Let's face it - writing emails is not fun. It's time-consuming, requires rewrites, and needs proofreading.
But as someone who runs a web development business, you send emails daily. You virtually run your business on emails. Which means you spend several hours each day crafting and revising them.
Which also means that if you streamline all of this emailing you can save a lot of time. For instance, you could use this time to offer better support, generate more business, and build your brand. But to do all this, you need to master the tool that all successful freelancers have learned to use - email templates.
So here are 10 useful templates to give you a head start. Add them to your favorite email program and save time, become more productive, and grow your web development business.
Template #1: Seeking Referral Work
If you've ever noticed how salespeople work, you'll know they request referrals immediately after closing a deal. It's almost as if seeking referral business is the last step of their closure process.
Just like salespeople, you too should make such requests a part of your project handover process. Here's the email you could send:
Subject line:
Know someone who could use my service?
Email:
Hey [first name],
Just wanted to check in and ask if you could recommend me to any of your contacts who could use my services.
As you'd know, referrals make great leads. So, if you know someone who could benefit from my service, I'd really appreciate an intro.
I'd be very grateful for your favor.
Thanks,
[your name]
Tip #1: Name a specific person in your client's contacts who could hire you.
Consider adding the following text to the template:
“In fact, I was just looking at your LinkedIn contacts and realized that you're connected with Mr. _________. Would be great if you could recommend me to him. Or, anyone else you can think of.”
Don't think you're being creepy (or sounding like a LinkedIn stalker!). You're just being smart (you have to be in this dog-eat-dog world) and making it easier for the client to pass along your name.
Tip #2: Author Bea Kylene Jumarang from Smashing Magazine recommends plugging in some introduction boilerplate text to this email:
Hi, [friend's name]. I'm introducing you to [your name]. [He/she] is the designer who did my website, and [he/she] is great: solid design skills, good work ethic and very responsive. I think you'd get some benefit from getting in touch with [him/her]. Contact details: [your email address, phone number, website].
By adding such introductory text, you'll save the client the effort of writing – something they'll surely appreciate.
Template #2: Onboarding Clients
When you've got a project and are ready to get started, it's time to send the onboarding email.
The onboarding email is your chance to tell the client how the project will proceed. It eliminates unnecessary exchanges that happen when the client is clueless about what's going on at your end.
Subject line:
Quick update
Email:
Hey [first name],
Thanks a lot for choosing me for your project. I'm really excited to start working on it.
Looks like I have all the details I need. In case I need anything else, I'll reach out to you. Otherwise, I'll update you on [date] with details on how the project is coming along and hopefully have the first version ready for your review. You can find the detailed project plan here [link to the plan doc].
Thanks again for trusting me with your job.
You can always email me if you have any questions.
Best,
[your name]
Tip: If you use a project management software like Basecamp or Trello, introduce it to your client in your onboarding email. Say something like:
“Also, you'll shortly get an invite from [project management tool]. We use it to keep track of our projects. Would be great if you could get onboard. It will be a lot easier for you to monitor the project progress through it.”
Template #3: Seeking Testimonials
The best time to send the testimonial request email is when a project is freshly delivered because a client is highly responsive at this time.
Subject line:
Could you give me a testimonial?
Email:
Hey [first name],
I hope you're doing well. Just wanted to ask if you could write me a testimonial.
Or, if you'd rather prefer, here's one I've written:
[testimonial text]
If you're OK with it, I'll add it to my portfolio (along with your pic). In case you'd like any changes, please feel free to make them.
I'd be really grateful if you could spare 5 minutes for this.
Thanks,
[your name]
Tip #1: I can't remember where I read this tip, but it's a clever one. It suggests being in the “testimonial mode” always.
So, if you send a version or prototype or anything that wows your client and they send you some great feedback, immediately send them a request to use their response as a testimonial.
Here's a message you could send:
Hey [first name],
Glad you liked the work, and thanks a lot for your kind words! Would you mind if I used your feedback as a testimonial?
Thanks,
[Your name]
Tip #2: For the testimonial text, avoid generic testimonials like “great service provider” or “dependable contractor”.
Instead, focus on how you solved a client's problems. For inspiration, just google some top WordPress developers and check out their testimonials page. Here's the testimonial page of developer Bill Erickson. Instead of a great testimonial, choose one that will get you hired.
Tip #3: Try the following easy to use testimonial formula that Joanna Wiebe recommends:
I approached {business name} because __________. {Person at business name} helped me by __________. The result was __________. One thing I liked was their __________. I found the experience __________. I would recommend {business name} to people who need __________.
You can also send the testimonial request email to your clients via LinkedIn.
Template #4: Featuring as Case Studies
Case studies are 100% more powerful than testimonials because case studies show a potential customer how you solved a client's problem, whereas the most that testimonials can do is share a client's experience.
Subject line:
Would like to feature you in a case study?
Email:
Hey [first name],
I'm looking to add a new case study to my portfolio and would love to feature your project.
All I ask from you is that you fill out this form (shouldn't take more than 30 minutes).
And as a gesture of thanks, I'd love to give you a XX% discount on your next project. Once I've written the case study, I'll send it for your approval and if you're happy with it I'll go ahead and publish it.
I'd be really grateful for your help.
Thanks,
[your name]
Most clients participate in case studies because they want to help you and are happy with your work, so don't promise do follow backlinks or exposure for the client's business (especially if your portfolio isn't a popular one).
Also, avoid sending case study questions inline in an email. It can get messy to reply to so many questions and could mean a lot of back and forth with emails. Instead, use free tools like Typeform to build beautiful case study questionnaires.
Template #5: Applying for Jobs
Your freelance career or agency is in great shape if all your business comes from referrals or other organic means and not from cold pitches or responses to job board listings.
But if that's not the case, you'll find the following template really helpful.
Subject line:
About your freelance developer listing
Email:
Hey [first name],
I'm a freelance WordPress developer specializing in the [ABC] niche. I've worked on XX+ projects over the past XX years.
Just stumbled across your developer listing on the [XYZ] job board – looks like the perfect job for me.
I'm a great fit for it because:
Reason for hiring #1
Reason for hiring #2
Reason for hiring #3
Feel free to check out my work and testimonials on my portfolio [link to your portfolio].
Also, let me know if you'd like to see a no-obligations proposal.
And let me know if you have any questions for me.
Thanks,
[your name]
The reasons part of the pitch email needs personalization based on the job ad. Let's take an example to see how you can do such personalization.
Here's an example of a job listing where a client has given specific requirements:

You will use these requirements to personalize your pitch template.
Here's how:
After you've read the requirements, pick the top three that will make you more hireable.
So, for example, for the above job, here's how we'll rate the requirements.
- Fluent English language skills – the reader will get an idea that you're fluent in English from your email, so skip this
- Knowledge of PHP/MySQL Web Server Environments – generic, skip
- Building clean, standards compliant code – could be used
- Expert knowledge of WordPress (5+ years) – this is an important requirement, but you're covering it in your introduction
- Up-to-date knowledge of modern web trends – generic, skip
- Availability to work during the hours of 9am and 5pm Eastern Standard Time – could be used as it's a specific requirement
- Ability to focus on creating awesome, properly built and tested websites with little need for supervision – could be used
- Desire to work with a hard working, loyal, fair and friendly team located in Canada – skip
Next, turn these shortlisted requirements into strong hiring points
The requirement of “Building clean, standards compliant code” can be easily spun into a hiring point by saying something like: “I never submit bloated code. As part of my own self-review process, I make sure that my code passes through all minifiers and is as lean as it can be.”
You get the idea, right?
Template #6: Declining Projects
The benefit of sending decline emails is that the client can start looking to hire someone else. It also helps avoid follow up emails.
Email:
Hey [first name],
Thanks for reaching out and considering me for your project.
Unfortunately, I'll have to give it a pass. I don't feel I'm the best person for the job because [an honest reason like: I'm booked for the next 3 months OR it's not in my area of expertise].
However, I think [person's name] should be able to help you out. Would you like me to connect you with him/her?
Best,
[your name]
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