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HubSpot Templates Cheat Sheet

2 min read

These are one-off sales email templates that you can utilize when working leads:

[Follow-Up] After Call #

Use case: You had a discovery call/meeting and will be putting together a strategy.

[Follow-Up] Long-Term #

Use cases:

  • Reach back out after a few months.
  • Schedule for around the time the contact wants to pick up the conversation again.

[Agreement] Immediate Follow-Up #

Use case: The agreement was sent out recently within a day or two.

Refer-a-Friend Program #

Use case: This template makes it easy to share info about our referral program with your clients. This can be sent whenever.

The “Missed Meeting” Email #

Use case: The client or lead has missed a scheduled meeting and you need to reschedule.

[Renewal] Thanks for Renewing #

Use case: Customer renewed and you want to thank them for their business for another year.

Welcome to Mainstreethost #

Use cases:

  • They are a new customer that just signed up with you—ideally should be sent out to every new customer.
  • This template is a great way to say thank you for their business and provide them with extra resources and details they’ll need to know before getting started.

Welcome to Mainstreethost (Domain Access for Web Design Clients) #

Use case: They are a new customer that just signed up with you for web design and you need domain access.

Website Accessibility Sales Outreach #

Use case: A brief outreach that informs the lead or client about web accessibility as well as encourages them to schedule a call to go over their options to address website accessibility and our services with you.

Asking for Customer Feedback #

  • Google Review
  • BBB Review
  • Trustpilot Review
  • Yelp Review

Use cases:

  • You have a good relationship with a client and you want to easily be able to send them a link to one of our review sites and ask for feedback.
  • Reviews from happy clients help give that extra nudge to new leads that are thinking about working with us.

Response to Negative Reviews #

Use case: A lead voices concerns about our reviews and the feedback they’ve read online.

Updated on June 17, 2025

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Table of Contents
  • [Follow-Up] After Call
  • [Follow-Up] Long-Term
  • [Agreement] Immediate Follow-Up
  • Refer-a-Friend Program
  • The “Missed Meeting” Email
  • [Renewal] Thanks for Renewing
  • Welcome to Mainstreethost
  • Welcome to Mainstreethost (Domain Access for Web Design Clients)
  • Website Accessibility Sales Outreach
  • Asking for Customer Feedback
  • Response to Negative Reviews
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