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Sales
Guides

A Guide to Sales Prospecting Templates

Sales prospecting templates are structured frameworks used for outreach by revenue teams. In this guide, we’ll discuss the components, examples and how to personalize your prospecting at scale.

—
The 6sense Team
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Chapters

Chapter 1

What is a Sales Prospecting Template?

Chapter 2

What are the Components of a Sales Prospecting Template?

Chapter 3

Examples of Sales Prospecting Templates

Chapter 4

Hyper-Personalization at Scale

Table of Contents

Chapter 1

What is a Sales Prospecting Template?

Sales prospecting templates are structured frameworks used for outreach by revenue teams. If you don’t already have one, it’s time to start building it. If you do, it’s probably time to review it.

By offering a consistent format, sales prospecting templates bring efficiency to the complex processes of prospecting, allowing teams to quickly build rapport, personalize messages, and increase engagement. Sales prospecting templates save time and ensure that outreach is on-brand, professional, and impactful, making them an essential tool for any sales organization.

Chapter 2

What are the Components of a Sales Prospecting Template?

A well-structured sales prospecting template typically includes the following components to ensure outreach is organized, relevant, and effective:

  • Contact Information: Basic details like the prospect’s name, job title, company name, and contact information
  • Lead Source: Information on where the lead came from (e.g., referral, event, website form, or cold outreach) to help reps tailor the messaging
  • Pain Points or Needs: Any identified pain points, challenges, or goals the prospect may so sales reps can connect solutions directly to the prospect’s specific needs
  • Personalization Section: This can include observations or details specific to the prospect, such as a recent professional achievement or a shared connection
  • Message Body Template: A structured message body, which includes an introduction, value proposition, and a call-to-action
  • Call-to-Action (CTA): The prospect is invited to take the next step for further engagement, such as scheduling a call, signing up for a demo, or replying with more information
  • Follow-up Notes and Schedule: Space to track follow-up dates, previous communications, and any additional actions required helps reps maintain consistency and avoid gaps in communication

What are the Benefits of Using Sales Prospecting Templates?

Sales prospecting templates greatly enhance the efficiency and effectiveness of a sales team’s outreach efforts through:

  • Increased organization and consistency
  • Time savings
  • Simplified personalization
  • Enhanced productivity
  • Scalability
  • Improved team collaboration and knowledge sharing
  • Better Tracking and Optimization

Chapter 3

Examples of Sales Prospecting Templates

Sales prospecting templates can be tailored for various situations, helping sales reps connect with prospects in unique and relevant ways.

Here are some examples. Feel free to take these and make them your own.

Congratulatory Message

Subject Line: Congratulations on [Achievement]!

Message:

Hi [Prospect’s Name],

I noticed that you recently [describe achievement, e.g., “were promoted to Director of Marketing” or “won the Industry Excellence Award”]. Congratulations on this well-deserved success!

At [Your Company], we love working with industry leaders like yourself. I’d love to connect and discuss ways we can support your team as you continue to achieve great things.

Would you be open to a brief call next week? Congratulations again, and I look forward to the chance to connect!

Best, [Your Name]

Follow-Up on Initial Outreach

Subject Line: Following Up on [Previous Message Topic]

Message:

Hi [Prospect’s Name],

I wanted to follow up on my recent message regarding [topic or previous offer]. I know your time is valuable, so if now isn’t a good time, please let me know, and I can check back later.

If you’re still interested in exploring how [Your Company’s Solution] could support [specific goal or challenge], I’d be happy to answer any questions or provide more details.

Looking forward to connecting whenever it is convenient for you!

Best, [Your Name]

Value Proposition Introduction

Subject Line: How [Your Company’s Solution] Can Help [Prospect’s Company] with [Specific Goal]

Message:

Hi [Prospect’s Name],

I wanted to reach out because I believe [Your Company’s Solution] can help [Prospect’s Company] achieve [specific goal, e.g., “streamlined lead generation” or “enhanced team collaboration”].

Our solution has helped similar companies [mention relevant benefit, e.g., “increase productivity by 30%”]. I’d love the opportunity to discuss how we could support [Prospect’s Company] in reaching your goals as well.

Would you be open to a quick call to explore this further?

Thanks so much, [Your Name]

Re-engagement

Subject Line: Reconnecting on [Solution/Previous Discussion Topic]

Message:

Hi [Prospect’s Name],

It’s been a while since we last connected, and I wanted to reach out to see if there’s been any change in your focus on [topic discussed previously, e.g., “optimizing sales processes”].

If [Prospect’s Company] is still interested in exploring solutions for [relevant challenge], I’d be happy to share some new insights or success stories that could be helpful.

Let me know if there’s a good time to reconnect. I look forward to the chance to chat!

Warm regards, [Your Name]

Chapter 4

Hyper-Personalization at Scale

The power of sales prospecting templates lies in their ability to enable personalization at scale. But while pre-written frameworks save sales reps time, they still require manual input that takes repeated effort and drags sellers away from conversations that could be progressing deals. That’s why incorporating a tool like 6sense’s AI email assistant can be so powerful. Pre-built templates, generative AI email writing tools, and a hyper-personalization engine empower sales reps to:

  • Use their time and energy to focus on building authentic relationships with prospects
  • Engage with more prospects at once, while making sure none slip through the cracks
  • Book more meetings and convert more accounts into opportunities than with traditional prospecting methods

Preview the platform’s power by watching the video below:

Learn how you can streamline your revenue team’s outreach today!

Book Your Demo
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The 6sense Team

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The 6sense Team
6sense helps B2B organizations achieve predictable revenue growth by putting the power of AI, big data, and machine learning behind every member of the revenue team.