→ Email templates  ·  v1.0  ·  12 templates  ·  April 2026

The templates.

Audit surfaces the angle. Library turns it into a sendable email. Pick the trigger, copy the prompt, fill the variables.

12 templates  ·  B2B operator voice  ·  click to expand
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01
PRODUCT · SOC2

"They just shipped SOC2. Cite it."

Use when Savy audit shows a SOC2 / Trust Center / security page added in the last 30 days. The buyer just made enterprise-readiness a priority — your message should treat them like an enterprise buyer.

noticed the SOC2 page
Saw {COMPANY} shipped the trust center this week — that's usually the signal a procurement-led deal cycle just opened up. We help {ICP_PERSONA} teams that are starting to land SOC2-required deals close them 30% faster by handling the security questionnaire on the seller side. Worth a 15-min walk-through if you've got an enterprise pipeline that's stalling on questionnaires? — {YOUR_NAME}
Trigger: product page added (SOC2/security)Best for: security, compliance, RevOps toolsAvg reply: 11%
02
FUNDING · SERIES B

"Series B closed three months ago."

Use 90–180 days after a funding round. The early-quarter rush is over; budgets are settled; vendor evaluation cycles are starting. Earlier is too early. Later misses the window.

post-Series B stack question
Saw the {ROUND} round closed in {MONTH} — congrats. The 90–180 day window is usually when teams build out the go-to-market stack they wished they had pre-raise. We work with {COMPANY_TYPE} companies in your post-{ROUND} stage on {ONE_LINE_VALUE}. Average lift in Q1 of partnership: {METRIC}. What's your current setup for {PROBLEM_AREA}? — {YOUR_NAME}
Trigger: recent funding round (90–180d ago)Best for: growth-stage toolingAvg reply: 9%
03
HIRING · SDR ROLES

"They're hiring two SDRs."

When Savy shows 2+ SDR/AE roles open at the same time. The team is scaling outbound; you're either selling them a sales tool or you're a competitor for the buyer's attention. Either way: cite the hires.

while you're hiring SDRs
Saw {COMPANY} has {N} SDR roles open. Most teams in that hiring pattern hit the same wall around month three: SDRs are sending, but the prospects they're sending to aren't qualified before the sequence runs. We give SDRs a 60-second audit on every prospect before they touch outbound. Reply rates lift from 3-4% to 8-9% on the same lists. Useful before, not after, the new hires ramp. Want me to show you what an audit looks like on a prospect you actually care about? — {YOUR_NAME}
Trigger: 2+ SDR/AE roles openBest for: sales tooling, SDR enablementAvg reply: 13%
04
HIRING · LEADER LANDED

"New VP of Sales just started."

When Savy + LinkedIn show a new sales leader hire in the last 30-90 days. The new leader is rebuilding the stack and needs wins in their first 90 days. This is the highest-conversion trigger in B2B sales — period.

first-90 question for {NAME}
{NAME} — congrats on the {TITLE} seat at {COMPANY}. Most new sales leaders ship two things in the first 90: a stack audit and a first-quarter quick win. We help on the stack-audit side — specifically around {YOUR_AREA} — and we've been the quick win for {2-3 RELEVANT NAMES}. Worth a 20-min walk-through this week or next? — {YOUR_NAME}
Trigger: new sales leader (30-90d)Best for: all sales toolingAvg reply: 18%
05
COMPETITOR · PRICING REWRITE

"They changed pricing last week."

When the audit shows a pricing page rewrite in the last 14 days. Pricing changes are positioning changes. Someone on their team is in the middle of explaining the new model. They're open to a conversation about it.

the new pricing page
Saw the rewrite went up {DAY}{SPECIFIC_CHANGE} is a real call. Most teams that ship that pattern see a 30-day rev dip before activation lifts. We help {COMPANY_TYPE} teams measure the activation lag against the new model. Quick read on the data, not a sales pitch. How are you measuring activation against the new tier structure? — {YOUR_NAME}
Trigger: pricing page change (≤14d)Best for: RevOps, growth toolsAvg reply: 14%
06
DELIVERABILITY · LOW SCORE

"Their deliverability score is 62."

When Savy shows deliverability under 70. The prospect is sending email and (probably) struggling. If you sell deliverability, warmup, or sender reputation tools, this is the meaningful angle.

your DMARC subdomain coverage
Quick deliverability note: your apex DMARC is on {POLICY} but subdomain policy is {SP_POLICY}. That means your transactional mail from {SUBDOMAIN} is on a weaker policy than your marketing mail. Most senders don't catch this until inboxing tanks. We do deliverability audits + remediation for {COMPANY_TYPE} teams. Happy to walk through your specific record on a 15-min call if it'd help. — {YOUR_NAME}
Trigger: deliverability score <70Best for: deliverability, warmup toolsAvg reply: 16%
07
COMPETITOR · MISSING PAGE

"They have no pricing page."

When the audit flags an obvious missing public asset (pricing page, security page, integrations page). The angle isn't "you should have one" — it's "your competitors do, here's what that costs you."

your missing pricing page
Looked at {COMPANY}'s site for a pricing page. Not finding one. Your three closest comps ({COMP1}, {COMP2}, {COMP3}) all publish. Buyers running a vendor-shortlist process screen on public pricing first — no page typically means a 30-50% drop in qualified inbound. We help {COMPANY_TYPE} teams ship a pricing page that converts without giving away the negotiation. Worth a quick conversation? — {YOUR_NAME}
Trigger: missing public page (pricing/security)Best for: consultancies, growth toolsAvg reply: 8%
08
FOLLOW-UP · NO REPLY

"One more after silence."

7-10 days after a first send with no reply. The follow-up that works isn't a "bumping this" — it's a new piece of information that wasn't in the original.

one thing I didn't mention
Quick add-on to last week's note: {NEW_DATA_POINT_FROM_FRESH_AUDIT}. Re-ran the audit on {COMPANY} this morning and that one moved meaningfully since I first looked. If {PROBLEM_AREA} is on your list this quarter, this is probably the moment. Same offer as before: 20-min walk-through, no slides. — {YOUR_NAME}
Trigger: no reply 7-10d after firstBest for: all categoriesAvg reply: 6%
09
FOLLOW-UP · INTEREST DROPPED

"They opened, didn't reply."

Multiple opens, no reply. They're interested but didn't have a reason to act. The follow-up provides that reason, in one line.

re: {ORIGINAL_SUBJECT}
Looking like the timing's off — totally fine. One quick ask: would {NEW_RESOURCE} be useful, or is this just not on the priority list this quarter? Either answer is a reply. Closing the loop either way. — {YOUR_NAME}
Trigger: 3+ opens, no reply, 14d+Best for: all categoriesAvg reply: 22% (one of the highest)
10
COMPETITOR · USING THEIRS

"They use {competitor}."

When BuiltWith / tech stack scan shows your competitor in their stack. The angle is migration trigger — what's changed in their world that makes the switch make sense now.

{COMPETITOR} → next-gen question
Saw {COMPANY} is on {COMPETITOR}. Not pitching a swap — most teams that switch do it because {SPECIFIC_NEW_NEED} shows up, not because {COMPETITOR} stops working. We started picking up customers leaving {COMPETITOR} when {TRIGGER_EVENT} happened. If that's on your radar this quarter, worth a 15-min comparison. — {YOUR_NAME}
Trigger: competitor in stackBest for: direct displacement playsAvg reply: 7%
11
PRODUCT · INTEGRATIONS

"New integration shipped."

When the audit shows an integrations page expanded or a new connector announced. Their product team is reaching for adjacency — your tool either complements the integration or is one tier deeper in the workflow.

your new {INTEGRATION} integration
Saw the {INTEGRATION} integration shipped. Most teams that go that direction follow up with {ADJACENT_NEED} within 60-90 days — usually because {REASON. We're the layer above that. If {ADJACENT_NEED} is on the roadmap, worth a quick call. — {YOUR_NAME}
Trigger: integration page changeBest for: ecosystem / adjacent productsAvg reply: 9%
12
FOLLOW-UP · BREAKUP

"The break-up email that doesn't sulk."

Final email after 4-5 prior touches with no reply. The "break-up" is a category cliché — done well, it's actually the highest-converting follow-up because it removes pressure from the buyer.

closing the loop on {COMPANY}
Going to stop reaching out — looks like the timing isn't right or this isn't the priority. Both are reasonable answers. If anything changes on {PROBLEM_AREA} in the next quarter, the audit I ran on {COMPANY} is here whenever you want it: {LINK_TO_RECEIPT}. Wishing you a strong close to the quarter. — {YOUR_NAME}
Trigger: 4-5 touches, no replyBest for: all categoriesAvg reply: 17%