviewing your social media results over the past few months, and I wanted to share something I think is worth a conversation. [SPECIFIC OBSERVATION — e.g. "Your Instagram content is consistently outperforming the platform average for engagement, and we're seeing strong traffic to your website from social. That tells us your audience is engaged and ready to act."] Based on that, I think there's a real opportunity to [SPECIFIC EXPANSION — e.g. "add LinkedIn into your strategy to reach a professional audience" / "introduce short-form video content to capitalise on the reach Reels are generating right now" / "expand to a second platform while the momentum is strong"]. I don't want to add anything that isn't going to move the needle for you — but based on what the data is showing, I think this one is worth talking through. Would [DATE/TIME] work for a quick call, or grab a time here: [CALENDAR LINK] [YOUR NAME] [YOUR AGENCY NAME]