Demo follow-up template
The next note needs a new sentence. If it only bumps the first email, do not send it.
The next note needs a new sentence. If it only bumps the first email, do not send it. A reply ends the sequence, and the message after that answers what they said. It is not step three of the original plan.
A follow-up needs a new sentence
The second note should assume they saw the first and did not have a reason to answer. Do not open with a bump. Say the new thing in the first line, and keep the same ask so the thread is one conversation.
Stop when you are repeating yourself. A fixed cadence that ignores silence trains the filter on the people who did not want the mail. If a slice of the list goes quiet, pause that slice. Write down why you stopped, on the record, so the next touch is a new situation.
When to send, and when to stop
Silence is information. A cadence that ignores it trains the next send on people who already declined by not answering.
If none of those is true, leave the thread. Silence with a reason on the record is a better outcome than another bump.
- A new fact, a new date, or a smaller ask. If you do not have one, do not send.
- A reply of any kind ends the sequence. The next note answers what they said.
- Not interested is a stop. Not now is a date. Send me something is one short note with the fact they asked for.
- Write the reason you stopped on the record, so the next person does not restart the same thread.
When someone has already replied
A reply ends the sequence. The next message is a response to what they said, not step three of the original plan. If the tool cannot see the reply, a person has to stop the remaining steps by hand.
Not interested, not now, and send me something are different jobs. One is a stop. One is a date. One is a shorter note with the single fact they asked for. Sending the same follow-up to all three is how a decent first email becomes a nuisance.
Give the thread one job
The first email asked for one thing. The follow-up either adds a reason they did not have, or it stops. A bump that says you are floating this up is the same email with the volume turned up, and the filter has already seen it.
Keep the follow-up in the same thread, with the new sentence in the first line. A fresh subject line looks like a new cold email. People treat it as one, and you have lost the little context the first note earned.
Stop while the thread is still one conversation
Two notes with a new sentence are plenty for most people. A third is for a real change: a date they gave you, a fact you did not have, or a smaller ask. Anything else is the first email again.
When you stop, write why on the record. The next person on the account should be able to see the silence, and should not restart it because the sequence still had steps left.