How To Send A Follow Up Email Hub Spot

How To Articles

As an individual who has dedicated a significant amount of time to the sales and marketing field, I recognize the significance of follow-up emails in establishing connections and securing deals. In this article, I will lead you through the steps of sending a follow-up email via HubSpot, a widely-used customer relationship management (CRM) platform. Additionally, I will provide personal insights and tips to enhance the effectiveness of your follow-up emails.

Step 1: Plan Your Follow-Up Email

The first step in sending an effective follow-up email is to plan your approach. Before you start typing, think about the purpose of your email and the desired outcome. Are you following up after a meeting, a phone call, or a previous email? Clarifying your objective will help you structure your email and determine the tone and content you should use.

Personal Touch: Reflect on the previous interaction and include a brief mention of something specific that was discussed. This shows that you were paying attention and adds a personal touch to your email.

Step 2: Craft a Compelling Subject Line

The subject line is your first opportunity to grab the recipient’s attention and make them want to open your email. It should be concise, clear, and compelling. Avoid generic subject lines like “Follow-up” or “Checking in.” Instead, try including a key benefit or a specific question to pique their curiosity.

Personal Touch: Use the recipient’s name in the subject line to make it more personalized and grab their attention.

Step 3: Write an Engaging Introduction

In the introduction of your follow-up email, remind the recipient who you are and why you are reaching out. Keep it concise and friendly. It’s important to establish a connection and remind them of the context of your previous interaction.

Personal Touch: Add a brief personal comment that shows you remember the recipient and the conversation you had. This could be related to a common interest or something you both discussed during your previous interaction.

Step 4: Share Valuable Content or Updates

After the introduction, it’s time to provide value to the recipient. This could be through sharing relevant resources, industry insights, or updates about your products or services. By offering something of value, you demonstrate that you are invested in their success and not just interested in making a sale.

Personal Touch: Add commentary to the content you are sharing. Explain why you believe it is relevant to the recipient’s situation and how it can benefit them specifically. This shows that you have taken the time to tailor the information to their needs.

Step 5: Include a Clear Call-to-Action

Every follow-up email should have a clear call-to-action (CTA) that guides the recipient on what to do next. Whether it’s scheduling a call, arranging a meeting, or providing feedback, be explicit about what you want them to do. Make it easy for them to take the desired action by including all the necessary details and any relevant links or attachments.

Personal Touch: Show enthusiasm and genuine interest in their response. Let them know that you are looking forward to hearing from them and are available to answer any questions they may have.


In conclusion, sending a follow-up email using HubSpot can be an effective strategy for building relationships and closing deals. By following these steps and adding personal touches, you can make your follow-up emails stand out and increase your chances of getting a response. Remember, the key is to be genuine, helpful, and focused on providing value to the recipient. Happy emailing!