objective:

I wanted to take a moment to provide you with a brief overview of our conservation process. The conservation process involves a series of steps designed to protect, preserve, and ensure the sustainable use of [natural resources, artifacts, biodiversity, etc. – depending on the context].

step1:

Lead comes in

1.  Email Template - Need Email template to send out booking link

      Hi [Lead's First Name],

Thank you for showing interest in [your product/service/company]!

I'd love to learn more about your needs and share how we can help you achieve your goals. You can use the link below to book a time that works best for you:

👉 [Insert Your Booking Link Here]

Looking forward to connecting with you!

Best regards,
[Your Name]
[Your Role]
[Company Name]
[Phone Number] | [Email] | [Website or LinkedIn]

3. After demo

Subject: Thanks for Attending the Demo – Let’s Move Forward!  

Hi [Lead's First Name],

Thank you for attending the demo today! I enjoyed walking you through [Product/Service Name] and how it can help you with [specific need or pain point discussed].

As a quick recap, here are a few highlights from our session:

• ✅ [Feature or Benefit #1]

• ✅ [Feature or Benefit #2]

• ✅ [How it solves their problem]

If you’re ready to explore next steps, feel free to book a follow-up call at your

convenience using this link:
👉 [Insert Booking Link]

I’m also attaching [any additional resources, case studies, or brochures] we talked about during the session.

Looking forward to your thoughts and happy to answer any questions!

Best regards,
[Your Full Name]
[Your Position]
[Company Name]
📞 [Phone Number] | ✉️ [Email Address] | 🌐 [Website or LinkedIn]

4. Email template to - acknowledge the customer , reflecting next action item - we will be sharing the scope of work and commercial estimate add next action item - Abhyaz to share scope of work and commercial estimate

Subject: Thank You – Next Steps for [Project/Service Name]  

Hi [Customer's First Name],

Thank you for connecting with us! We appreciate your time and interest in collaborating with Abhyaz.

As discussed, the next step is for us to share a detailed Scope of Work (SOW) along with the Commercial Estimate. Our team is currently working on preparing this and you can expect to receive it shortly.

📌 Next Action Item:
Abhyaz will be sharing the Scope of Work and Commercial Estimate for your review.

If you have any additional questions or specific requirements in the meantime, feel free

to reach out.

Looking forward to moving ahead together!

Warm regards,
[Your Name]
[Your Position]
Abhyaz
📞 [Phone Number] | ✉️ [Email Address] | 🌐 [Website]

5. Email template to share the Scope of work and commercial estimate - attachments , next action item listed as a table - Customer to release purchase order and payment based on the scope of work

Subject: Scope of Work & Commercial Estimate – [Project/Service Name]  

Hi [Customer's First Name],

Please find attached the detailed Scope of Work (SOW) and the corresponding Commercial Estimate for your review.

We believe the attached documents reflect our discussions accurately and align with your requirements. Kindly go through them at your convenience.

Table 1:

Should you have any questions, clarifications, or need revisions, feel free to reply to this email or give me a call.

Looking forward to your confirmation so we can begin the next phase!

Warm regards,
[Your Name]
[Your Position]
Abhyaz
📞 [Phone Number] | ✉️ [Email Address] | 🌐 [Website]

Attachments:

• Scope_of_Work_[ProjectName].pdf

• Commercial_Estimate_[ProjectName].pdf

step2:

Customer needs a revised scope of work

6.Email template - acknowledge , convey we will get back to them with revised sow,

Subject: Acknowledgement – Revised Scope of Work in Progress  

Hi [Customer's First Name],

Thank you for your feedback and for taking the time to review the initial Scope of Work.

We acknowledge your inputs and are currently working on updating the Scope of Work (SOW) to reflect the discussed changes. Our team is reviewing everything carefully to ensure the revised version aligns with your expectations.

We will get back to you shortly with the updated document for your review.

Please feel free to share any additional thoughts or requirements in the meantime.

Warm regards,
[Your Name]
[Your Position]
Abhyaz
📞 [Phone Number] | ✉️ [Email Address] | 🌐 [Website]

7. Email template - send revised version of scope of work and commercial estimate

Subject: Revised Scope of Work and Commercial Estimate – [Project Name]  

Hi [Customer's First Name],

As discussed, please find attached the revised Scope of Work (SOW) and updated Commercial Estimate for your review.

We’ve incorporated the requested changes to ensure the proposal is aligned with your expectations. Kindly take a moment to go through the attached documents and let us know if any further clarification or adjustments are needed.

Looking forward to your feedback!

Best regards,
[Your Name]
[Your Position]
Abhyaz
📞 [Phone Number] | ✉️ [Email Address] | 🌐 [Website]

step 4:

Customer is ready to make the payment

8. Email template - to thank the customer - convey that once payment is received based on the execution date shared we will inform out development and delivery team to initiate the execution. Execution details in a table - start date, what application implementation, what phase, etc - next action items also can be shared

Subject: Thank You – Execution Details & Next Steps  

Hi [Customer's First Name],

Thank you for confirming your interest and moving forward with us.

We sincerely appreciate your collaboration and look forward to working together. Once we receive the payment as per the shared commercial estimate, we will immediately notify our Development and Delivery teams to initiate execution as scheduled.

Please find the execution details below:

Next Action Items:

We’re excited to begin this journey with you and are committed to delivering quality and timely results. If you have any further questions or clarifications, feel free to reach out.

Warm regards,
[Your Name]
[Your Position]
Abhyaz
📞 [Phone Number] | ✉️ [Email Address] | 🌐 [Website]

step5:

Payment received from customer

9. Email Template - to acknowledge the same, inform customer next steps will be handled by our development and delivery team , somebody from the team will be in touch with them throughout the execution till delivery.

Subject: Acknowledgement & Next Steps for Execution  

Hi [Customer's First Name],

Thank you for your confirmation.

We’re pleased to acknowledge the receipt of your acceptance. From this point onward, our Development and Delivery Team will take charge of the execution process.

One of our team members will be in touch with you shortly and will remain your point of contact throughout the implementation and delivery phase. They will guide you through every step to ensure smooth coordination and timely execution of the project.

If there’s anything you need in the meantime, please feel free to reach out to us.

Looking forward to a successful collaboration.

Warm regards,
[Your Name]
[Your Position]
Abhyaz
📞 [Phone Number] | ✉️ [Email Address] | 🌐 [Website]

step6:

Lead not responding

Subject: Just Checking In – Need Any Help?  

Hi [Lead's First Name],

I hope you’re doing well!

I wanted to follow up on our previous conversation regarding [brief mention of your offering/demo/discussion topic]. I understand things can get busy, so just checking in to see if you had a chance to review the details or if there’s anything you need from our side to help move things forward.

If now isn’t the right time, no worries—just let us know and we’d be happy to reconnect at a more convenient time.

Looking forward to hearing from you!

Warm regards,
[Your Name]
[Your Position]
Abhyaz
📞 [Phone Number] | ✉️ [Email Address] | 🌐 [Website]

10. Follow up email template

Subject: Following Up on Our Last Conversation  

Hi [Recipient's First Name],

I hope this message finds you well.

Just wanted to follow up on our recent [meeting/demo/discussion] regarding [brief mention of the topic or solution offered]. We’re excited about the opportunity to work

with you and support your goals.

Please let us know if you have any questions or need any further clarification on the [proposal/scope of work/next steps].

If it’s helpful, I’d be happy to jump on a quick call to go over anything in detail.

Looking forward to your thoughts!

Warm regards,
[Your Name]
[Your Position]
Abhyaz
📞 [Phone Number] | ✉️ [Email Address] | 🌐 [Website]

11.Customer is not ready to go ahead

Subject: Thank You for Considering Us  

Hi [Customer's First Name],

Thank you for your time and for considering our services.

We completely understand your decision not to proceed at this point, and we truly appreciate the opportunity to have discussed your requirements. If there’s anything we can do to support you in the future, please don’t hesitate to reach out.

We’ll be here whenever you're ready, and we’d be happy to re-engage at a more suitable time.

Wishing you all the best in your initiatives ahead!

Warm regards,
[Your Name]

[Your Position]
Abhyaz
📞 [Phone Number] | ✉️ [Email Address] | 🌐 [Website]

12. Email template to acknowledge and thank for collaborating with us

Subject: Thank You for Collaborating with Us  

Hi [Customer's/Partner's Name],

On behalf of the entire Abhyaz team, I’d like to extend our sincere thanks for choosing to collaborate with us.

We truly value the trust you’ve placed in us and are excited about the journey ahead. Your support and engagement have been greatly appreciated, and we look forward to delivering meaningful results together.

Should you have any questions or need assistance at any point, please feel free to reach out. We’re here to ensure a smooth and successful collaboration.

Thanks once again, and we look forward to continued progress and success.

Warm regards,
[Your Name]
[Your Position]
Abhyaz
📞 [Phone Number] | ✉️ [Email Address] | 🌐 [Website]

13. Email Template to go out if customer is delaying the negotiation or delaying at any of the stages - sharing concern on closing the deal on time , how crucial it is for us. if not engaging immediately we will keep the deal closed for the time being, Later on if you feel like reopening the deal , you may reach out any time. please not that the price structure can differ later down the timeline due to external circumstances.

Subject: Follow-up on Project Negotiations & Next Steps

Hi [Customer's Name],

I hope you're doing well.

We wanted to follow up regarding our ongoing discussions about the [project/product/service name]. As we're reaching a critical point in our internal planning and resource allocation, it's important for us to align timelines and finalize the next steps as soon as possible.

We completely understand that internal reviews or discussions may take time. However, we would like to share our concern that prolonged delays might impact our ability to keep this engagement open under the current terms. Timely closure is crucial not just for scheduling our delivery teams, but also to ensure we can maintain the current pricing and scope outlined.

If we do not hear back in the coming days, we may need to temporarily close this deal for now in order to prioritize other time-sensitive engagements. Should you wish to revisit this in the future, you’re absolutely welcome to reach out — please just note that pricing and scope may be subject to change based on market conditions and internal availability at that time.

We genuinely value the opportunity to collaborate and hope we can move forward together. Please let us know if there are any pending clarifications or internal checkpoints we can assist with.

Looking forward to your response.

Warm regards,
[Your Name]
[Your Position]
[Your Company]