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5 Great Consultation Email Templates To Copy & Paste

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Your consultation email is often the first real conversation you have with a potential client. Getting it right can make all the difference in landing the project.

Using a template is the simplest way to ensure you’re clear, professional, and cover all the important details. We’re breaking down five key templates every creative business needs.

Tips for Writing Consultation Emails

  • Personalize beyond the name. Reference a specific detail from their inquiry form. It shows you’re paying attention and are already invested in their project before the first call even happens.
  • Outline the next step. Clearly state the purpose and length of the consultation call. When people know what to expect, they feel more comfortable and prepared.
  • Make booking simple. Ditch the back-and-forth of finding a time. Provide a direct link to your calendar. It’s a small touch that respects their time and makes you look professional.
  • Focus on the meeting. The email's job is to secure the consultation, not to give away all your ideas upfront. Keep it brief and centered on getting them to the next step: a real conversation with you.

Types of Consultation Email Templates We Will Cover

  1. Initial Inquiry Email Template
  2. Follow-Up Consultation Email Template
  3. Appointment Confirmation Email Template
  4. Feedback Request Email Template
  5. Service Proposal Email Template

5 Consultation Email Templates

1) Initial Inquiry Email Template

<template>

Subject: Let's chat about your [*Project/Service*] inquiry

Hi [*Client Name*],

Thank you for reaching out. I’ve reviewed your inquiry, and I was particularly interested to learn about [*mention a specific detail from their form*].

Based on what you've shared, the next step is a complimentary [*e.g., 20-minute*] discovery call. This will give us a chance to discuss your goals in more detail and see if we're a good fit to work together. There's no pressure to move forward; it's simply a conversation to see how I can help.

You can book a time that works for you directly on my calendar here: [*Your Booking Link*].

I look forward to connecting.

All the best,

[*Your Name*]

[*Your Title*]

[*Your Company Name*]

[*Your Website*]

</template>

2) Follow-Up Consultation Email Template

<template>

Subject: Following up on our chat about [*Project/Service*]

Hi [*Client Name*],

It was great speaking with you earlier. I especially enjoyed hearing about [*mention a specific goal or challenge they shared*].

As promised, I’ve put together a proposal that outlines how we can work together to achieve [*mention their desired outcome*]. It includes the project scope, timeline, and investment.

You can review the proposal here: [*Link to Proposal*]

Please take your time to look it over, and let me know if you have any questions. I'm happy to clarify anything.

Best,

[*Your Name*]

[*Your Title*]

[*Your Company Name*]

[*Your Website*]

</template>

3) Appointment Confirmation Email Template

<template>

Subject: Confirmed: Your meeting on [*Date*] at [*Time*]

Hi [*Client Name*],

This is a confirmation that your appointment is scheduled for [*Date*] at [*Time*] [*Time Zone*]. A calendar invitation has been sent to your email.

We'll meet via [*Video Conferencing Link/Location*]. During our call, we'll discuss [*briefly mention meeting agenda or goal*] to ensure we're aligned on the next steps.

If you need to reschedule or cancel, you can do so directly from the calendar invitation or by using this link: [*Reschedule/Cancel Link*].

Looking forward to our conversation.

Best,

[*Your Name*]

[*Your Title*]

[*Your Company Name*]

[*Your Website*]

</template>

4) Feedback Request Email Template

<template>

Subject: Your feedback on the [*Project/Service*]

Hi [*Client Name*],

I'm writing to follow up on our recent work together on [*Project Name*]. I hope you're pleased with the outcome.

Your perspective is incredibly valuable as I'm always looking for ways to improve my services. I would appreciate it if you could take a few moments to share your thoughts on the process.

I've created a brief form to make it easy. You can find it here: [*Link to Feedback Form/Survey*].

Thank you for your time and for trusting me with your project.

Best,

[*Your Name*]

[*Your Title*]

[*Your Company Name*]

[*Your Website*]

</template>

5) Service Proposal Email Template

<template>

Subject: Proposal for your [*Project Name*]

Hi [*Client Name*],

Following our conversation, I've put together a detailed proposal for your [*Project Name*]. It was great to learn more about your vision for [*mention a specific goal or detail from the conversation*].

This proposal outlines the full project scope, a projected timeline, and the investment details. I've designed it to clearly map out how we can achieve [*mention their desired outcome*] together.

You can view the complete proposal here: [*Link to Proposal*]

Please take a moment to review it. I'm here to answer any questions you might have. I'm looking forward to the possibility of working together.

Best,

[*Your Name*]

[*Your Title*]

[*Your Company Name*]

[*Your Website*]

</template>

What About Using Flodesk?

Flodesk

Putting these consultation email templates into practice is the next logical step, and Flodesk is built to make that process seamless. We provide small businesses with the tools to manage and expand their email list effortlessly. You can build, send, and automate your client communications without needing any background in coding or design, allowing you to focus on engaging your audience.

Our platform is designed to be straightforward for everyone, from beginners to experts. We equip you with an intuitive email builder, effective automation workflows, and clean, professional forms. Flodesk gives you all the necessary components for successful email marketing, stripping away the unnecessary complexity so you can create emails that get results.

Wrapping Up

Your consultation emails are a key part of your client workflow. These templates provide a clear and professional starting point for those important conversations.

Ready to put these templates into action? Sign up for Flodesk to build and automate your client communications.

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Flodesk Team
ABOUT THE AUTHOR
Flodesk Team

Flodesk Team is passionate about empowering entrepreneurs and businesses to create stunning, effective emails. With expertise in email marketing, automation, and design, we’re here to share insights, tips, and strategies to help you grow your brand.

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