Tips

5 Great Discovery Call Email Templates To Copy & Paste

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Getting that first discovery call on the books is a huge step. But what do you say in the email to make it happen?

That's where having a solid template comes in. It takes the guesswork out of writing, letting you focus on connecting with potential clients instead of staring at a blank page.

Tips for Writing Discovery Call Emails

  • Lead with their world, not yours. Start by showing you get what they're up to. Mention a recent project of theirs or a challenge you see in their industry. It shows you've done your homework and aren't just sending a mass email.
  • Make booking a breeze. Don't create a back-and-forth email chain just to find a time. Give them a direct link to your calendar or suggest two or three specific time slots. The easier you make it, the more likely they'll click.
  • Give a little to get a little. Instead of just asking for their time, offer a reason to say yes. Share a quick, relevant observation or a small idea they can use right away. This builds trust before you even speak.
  • Write a subject line that gets opened. Skip the generic "Checking in." Try something more specific and intriguing like "Idea for [Their Company]" or "A thought on your recent launch." It should be clear and directly related to them.

Types of Discovery Call Email Templates We Will Cover

  1. Initial Outreach Email Template
  2. Follow-Up Email Template
  3. Value Proposition Email Template
  4. Pain Point Email Template
  5. Referral Request Email Template

5 Discovery Call Email Templates

1) Initial Outreach Email Template

<template>

Subject: A thought on [*Their Company's*] email marketing

Hi [*Prospect's Name*],

I've been following [*Their Company*] and was really impressed with [*mention something specific, like a recent launch or campaign*]. The work you're doing in the [*Their Industry*] space stands out.

I had a specific idea for how you could [*achieve a relevant goal, e.g., increase subscriber engagement*]. Based on my work with other companies, a small adjustment to your [*area of focus, e.g., welcome sequence*] could make a significant impact.

Are you open to a brief 15-minute call next week to discuss it? You can book a time that works for you directly on my calendar: [*Your Booking Link*].

Best,

[*Your Name*]

[*Your Title*]

[*Your Company*]

</template>

2) Follow-Up Email Template

<template>

Subject: Following up on my idea for [*Their Company*]

Hi [*Prospect's Name*],

I'm circling back on the email I sent last week about [*mention the specific idea from the first email, e.g., your email marketing strategy*]. I know how quickly inboxes can fill up.

When you have a moment, I'd be happy to walk you through the idea I had in mind. It’s a small adjustment that I think could make a noticeable difference for [*Their Company*].

If you’re open to a quick chat, you can book a time directly on my calendar: [*Your Booking Link*].

Best,

[*Your Name*]

[*Your Title*]

[*Your Company*]

</template>

3) Value Proposition Email Template

<template>

Subject: A way to [*achieve a specific outcome*] for [*Their Company*]

Hi [*Prospect's Name*],

I was looking at how [*Their Company*] approaches [*a specific area, e.g., customer communication*], and I noticed you’re focused on [*mention a positive attribute, e.g., building a strong brand connection*].

We help companies like yours [*state the core value proposition, e.g., double their email conversion rates*] by focusing on [*explain the 'how' briefly, e.g., beautiful design and intuitive automation*]. Companies that switch to our platform often see [*mention a specific, tangible result*] because the process becomes simpler for their team and more engaging for their audience.

I have a few specific ideas on how this approach could directly impact your [*relevant metric, e.g., new subscriber engagement*]. Are you open to a quick 15-minute call next week to discuss them?

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

Best,

[*Your Name*]

[*Your Title*]

[*Your Company*]

</template>

4) Pain Point Email Template

<template>

Subject: An idea for your [*specific pain point, e.g., email design process*]

Hi [*Prospect's Name*],

I imagine that with everything on your plate, spending hours on [*mention a specific, tedious task, e.g., designing and segmenting campaigns*] is a challenge. It's a common friction point for growing brands in the [*Their Industry*] space.

We built our platform to address this directly. It helps teams like yours create beautifully effective emails without getting bogged down by clunky editors or complicated workflows. The goal is to give you back time while making your emails look better than ever.

I have a couple of ideas for how you could streamline this at [*Their Company*]. Are you open to a 15-minute chat next week to explore if this could be a fit?

You can book a time directly on my calendar: [*Your Booking Link*].

Best,

[*Your Name*]

[*Your Title*]

[*Your Company*]

</template>

5) Referral Request Email Template

<template>

Subject: A question from [*Referrer's Name*]

Hi [*Prospect's Name*],

[*Referrer's Name*] suggested I get in touch. They mentioned you’re the person to talk to about [*area of focus, e.g., email marketing*] at [*Their Company*].

We worked with [*Referrer's Company*] to help them [*mention a specific outcome, e.g., streamline their campaign creation*], and [*Referrer's Name*] thought you might be facing similar challenges.

I have a few ideas for how you could simplify your team's workflow and create more engaging emails. Are you open to a brief 15-minute call next week to discuss them?

You can book a time directly on my calendar: [*Your Booking Link*].

Best,

[*Your Name*]

[*Your Title*]

[*Your Company*]

</template>

What About Using Flodesk?

Flodesk

Once these templates help you secure new clients, the conversation shifts to nurturing your entire audience. Flodesk is designed to help you build and monetize your email list through campaigns that are simple to create.

Our platform gives you the tools to design and automate your emails, with no coding required. Start growing your business and see how it works at Flodesk.

Wrapping Up

Getting the conversation started is the first step, and these templates provide a clear path to booking that initial call. They remove the guesswork so you can focus on making a genuine connection.

Once you've landed the client, Flodesk helps you nurture that relationship and your entire audience. Start building and monetizing your email list with campaigns that are intuitive to design and send at Flodesk.

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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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