Meeting Request Email Templates + Subject Lines
Contents
It’s no secret: Senior executives and managers that hold decision-making power are busy. If you’re doing cold email and cold calling, sending business meeting request emails, or otherwise trying to pitch these prospects unannounced, it’s easy for these people to use their busy schedule as an excuse to brush you off before you’ve had a chance to prove your value.
Book more meetings with our proven email templates
One of the best ways to get their attention is to meet them where they already spend much of their time: in their inbox. The average person spends more than four hours a week reading, writing and responding to emails, so there’s a good chance you can reach them there.
What Is a Meeting Request Email?
A meeting request email is any email that is sent to ask to schedule a meeting with someone. Usually, it will ask whether the recipient has time to talk or make an appointment to speak. This applies to both virtual meetings and in-person meetings.
Typically, the meeting will cover specific topics in-depth. In many cases, these are actionable items that require decisions. For example, someone may send a meeting request email in an attempt to schedule time to talk about a business’s budget or marketing initiatives.
Of course, there are many ways to ask to schedule a meeting, be it by phone, in-person, or through email. However, sending a meeting invitation email is a particularly good method because it lets users carefully plan out their words and tone, avoiding any embarrassing blunders or fumbles that could strike during a spur-of-the-moment conversation.
Plus, sending a meeting email request is an easier way to keep track of your plans, so both parties can quickly add the proposed time and date of the meeting to their calendars or go back to the email for future reference.
Sending a meeting request email is the first of the basic steps needed to get on a busy person’s schedule. Here’s how you can increase your chances of getting a positive response.
- Before You Send a Meeting Request Email
- Automate Your Outreach Sequence
- Meeting request email templates
- Double Check for Spelling and Grammar Errors
- Follow Up With Your Prospect
- How to Use Email Templates
- Warm Up Prospects on Social Media
Before You Send a Meeting Request Email
Remember, people receive a lot of emails, so make yours count. An effective meeting request email sets the tone for the meeting itself. You don’t want to let a few minor (but easy to make) mistakes prevent you from getting what you want.
How to Find and Verify an Email Address
First, do your research on the person you’re emailing to make sure that’s who you need to be communicating with. Then, if you’re sure you have the right person, verify their name, spelling, job title, company name, and contact information.
Inaccurate contact data wastes 27.3% of sales reps’ time each year, and emails that go to the wrong person may mean not getting a response. They can also make your credibility take a hit.
To make sure you have the right email, you can use tools that are specifically designed for email verification:
- Voila Norbert, for example, verifies emails to ensure deliverability and prevent bounces. It does this by checking emails against a very large database.
- Email Hunter is another powerful email-finding tool. If you only know the domain name of the company, simply enter that to find a list of employee email addresses plus the common email format, like: {first}@hunter.io
Unlike manual verification, these automated tools can go through large lists of emails very quickly, saving you time while still ensuring that your emails will get through to the people you want them to, and without getting your email blacklisted.
There are lots of email verification tools out there, many of which report accuracies of up to 98% and have verified millions of emails.
CHECK, PLEASE!
Even if you’ve sourced your prospects elsewhere, Mailshake’s List Cleaner powered by Voila Norbert provides an added level of defense against bad email addresses.
If you’re using a scheduling tool, send a test email to yourself so you’ll see exactly what your prospect will see, and to make sure that everything is working correctly. You should know what kind of experience you’re giving recipients: if it’s too difficult or confusing for them to schedule a meeting, they’ll simply move on.
Double Down on the Subject Line
An email subject line is the single most important part of your email, but all too often, they’re treated like an afterthought. Studies show that 47% of emails are opened based solely on the subject line, so writing a winning header is essential to moving closer to a meeting.
What does an irresistible subject line look like? Including the meeting date and the name of the email recipient has been shown to increase open rates. In addition, limiting the subject line to just three or four words results in the highest response rate.
THE RIGHT FLAVOR
Emails with hard-to-read or spammy language, especially in the subject line, are less likely to be read and more likely to get sent to Promotions or Spam. Mailshake’s Email Copy Analyzer provides real-time feedback and suggestions for improving deliverability and readability.
Check out this short video to learn How to Write Subject Lines & Opening Email Copy
Automate Your Outreach Sequence
Your target audience might be vast, so if you’re reaching out to hundreds of prospects every week, it’s impossible to manually stay on top of following up with all of them.
That’s why a sales engagement tool like Mailshake is essential to creating an effective, scalable follow-up email sequence.
With Mailshake, you can:
- Personalize your emails in bulk with powerful mail merge features
- Reply to leads straight from your Mailshake dashboard with Lead Catcher
- Schedule follow-up emails that are paused or triggered based on whether a recipient opens an email, clicks a link, or replies
- Set the amount of time between follow-ups (5 days between the first and second email, 7 days between the second and third, etc.), and the days and times you want them to send (for instance, between 8 am and 6 pm on weekdays)
- Optimize your copy and overall outreach strategy by A/B testing different subject lines, body copy, and full campaign sequences
- With native integrations to your CRM and third-party integrations to hundreds of software tools via Zapier, you can automate your outreach even further by triggering campaigns when someone downloads an eBook, books a meeting, or signs up for a demo
If social media and the phone are a part of your outreach cadence (keep reading to find out why you should be), you can include those touchpoints in your outreach sequences as well with Mailshake Sales Engagement.
Bottom line: When done right, automation can be your secret weapon to book more meetings. Automation platforms like Mailshake can help you scale your outreach without sacrificing personalization or quality.
Meeting Request Email Templates
Personalize Your Request (with Examples)
Personalization is one of the most powerful (and free!) tools in your sales arsenal. Not only do B2B buyers respond to personalization, they’ve also come to expect it. More than 80% of buyers want brands to get to know them, while 87% say that personalization positively impacts how they perceive a company.
SPECIAL ORDER
Personalization is key to successful cold email outreach. Use a mail merge to fill in names, companies, recent awards and other personal details about your recipients.
Here are some simple yet personalized subject lines you can copy and paste into your meeting request email:
- Got time to talk, Karen?
- Request for a business lunch with John
- [Your Company] + [Their Company] Meeting?
Then combine these subject lines with personalized email copy, such as:
Hi Janet,
My colleague, John Hughes, recommended you as a standout graphic designer. My company works with graphic designers and other creatives to help them better market their services, and I’d love to talk with you about your work and see if I might be able to help drive some business your way.
Would you be available for a quick coffee meeting at 9 a.m. on Monday (my treat)? Let me know by Friday if that will work for you.
Talk soon,
Laura
CASE STUDY
Banzai helps B2B tech companies drive field marketing events, and in a crowded landscape, it’s critical to make sure your messaging lands with your target audience. Banzai uses Mailshake to drive 80% of their product demo. Learn how they did it.
Be Specific About Your Request
On a positive note, the average time a person spends reading an email has increased to about 11.1 seconds (a 7% uptick since 2011). However, that’s still not much time to make a strong impression, which means you’ll want to get straight to the point.
Make it clear as to why you want to meet so they can make the best use of their time (and yours). If they have to spend time figuring out what you want, the answer will likely be ‘no’. Here’s a good example from Priority Matrix:
Hi Ben,
It’s Karl from Appcues.
It was great to speak with you about {{topic from last communication}}.
I’m getting in touch because I’m aware that you recently {{something that they or their company is doing}}.
I have some ideas about how you could implement {{helpful related topic or resource}}, and I think that I might be able to help you out.
Do you have time next week to set up a call or grab a coffee together?
I promise not to take too much of your time. I really appreciate you taking your time to hear me out on this.
Karl
Make It Easy to Say ‘Yes’
You’re the one sending the business meeting request by email, so the only responsibility your prospect should have is to agree, and show up. You’ll need to do most or all of the heavy lifting, such as choosing a venue and suggesting a date and convenient time. The less work they have to do, the better you look, and the more likely they are to say ‘yes’.
You should also let them know up front how long you expect the meeting to last. Your target audience needs to know just how much of their time you’re requesting.
Avoid ambiguity. Make your request concise and concrete. They’ll have fewer questions about the meeting, and will be better able to make an informed decision.
Here’s another request email sample you can edit for your own use:
Subject: Have time for a quick meeting?
Hi Mike,
My name is Kyle, and I’m the Director of Sales for Career Services Inc. I noticed you have several positions to fill in your company, and I’d love to set up a meeting with you to see if a potential collaboration might benefit us both. Would you be able to meet at your office or ours next Thursday at 11 a.m.?
I look forward to hearing from you. Please feel free to suggest another location or time if the above doesn’t work for you.
Regards,
Kyle
Request a Reply
Including a call to action at the end of your email can bring your business meeting request full circle. You’ve worked hard choosing who to target, getting their contact information, finding meeting dates, times and locations, and writing your message. Not including a request for a response can sabotage all your efforts and discourage recipients from taking action.
Here are a few ways you can ask for a reply to your meeting request:
- “Feel free to reply directly to this email, or give me a call at 123-456-7890.”
- “Use my Calendly to pick a day and time that works best for you.”
- “Looking forward to your response!”
- “Let me know what your schedule looks like and we’ll go from there.”
Also, make sure you limit your CTA to just one request or action to reduce confusion about what to do next. Single CTAs have been shown to increase response rates by nearly 400%. Plus, it takes the guesswork out of the equation as to how prospects can accept the meeting request.
ADD IT TO THE MENU
Save your best-performing emails as a template so you and your teammates can use it again.
Double Check for Spelling and Grammar Errors
Even though spellcheck tools like Grammarly can catch many misspellings or grammatical errors, they’re not foolproof. Research shows that even just one mistake in your email copy can ruin your credibility.
Even major brands and high-end companies like Pepsi and General Motors aren’t immune to mistakes. HubSpot published a roundup of high-profile misspellings (including one of their own) to show that no one is perfect. Get into the habit of proofreading your meeting request emails (and all other written content, for that matter!) so you won’t miss out on a meeting due to an easily avoidable error.
Follow Up with Your Prospect
You sent the perfect business meeting request, and … crickets.
First of all, don’t panic. Even with time-sensitive content, you may not get an immediate response. There are several reasons why this might happen:
- The recipient didn’t receive or see your email
- The time, date or location you specified in your meeting request didn’t work for them
- They forgot to respond because they were busy
- They accidentally deleted your email or sent it to the wrong folder
- They weren’t interested
Don’t take no response as an answer. Disinterest is only one possible reason for ghosting you. The only way to know for sure is to follow up with your prospect.
Studies show that 50% of sales happen after the fifth follow up, but 44% of salespeople stop reaching out after the first attempt. Following up on your meeting request emails can definitely help you secure more meetings – and the sales that will hopefully come with them.
GOOD TIL THE LAST DRIP
Add automated follow-ups to your campaign sequence to make sure everyone receives them.
Here’s an example of a meeting request follow-up you can tweak for your own needs:
Hi Paul,
I requested a meeting with you last week, but haven’t heard back from anyone on your team. I think our companies may be able to benefit from working together, and would like to meet with you to discuss.
I can understand if you’re busy. If you think it makes sense for us to talk, let me know what your calendar looks like.
Looking forward to hearing from you,
Brian
7 Ways to Use Email Templates in 2024
Copy-paste never works. No sales rep should expect to simply paste a template into a blank email, swap in their prospect’s name, hit “send,” and expect to see results. Buyers are savvy; they can tell when they’re being hit with a template rather than a genuine, personalized email – and they’re unlikely to be impressed.
So how should you use templates? Which emails are they best suited for use in? And what degree of editing do they require for best results?
1. Templates are best used for repeatable messages.
Rex most commonly uses templates for highly repeatable messages – things like meeting follow-ups. Same goal, same information. But what about more complex scenarios, like cold email outreach? Should you ditch the templates altogether? Absolutely not. But using them requires a little more effort on your part.
2. What works for one business won’t necessarily work for you.
Don’t take those articles saying “This Email Template Drove $1M in Net New Sales in Three Months” at face value. No doubt the email copy played a part, but so did the industry, the product, the price point, the location, and dozens of other factors.
3. Use templates as creative inspiration.
Chances are you receive plenty of cold email messages yourself. Or you might have seen some great examples posted on LinkedIn. Again, don’t just rip them off. But you should absolutely use them as creative inspiration. Much like the countless meme formats on Twitter, there’s nothing wrong with taking a winning format and adapting it for your own use.
4. Ask yourself: Does it make sense to leverage an offer template?
Some of the most effective emails involve special offers – things like free trials and big discounts. The offer is the reason that these messages are successful. So there’s little point in sending a similar email but with a much less compelling offer. It just won’t work.
5. When personalizing, do your research in batches.
Rex spends two hours at a time on LinkedIn picking out key facts about his target audience. Using those facts, he’ll craft a single sentence for each prospect that can be slotted straight into a template email. In that time, he can usually do enough research to personalize emails to 100 different prospects.
6. Personalize by category, rather than one-to-one.
Another great tip for adding personalization at scale: add personalized elements based on a type of prospect, rather than an individual. For instance, CEOs of SaaS startups generating up to $500,000 in revenue will likely have similar experiences and pain points. Figure out what your product can do for that client, and reference it in your emails.
7. Been given advice on email length? Ignore it!
Rex doesn’t believe there’s any “perfect” email length. Sure, you’ll almost always want to keep it as brief as possible, but that doesn’t necessarily mean it has to be fewer than 100 words (or any other arbitrary amount). Short on its own isn’t good enough; there needs to be a compelling hook – a reason for your prospect to respond – as well.
Warm Up Prospects on Social Media
If you’re not getting a great response to your meeting request emails, you may find more success by reaching out via other channels. Including another touchpoint, such as LinkedIn or Twitter, can help your name stand out in their inbox, plus it gives you an additional outlet to learn more about them.
For B2B sellers, LinkedIn is a gold mine for prospecting. Sales reps can directly connect with niche professionals and decision makers while learning more about their prospects and the company they work for. For example, you might view someone’s profile and notice they’ve won a recent award or their company hit a major milestone.
Salespeople can transform these insights into icebreakers, giving them an “in” when they try to connect with a prospect. It adds a layer of personalization and authenticity to the conversation, which is more likely to get you noticed than a generic mass message. If you haven’t already, check out our guide on how to send a LinkedIn message request.
Twitter has also joined the social selling ranks by helping you identify and connect with prospects and contribute to their conversations. You can create private lists on Twitter to keep track of your leads and their posting activity so you never miss an opportunity to engage. You can also interact with target prospects, engage with their content, encourage engagement with your own content, and get to know your target audience in a way that simply isn’t possible with email.
Warming up your prospects can take some time, so don’t get discouraged if you don’t see immediate results. The best practice is to hold off on requesting a business meeting until you’ve established a connection with your prospect. Once you’re not a complete stranger, they may be more open to what you have to say.
A BLENDED APPROACH
Incorporate cold calling in your campaign sequences, and make calls directly in the platform using Mailshake Dialer.
Conclusion
Meeting with prospects is a critical part of the sales process. It sets an agenda where you can dive deeper into their problems and your solutions without competing for their attention. Keep in mind that requesting a meeting is just the first step. You also need to have a plan on how to proceed once they accept your request, and make them glad they took you up on your offer.
But for now, take the above request email samples and meeting email subject lines and make them your own.
Meeting Request Email FAQs
How do you send a meeting request via email?
There are a few basic steps to sending an effective meeting request email. Start by finding and verifying your contact’s email address and write a compelling subject line, ideally including their name and the meeting date. Make it specific, and request a response by adding a clear CTA.
How do you ask for a meeting appointment?
There are lots of viable approaches to requesting a meeting appointment, but your main goal is to make it as simple as possible for your prospect to say “yes”. That means suggesting the venue, date, and time yourself, but giving them scope to suggest alternatives.
How do you politely ask for an appointment?
Asking for a response can sometimes feel a little rude. But failing to do so will dissuade the recipient from taking action. To strike the right balance, try one of these response requests:
- “Feel free to reply directly to this email, or give me a call at 123-456-7890.”
- “Use my Calendly to pick a day and time that works best for you.”
- “Looking forward to your response!”
- “Let me know what your schedule looks like and we’ll go from there.”
How do I ask for a Zoom meeting email?
In the new Zoom work culture era, sending Zoom meeting emails has become increasingly common. To get it right, follow these steps:
- Sign in to Zoom’s desktop client
- Schedule your meeting
- Click “Meetings”
- Choose the meeting to which you want to invite people and click “Copy Invitation”
- Paste the information into an email (or any other communication platform) and send it to the entire calendar group
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