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.
repmanagerIntermediate⏱ 20-25 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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