Follow up after a demo
Suggested shortcut/demofollowupRecap what they cared about and propose one next step.
8 free, editable templates
Sales follow-up email templates
Follow up after demos, proposals, and silence — with one clear next step in every email.
Edit any message below before copying. Replace the details in [square brackets]; they are plain text, not automatic fields. Edits stay on this page and are not saved when you leave.
Follow up after no reply
Suggested shortcut/noreplyShort and easy to answer.
Follow up on a proposal
Suggested shortcut/proposalcheckOffer to walk through it and ask about the decision process.
Follow up after a meeting or call
Suggested shortcut/callrecapSend while the conversation is fresh.
Check in during a free trial
Suggested shortcut/trialcheckinOffer help with the one thing that matters most.
Re-engage an old lead
Suggested shortcut/reengageGive a new reason to talk.
Ask for a referral
Suggested shortcut/referralAsk after a good outcome, and make it specific.
Send a polite break-up email
Suggested shortcut/closeoutClose the loop respectfully; it often gets a reply.
Personalize a saved follow-up when you insert it
In LazyBoard for desktop or Chrome, create a snippet called “Demo follow-up” with the shortcut ;demofollowup. Unlike the square-bracket placeholders above, double-brace fields prompt you for values when you insert the snippet.
Save this snippet
Example values
- Contact: Daniel
- Day: Tuesday
- Main problem: slow ticket replies
- Next step: a trial for your team
- Your name: Sam
The inserted message
See the dynamic fields guide for more field types.
Published October 25, 2026. Examples prepared with AI assistance and reviewed by the LazyBoard team.