Customer Case Study
Docs + Word3 pages
Free
- Type
- Document
- Price
- Free
- Pages
- 8 · US Letter
- Style
- Minimal
- Difficulty
- Beginner
- Updated
- November 1, 2026
Every page (8)
Overview
Most reps rewrite the same emails from scratch or send something that sounds like a template. This library gives you the structure for each step of selling: a cold opener, a seven-touch follow-up sequence, a meeting request, a post-demo recap, a break-up email and subject lines, each asking one clear question.
The sample belongs to Willowmere Solutions, which sells scheduling software to heating installers, with a seven-touch sequence over 21 days and a £14,400 proposal. Replace the sender, company, value statement, triggers, timings and meeting link with your own, and add an opt-out line that suits your region.
Useful for
- A rep or SDR building a seven-touch outbound sequence for a new target list
- A sales manager standardising messaging and timings across a small team
- A business owner who sells alone and needs follow-ups that do not say just checking in
What's included
- Prospecting page with a four-step opener and a three-touch follow-up path
- Follow-up plan with seven touches, owners, dates and a four-week timeline
- Meeting request rules and the actions that make a reply easy
- After-the-demo timeline from recap to proposal, chaser and decision call
- Break-up and re-engagement dates with a calendar of the busiest month
- Subject line table plus a full cold email example with notes on why it works
How to use it
- 1
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
- 2
Replace the sender name, company and the one-line value statement used in every email.
- 3
Rewrite each opening line to refer to a real trigger such as a hire, a launch or a new site, and fill every placeholder before you send.
- 4
Set your own timings, subject lines and meeting link, delete sequences you do not run, and add an opt-out line that suits your region.
- 5
Delete the guide page, then share the playbook with your team.
What you need
Requirements
- A Google account with access to Google Drive
Works with
- Google Docs
- Microsoft Word (download the .docx)
Questions
How long should a cold sales email be?
Between 50 and 120 words, with one question at the end. If it takes more than 20 seconds to read on a phone, cut it.
How many follow-ups should I send?
The sample uses seven touches over 21 days, spaced two to four working days apart, ending with a polite break-up email. Add a fact or a new question to each one.
Are the company, people and results real?
No. Willowmere Solutions, its people, the customers and every figure are fictional sample content. Check consent and opt-out rules where your contacts live.
- #sales-emails
- #cold-email
- #follow-up-emails
- #email-sequence
- #break-up-email
- #subject-lines
- #google-docs
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