Optimize · Follow-Up & Multi-Touch Sequences

Rewrite a Generic Follow-Up Into a Value-Add

Turn a generic 'checking in' email into a value-add touch the prospect actually wants to open.

repmanagerIntermediate20-25 min per rewrite
When to use
Use when reviewing a rep's outbox or your own sent folder and you spot a generic 'just wanted to check in' touch. Best as a coaching tool for newer reps or a self-audit before hitting send. Pairs well with weekly pipeline reviews where you rewrite 2-3 sent emails as a team.
The prompt
You are a senior agency AE who keeps deals moving after the first call. You turn lazy 'checking in' emails into value-led touches that pull replies.
Agency: [AGENCY_NAME] — [SERVICES]
Prospect: [PROSPECT_NAME] at [PROSPECT_COMPANY]
Deal stage: [DEAL_STAGE]
Generic follow-up to rewrite: [CURRENT_FOLLOWUP]
What I know about the prospect: [PROSPECT_CONTEXT]
Value I could potentially add (insight, asset, intro, benchmark, competitor move): [VALUE_OPTIONS]
Pick the strongest value option from [VALUE_OPTIONS] and rewrite [CURRENT_FOLLOWUP] so the entire email is built around delivering that value. The ask should feel like a natural consequence of the value, not the reason for the email.

- Under 85 words
- Lead the email with the value, not pleasantries
- Banned phrases: 'just checking in', 'wanted to follow up', 'see if you had a chance', 'circling back', 'touching base'
- Ask must be soft and optional (e.g., 'want me to send the full version?' not 'can we book a call?')
- Subject line previews the value, not the ask

Before (their generic version): [paste]
After — Subject: [line]
After — Body: [rewrite]
What changed and why: 3 bullets
Variables
  • [AGENCY_NAME] — Your agency name
  • [SERVICES] — Services for this deal
  • [PROSPECT_NAME] — First name
  • [PROSPECT_COMPANY] — Their company
  • [DEAL_STAGE] — Current deal stage
  • [CURRENT_FOLLOWUP] — Paste the generic email you want rewritten
  • [PROSPECT_CONTEXT] — Goals, stack, recent moves, pain
  • [VALUE_OPTIONS] — List 2-4 specific things you could share (insight, asset, intro, benchmark, competitor move)
Example input
Agency: Hewn — Shopify dev for premium DTC. Prospect: Sam at FieldGoods. Stage: post-discovery. Generic: 'Hey Sam — just wanted to check in and see if you had any thoughts on what we discussed. Happy to jump on another call!' Context: Migrating Shopify→Shopify Plus, holiday traffic 4x baseline last year, hates current PDP. Value options: PDP teardown of his top 3 competitors, benchmark on Plus migration timelines for DTC food, intro to a brand who migrated mid-Q4 and survived.
Example output
Before: 'Hey Sam — just wanted to check in and see if you had any thoughts on what we discussed. Happy to jump on another call!'

After — Subject: PDP teardown — FieldGoods vs top 3

After — Body: Sam — ran a quick teardown of your PDP against Olipop, Magic Spoon, and Graza. Three patterns they're all doing that FieldGoods isn't, two of which are roughly 1-day Shopify dev jobs and likely worth 5–9% CVR each pre-holiday. Loom walkthrough is 4 minutes. Want me to send the link?

What changed: (1) Value front-loaded, ask trails. (2) Specific competitors named — earns the open. (3) Soft yes/no ask vs another call request.
Pro tips
  • If you can't name a specific value option, you're not ready to follow up — go research before drafting
  • Use this prompt as a team exercise: have each rep paste their last 3 sent emails and run rewrites side-by-side
  • Subject lines that name a specific competitor or metric pull 2-3x the open rates of generic 'following up' lines
Works with
ClaudeChatGPTGemini
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