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Creating Introduction Email Template That Will Get You Responses (And Deals)


  • 18th Sep '19


  • 17 minutes read

First impressions are very important, and this is why you need to pay attention and put some effort into writing a great introductory email whenever you need to meet an individual.

Since we’re living in the messaging era - where people would rather be contacted through email or text messages than receiving a call - which actually speeds things up when it comes to the first contact, it’s quite important to know the tips and tricks to craft good introduction messages.

The reason why we enjoy messages so much is because technology has made everything easier and quicker, so 75% of people believe that calls are time-consuming. Some people are connected throughout the day: email, WhatsApp, LinkedIn, Facebook, or any other social network available.

By the way, the best channels for introductions are definitely email and LinkedIn , so make sure you have the right tools to help you extract, organize and send the emails .

Image Source: FreePik

It’s expected that by the end of this reading you will be able to come up with your own introduction templates. Here is a list of what we’re going to explain in the article:

Introduction Email Definition

Tips to Write a Good Introductory Email

Examples of Subject Lines For Introduction Emails 

Top-Notch Templates

What is an introduction email?

The name is self-explanatory: introduction email is a message to introduce yourself, a company or a third party.  

There are a few “email etiquette tips” that can be followed and different types of intro email template that can be sent to an individual or more recipients, but it all depends on the situation if it is business-related or for personal matters.

For sales, in particular, the introduction email sent to prospects is highly important and must be followed by a good follow up strategy . It is also a good idea to segment the mailing list and make it as personal as possible, as you need the prospect to relate to you in order to establish a trustworthy relationship.

You may also use an email list template to help. We made a list of the most common sales introduction emails:

Now that you understand what this introductory email is, it’s time to learn how to craft good messages based on email introduction template tips.

How to write a warm introduction email

First of all: you have to know your audience and define clear goals for your introduction. Make a list of things you would like to say in different introduction situations and keep it handy.

The content will vary from one prospect to another , but typically on a sales introduction email template is appropriate to add:

Your first name

The company you work for

Any affiliation worth mentioning (mostly when it’s for networking)

The reason for the introduction email

Services you provide (if applicable)

Professional Signature

Based on what was mentioned above and on email etiquette we came up with a list of things to do and things that should not be done on an introduction email.

Add a signature chosen from many templates available and provide more than one contact information;

Use an appropriate email address, preferably with your first and last name;

Direct the email to a specific person and not to the whole team or to a general email address. You can gather individual emails by extracting them from Linkedin, for example;

Personalize the sender’s name with yours to avoid looking like an email marketing campaign.

Don’t do it

Send the email without a subject. Most emails that do not have a subject line will probably end up in spam or deleted;

Don’t send mass email without a proper tool, otherwise, you’ll look like spam. Use a tool to help customize the message;

Do not write long emails. Make sure you cover the important topics in a concise manner;

Adding emoticons in the first email you send someone is not good for business, even if the person is nice and you’ve met. Keep it professional.

List of Introduction Email Templates - Sales, Business, Self-Introduction

There are a few different introductory email templates that we are going to explore:

Business Introduction

Self introduction: sales purposes, self introduction: new job , self introduction: new role.

New Point of Contact

Our goal is to inspire you to create your own based on best practices. Check out the templates:

The first type we’re going to discuss is the business introduction email template, which is about introducing a service or product. This one might be a little bit longer, as it is necessary to introduce yourself plus the company and its service. 

The company introduction email template is more about selling the company itself and making yourself available for further details. Check out a few examples:

The self-introduction email template is particularly good for Sales Development Representatives, as they are usually the first touchpoint during the sales process. It’s important to point out that the emails below were created based on the categories mentioned in the “what’s an introduction email” section.

You are a new employee and need to introduce yourself to a team as a colleague. In this case, you can be more casual and show your personality, make yourself available and show them you want to be a cooperative colleague.

You’re a new manager or team leader and you need to make a good impression, so this is an exception and it can be a bit longer.

New Point of Contact 

How to introduce someone else as the new account manager or PoC

You’re the new PoC and need to introduce yourself to a client.

Self-introduction email subject line examples

This might be the hardest question when it comes to emailing writing: how to write a subject line with only a few words that will convince the recipient to open the email?

The best way to do it is by thinking of the subject line as the handshake: it has to be strong, brief and confident. It’s proven that the subject line has a direct impact on the average email open rate , so take your time to think about them.

Image Source: FreePix

Aspects of a good introduction subject line:

It’s short

Personalized with the recipient's name

Straight to the point

Clear about the reason you are reaching out

Conclusion about introduction messages

Communicating is crucial for a business deal or personal networking and it is a good idea to keep an eye for every message you send. Think about ways to improve communication towards getting responses from people.

Just like everything in life, good writing can be achieved with practice and also by using methods that have already been tested and that the market knows of.

Here is a recap of the most important points:

Make sure to review the template you create

Be straight to the point

Use proper grammar and spelling

Make it professional

Don’t overshare

Remember to follow up on your introduction message, as some people are usually busy and receive a lot of emails on a daily basis.

We hope you enjoy creating a content strategy for introduction emails!


We are the leading marketing automation platform serving more than 100,000 businesses daily. We operate in 3 countries, based in San Francisco, New York, Paris & London.


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Sales | Templates

15 Business Introduction Email Templates

Published November 16, 2023

Published Nov 16, 2023

Charity May Amancio

REVIEWED BY: Charity May Amancio

Bianca Caballero

WRITTEN BY: Bianca Caballero

This article is part of a larger series on Sales Management .

  • 1 Email Introduction Templates for Sales Leads
  • 2 Business Introduction Email Templates for Partners
  • 3 Email Introduction Templates for Customers & Accounts
  • 4 Self-introduction Email Templates for Freelancers
  • 5 How to Get More Value From Introduction Email Templates
  • 7 Bottom Line

Business introduction emails are an effective way to start conversations with potential leads, referral partners, and customers. These offer a solid channel for generating sales pipeline opportunities and developing business relationships. When reaching out to a contact, you should use a proven introduction email template that grabs their attention and maximizes engagement. We’ve created 15 email templates to quickly and easily target prospects.

Download these introduction email templates and customize them for your sales outreach. You can also import your templates into many CRM systems to use in sales emails.


Introduction email templates.

Thank you for downloading!

💡 Quick Tip:

With Google WorkSpace, you can share email templates with your team and sync those templates with your customer relationship management (CRM) system, email marketing solution, and other software for lead generation and nurturing. Try out Gmail in business plans for 14 days or get started from $5.40 per user, monthly.

Email Introduction Templates for Sales Leads

These email introduction example templates are specifically for targeting potential customers directly. They can be used for creating brand awareness, generating leads , or qualifying prospects after they’ve been submitted to you via a referral, website form, or digital ad submission. During these types of email introductions, you can employ various tactics within the messaging to grasp the contact’s attention (such as identifying their pain points) and place them in the sales funnel .

1. Cold Challenge/Solution Introduction to Sales Lead

The challenge-solution-benefit letter format is commonly used for writing e-books, whitepapers, and case studies. However, it’s also effective for making a business introduction email to prospects—specifically in business-to-business (B2B) sales . Here, you introduce a challenge your targeted customer profile likely encounters within their business. Then, present the solution for that challenge—which ultimately ends up being the product or service you offer. Subject Line: Helping [company name] [solve/scale/fix/reduce/etc.] [area of their business]

Hi [lead first name],

Hope all is well with you and [company name] in the [industry] world.

I notice [something specific to the lead/company {ex: “You haven’t posted a blog article since 2021”}], so I wanted to see if this scenario sounds like you:

[Introduce challenge the lead might face {ex: “You want to provide quality content for your blog to generate leads but don’t have the time or knowledge on cybersecurity to develop it in-house.”}]

If it does, I have a great solution. [Introduce your solution/product/service offering {ex: “Outsource your content writing to a writing agency that specializes in cybersecurity.”}].

I’d love to schedule a call to see if we can help with your [business area] goals. Let me know your availability to speak over the next few days.

[Your name], [title]

[Email address]

[Phone number]

[Company website]

[Calendar Schedule Button]

Copy to Clipboard

Pro tip: Google Workspace allows you to create and save email templates within your Gmail business email inbox. You can also include your email signature in the template. This helps increase your productivity by cutting the time spent on composing a message that you can send repeatedly, such as a company introduction email to a sales lead.

Visit Google Workspace

An example of an email template created in Gmail business email inbox.

Example of an email template created in Gmail business email inbox

2. Response to Online Form Submission

When you run effective marketing campaigns, you can put lead generation on autopilot and let the prospects come to you. This means, however, that you need to make that initial introduction to the contact to determine if they meet your lead qualification criteria to undergo the remaining sales process steps. Here’s how to introduce yourself in an email to an inbound lead after they’ve submitted their information via website, social media ad, or digital ad form. Subject Line: Hi [lead first name], thanks for your inquiry.

Thanks for expressing interest in our [product/service]. I look forward to helping craft a solution that meets your needs.

My name is [first name], [job position] for [company name]. To get started, I’d like to schedule a time to chat to learn more about you and your [solution {ex: “accounting,” “cybersecurity,” “content development”}] needs.

Please let me know your availability over the next few days—or you can use the Schedule Appointment button in my signature to find a time that works for you.

3. Reply to Referred Lead

Referral marketing helps you increase your pipeline conversion rates. This is mainly due to the lead’s confidence in your brand because you were recommended by a trusted acquaintance or mutual connection. The referral itself, however, is only the start of the process. Make that first referral email introduction and thank the person who made the connection. Be sure to include both the prospect and the person who made the referral. Subject Line: [Subject name made by referrer]

Hi [referrer contact first name],

Thanks for the introduction—I appreciate you being a champion for my small business.

Hi [lead name]. Great to meet you.

As mentioned by [referrer name], my name is [first name], and I’m (a/the) [job position] for [company name]. I’d love to schedule a call and learn more about you and your [product/service] needs.

Please let me know your availability over the next few days, or you can use the Schedule Appointment button in my signature to find a time that works for you.

Pro tip: Certain business verticals are better suited to send you referrals than others. This is due to the complementary products or services that mesh well with your offerings or simply the high volume of customers a center of influence manages. Check out our guide on the best referral lead generation sources to see which industries you should be connecting with.

4. Cold Introduction Referencing Recent Events

Another tactic for cold email outreach is referencing a recent event or development the lead may be interested in. For instance, you could cite a scientific study, legislative or regulatory update, or news story the contact person could relate to. Sending something that would pique their unique interest indicates a sense of care for the prospect. This introduction email sample template is designed to help build a relationship through personalization. Subject Line: Hi [lead name], Did You Hear About [event/development]?

Hope all is well with you and [their company name] in the [industry] world. My name is [first name], [job position] for [company name].

I wanted to reach out regarding [event/development name]. In case you haven’t heard, [briefly summarize the event or development]. This, obviously could [explain how it could affect the lead directly {ex: “add new compliance requirements for your business”/“lead to new innovative opportunities for your company”}].

All that said, I wanted to introduce myself and [company name] as [how your products/services can help the lead in relation to the event/development {ex: “we can help you navigate these new regulations”}].

I’d love to schedule a call to learn more about you and see where we can assist.

Thanks and best regards,

5. Post-event Introduction to Potential Lead

Leadshare groups, trade shows, expos, seminars, and networking events are all great places to meet leads and business partners. In these events, you can connect with a person with characteristics that fit your target market or have indicated a need for your product or service. Use this introductory email example as a template to cite the event you met at in the opening line.

Subject Line: Great Meeting You at [event name]

It was a pleasure meeting you at the [event name] [time increment that’s passed {ex: “last week.”}]. I particularly enjoyed the [something you like about the event {ex: “speaker who discussed the tax bracket changes”/“networking aspect of the event.”}].

I wanted to continue our conversation about [previous conversation regarding product/service needs {ex: “your insurance needs.”}]. Like I said when we met, [something you indicated at the event regarding your selling proposition {ex: “we have appointments with all the major carriers which lets us get the best possible market value”}], so I’d love to get on a call to discuss further.

Pro tip: Sales managers need to build their team, strategize a plan for success, and monitor progress along the way. They also must ensure their team has the resources, including technology, knowledge, sales materials, and templates, to hit their revenue goals. With all those responsibilities, managers can read about the key aspects of sales management for guidance in all aspects of their role.

Business Introduction Email Templates for Partners

When writing cold emails , you aren’t always sending them to potential customers. Often, sales reps and business owners look to make introductions to other businesses that could serve as valuable partners. They could be either solid centers of influence for referral opportunities or be helpful to add value to a customer. For example, IT management companies often partner with cybersecurity consultants to offer more services to their clients. Regardless of the purpose, here are some email templates for partner introductions.

6. Introduction to a Networking Group

Many professionals join organizations, such as trade associations, leadshare groups, or Chambers of Commerce, for networking and professional development opportunities. As new members or sponsors of those groups, it’s an excellent idea to make initial connections with the other members through email. Instead of sending a message directly to each person, users can use this template to mass-send to all the recipients within an organization.

Subject Line: Introduction to Members of [organization name]

Hi everyone,

Hope all of you are doing well. I wanted to make a brief introduction as I’ve recently joined [organization name]. My name is [your name], and I’m (a/the) [job position] for [company name]. I’m excited to get the opportunity to [indicate your relationship with members {ex: “work with”/“network with”/”get to know”/grow with”}] all of you.

[Include a brief description of your past experience, former employment, or context as to why you joined the organization].

I’d love to get a chance to have some one-on-one calls to learn more about each of you and see if I can be of value to you.

Pro tip: Automate your appointment scheduling tasks with a low-cost calendar tool like Calendly. This program lets you embed the portal as a link in an email signature button or within a message. By clicking and entering the portal, the recipient can find a time and channel that works best for them, and it will automatically be added to everyone’s calendar.

Visit Calendly

An example of Calendly's scheduling portal.

Calendly’s scheduling portal (Source: Calendly )

7. Request for Expertise

There are a few reasons why you’d reach out to a subject matter expert (SME). It could be for their subject knowledge on a topic you’re about to write or produce a video about. You might need advice regarding some areas in your business, such as lead development, customer service , or human resources management. Use this template to submit a request for expertise to an SME.

Subject Line: Requesting Expertise from [SME name]

Hi [SME first name],

My name is [your name], and I’m (a/the) [job position] for [company name]. I’m reaching out because [reason you’re reaching out {ex: “I need cybersecurity insights for an article I’m writing”/“I’ve been struggling with closing sales”}], and I see you’ve made a name for yourself in this field.

[Contextual paragraph describing your circumstances {ex: “The topic is specifically on the Zero Trust Model for network security. It will be published in Korich Magazine this Fall.”/“I’ve been doing a great job in my lead generation efforts, but can’t seem to properly get those leads through the pipeline and finalize the deal.”}].

Do you have time for a brief call to discuss this further?

8. Post-event Email Introduction to Potential Partner

Similar to sending a sales email to a prospect following an event, you can use this template to send a follow-up to a potential business partner. Like a long sales process, nothing will be finalized just by email. However, you can use this template with the email introduction examples to initiate the conversation with a good center of influence and get a calendar meeting.

Subject Line: Pleasure Meeting You at [event name]

Hi [potential partner first name],

It was a pleasure connecting with you at the [event name] [time increment that’s past {ex: “last week.”}]. I particularly enjoyed the [something you like about the event {ex: “speaker who discussed the tax bracket changes”/“networking aspect of the event.”}]

I wanted to discuss potential partnership opportunities with you. [Describe why partnership would be valuable {ex: “As you are in the search engine optimization (SEO) business and I’m in the content-writing business, we could be solid referral sources to help our clients boost their content marketing campaigns.”/”My managed-service provider (MSP) has been looking to add a supplemental system automation service to offer our customers, but we’d need to subcontract it out to a specialist like yourself.”}].

I’d love to get on a call to discuss this further. Please let me know your availability over the next few days, or you can use the Schedule Appointment button in my signature to find a time that works for you.

Email Introduction Templates for Customers & Accounts

As we’ve covered templates for writing cold emails to prospects and business partners, let’s now explore the circumstances for sending a business introduction email to clients. It is assumed that a customer would already be familiar with their account manager, customer service rep, or client success manager. However, there are a few scenarios where you still need to send an email either to introduce yourself, another person, or a new product or service.

9. Cold Introduction to Newly Assigned Client

An agent or representative will encounter newly assigned clients every now and then. This could either be because of a new account, some territory structure changes, or the previous account manager left. Sometimes, a customer just isn’t happy with their service rep and wants a new one. In these circumstances, use this template to make an introduction to a client after they’ve been assigned to you.

Subject Line: Introducing Your [New or leave blank] [job position]

Hi [client name],

[Introduce circumstances {ex: “As you may know, Cameron Eck is no longer with the firm, so I wanted to make an introduction.”/”Now that you are officially a client of PK Cyber Solutions, I want to introduce myself as your account manager.”/”As there have been a few structure changes throughout our company, I am your new account manager and would like to introduce myself.”}].

My name is [your name]. I will be your point of contact for all things [indicate support services {ex: “billing, product issues, technical assistance, solution recommendations, etc.”}].

If you ever need assistance, you can contact me with the information below or use the Schedule Appointment button in my signature to find an appointment time that works for you.

I look forward to working with you.

10. Introduction to New Point-of-Contact

Instead of introducing yourself to a client, you might need to have a template ready to introduce a new rep, agent, or account manager to them. If you or your employee plans to leave the company or if there is restructuring within the organization, there must be an email making the initial connection. Use this new point of contact introduction email template to introduce the new rep who will be taking over the account.

Subject Line: Introducing [name of new point of contact], Your New [job position]

[Introduce circumstances {ex: “I wanted to inform you I will be leaving the firm next week to pursue a new opportunity.”}]. I’d like to introduce you to your new [job position], [name of new rep], who is CC’d here.

[New rep name] [briefly describe experience {ex: “comes with three years of experience in the marketing automation world.”}] and will be an excellent resource for you. [He/She/They] will be your point of contact moving forward for all things [indicate support services {ex: “billing, product issues, technical assistance, solution recommendations, etc.”}].

It’s been a pleasure working with you.

11. New Product or Service Introduction

This business introduction sample will help you facilitate cross-selling or upselling campaigns to your customers. Start with your current client base when you’ve developed a new product or service and wish to bring it to market. Providing new or upgraded solutions allows you to maximize customer retention rates by continuously finding ways to add value to your clients.

Subject Line: Introducing [new product or service name] to [customer name]

Hi [customer first name],

I wanted to reach out about a new [product/service] we are offering that could be beneficial to you. [Briefly describe new product or service {ex: “We are now offering payroll processing services in addition to our bookkeeping, tax preparation, and employment benefits management solutions.”}].

[Explain the value of the new product or service {ex: “This new solution will allow our clients to centralize all of their financial management activities to one provider.”}]

If you’re interested in learning more, I’d love to get on a call to discuss this new [product/service] line. Please let me know your availability over the next few days or you can use the Schedule Appointment button in my signature to find a time that works for you.

Self-introduction Emails for Freelancers

Freelancers use self-introduction emails to companies or employers to request information about a job or to send their application. Use the introduction email examples below to catch the attention of your intended recipient and to increase the chances of receiving a response or getting hired.

12. Job Application Email Introduction

Recruiters usually deal with a lot of applications. If you want to stand out from other applicants, use an email introduction template that is concise and professionally written. Remember that a job email is neither a cover letter nor a resume, but it is merely a means to deliver these two. That said, don’t forget to attach your cover letter, resume, and work samples to your email.

Subject: [Job/Position] Application

Dear [employer’s name],

My name is [your name], and I greatly admire the work in [product/service] that [company name] is doing. I am reaching out to you today because I saw your email address listed as the contact person for an open [job/position] posted online. I have attached my resume and a cover letter to this email, and I hope you will consider me for this role.

I have attached my [resume/CV/work samples] for your review.

Thank you for your consideration and time.

13. Email Inquiry for Open Position

Use a job inquiry email template when you are passively job-seeking and want to connect with companies or organizations for future positions. This shows employers that you are interested in their company regardless of whether they have a job opening or not. It is also a great way to subtly convey a request to keep your application on file and to let you know once there’s an opening for you.

Subject: [Job title] Position Inquiry

Dear [name of recipient],

I saw the [article/online post] in the [name of website/publication] about your work with [relevant topic of interest], and I want to congratulate you on your success as [recipient’s job title] of [name of company/organization]. My name is [your name], and I am interested in the open [job title] position listed on your website.

I am reaching out to ask for more information regarding this position. Is it full or part-time, and [add other relevant questions]? I would appreciate it if you could respond to this email or call me at the number below.

Thank you for your time.

14. Email Introduction for First-time Applicants

When you finally finish your degree, looking for a job could be an exciting chapter, but it could also be daunting if you don’t know how to build your application. You can start by constructing an engaging email to introduce yourself to your potential employer. Use the email introduction sample below if it is your first time to apply for a job.

Subject: [your name] – [job title], [job reference number]

Dear [recipient’s name],

I recently graduated from [name of your school or university] with a [your degree] and am interested in applying my education to [name of company/organization]. I am humbly confident that my skills are a good fit for the [job title].

Despite being a fresh graduate, I have background experience for this position because I completed [relevant internships and training]. In addition, I am eager to pursue continuing professional development to advance my career in [your field of work].

I have attached my resume and cover letter for your perusal. Please feel free to contact me if you have any questions about my qualifications. I look forward to hearing from you.

Thank you for your time and consideration.

15. Referencing an Internal Contact in Email Introduction

When applying for a job, it can be helpful to get a recommendation or referral from someone who is currently employed at the same company. It helps emphasize how your working experience aligns with the position you are applying for and grabs the attention of the hiring manager. Use this job email template when mentioning an internal contact in your email introduction.

I was referred to this company for the position of [job title and job reference number] by my former colleague [name of former colleague], who is currently a [colleague’s present position] at [company name]. [Name of former colleague] accurately saw this position as a great representation of my potential, as [brief explanation for former colleague’s recommendation].

I believe that I am a good fit for [available job position] because of [brief overview of your educational background and work experience]. To help you better understand my qualifications, I have attached my resume and cover letter to this email. I look forward to speaking with you at your most convenient time. Please let me know your availability and I would be happy to settle on a schedule that works for you.

How to Get More Value From Introduction Email Templates

Our sample introduction emails are designed to facilitate conversations with leads, business partners, and customers to ultimately produce more revenue. In addition to using these outlines for sending cold emails, here are some other ways you can boost conversions for your introductory emails:

A list of four ways to get more value from introduction email templates.

Automate Calls to Action

When you send an email to someone where you’re initiating a call to action (CTA), such as “schedule a call” or “let me know your availability,” make it as easy as possible for the recipient. One way to do this is through automated CTAs. Rather than back-and-forth replies trying to agree on a time to chat, you can link automated scheduling tools in your message or signature.

Tools like Calendly, which is one of our best shared calendar apps , let users sync their calendars and set scheduling preferences to their availability. Then, by linking the scheduling portal in the email message or signature, the recipient can click to enter the system. From there, they can search for a time, date, and communication channel that works best for them. Once the call is scheduled, all participants receive a notification and have the event synced to their calendars automatically.

Calendly adding scheduling link to email signature (Source: Calendly )

Store & Share Email Templates

As you develop and rework your email templates, you’ll find some will be more effective than others. Store those “winning” templates for future use and share them with other reps. It not only helps maintain quality messaging, but also lets you increase the volume of sends as you only need to plug in contact and contextual information instead of writing a whole email from scratch.

Customer relationship management (CRM) systems like Pipedrive let teams create, save, and share email templates in the platform. Users can integrate their email system to easily craft emails from a contact record. There, they can save email templates in the CRM that will auto-populate the message using stored contact data.

Visit Pipedrive

Writing a message using an email template in Pipedrive.

Pipedrive choosing email templates (Source: Pipedrive )

Incorporate & Track Personalized Information

Personalization is huge for cold email success. It shows you took the time to learn about your lead or contact before crafting the email. Recipients can tell if an email is directly sent or mass-produced based on personalized parts in the introduction email subject line or message. You can cite items like their name, company, industry, or contextual information like where they went to college or how long they’ve been at a firm to help pique interest early on in the message.

As you collect personal information on leads, partners, and customers, store those insights in a CRM platform for you and other reps to use. Many products, like Freshsales, are robust information and business intelligence systems. In addition to basic contact data organization, Freshsales allows users to draft notes and tag CRM records. Tags give you information applicable to more than one record to filter out contact lists. If you met a group of leads at a webinar, for instance, tag them as “webinar” to provide those contextual details.

Visit Freshsales

Adding contact tags in Freshsales.

Freshsales adding contact tags (Source: Freshworks )

Purchase Email Lists

One of the goals of using professional introduction email templates is to save time with a message that’s partially crafted for you. Another time-saver is purchasing email lists rather than manually doing online research. Services like UpLead, for example, let you automate the prospect research step by generating email lists for you. Users can simply go to the platform and search for contacts based on details like industry, job title, and company size to create a list.

Visit UpLead

Searching and viewing contact profiles in UpLead.

UpLead contact search (Source: UpLead )

Frequently Asked Questions (FAQs)

What is a good introduction email template.

A good introduction email template uses an informative subject line, a personalized greeting, a brief explanation of why you’re reaching out, and a request or call to action. In addition, it should also include polite language, such as a short thank you for the recipient’s time.

How can I introduce myself via email?

In general, you can introduce yourself in an email by stating your name, job title, and relevant affiliation. You can also give a brief outline of your current project, field of expertise, and geographical location. If you want to establish a connection or build your credibility, you can mention any mutual connections in your email.

What is the most polite way to start an email?

The most polite way to begin an introduction email is to use appropriate salutations. These include “Dear [name],” “Hi” or “Hello,” “Hi everyone,” and “Hi [department name] team.” It is also important to create engaging openings by acknowledging the reader (“I hope you had a great weekend”), clarifying the purpose of your email, and expressing gratitude for the reader’s time. On the flip side, avoid using impersonal salutations (“To whom it may concern”) and make sure that there are no misspelled names.

Bottom Line

Email is a popular communication channel for developing sales opportunities and professional relationships. Using a business introduction email template helps improve messaging quality and save time through a proven outline already created for you. In addition to utilizing introductory templates, teams can improve production and conversions by using CTA automation, template storage systems, personalized messaging, and premade email lists.

About the Author

Bianca Caballero

Find Bianca On LinkedIn

Bianca Caballero

Bianca Caballero is a subject matter expert at Fit Small Business who covers Sales and Customer service topics. Prior to working at FSB, she was in field sales and territory management. When she launched her career as a writer, she worked with companies from the US, Australia, and China. At present, she uses her 12+ years of writing experience to provide FSB readers with the best answers to their questions.

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27 Business Email Examples & Templates You Should Try In 2022

  • Statista’s thoughtful customer-centric email
  • The benefit-focused follow-up business email template
  • The lead tracking follow-up
  • Following up to a warm lead
  • Emailing a referred lead
  • Sending warm leads more content
  • Follow up after a phone call
  • “Breaking up” with a prospect
  • The humorous “break-up” business email template
  • The congratulatory “new announcement” business email template
  • The value addition business email template
  • The introduction business email template
  • The “get back in touch” email
  • Rejecting a job application
  • Saying “no” to unsolicited questions
  • The inbound lead follow-up
  • The automated inbound lead follow-up email
  • Introducing yourself to a contact
  • The “welcome” email
  • GoodEmailCopy.com
  • Newsletter Template
  • Definitive Guide on Email Marketing For Beginners 
  • 25 Emails that Target Each Stage of the Customer Lifecycle
  • [Benchmark] What’s a Good Email Open and Click Rate?
  • How to Create an Effective “Welcome” Series
  • How to Generate More Sales from Your Email Marketing Campaigns
  •  A/B Testing Guide for Emails

After I wrote a lengthy post about cold emailing , I got a number of people asking me: “Dmitry, can I use these examples for leads and prospects?”

My answer was always the same:  not quite .

Cold emails are often different from conventional business messages.

With the former, your main objective is to grab enough attention to warrant a response.

With the latter, you know a lot more about your prospect (and vice versa). Your aim isn’t just to get noticed, it’s to meet your revenue goals.

As you can imagine, the subject line and tactics you should use change accordingly.

So in this post, I’m going to tackle this long ignored topic:

I’m going to show you 27 business email templates and what makes them perform for any campaign you’re running. You’ll walk away from this knowing exactly what to write in your next message to get opens, clicks and conversions.

Before you skim the templates below and start writing your own please go through the following checklist to ensure you pay attention to the following:

  • a way to open rate – which ever tool you’re using should have this metric
  • a way to measure response rate – which ever tool you’re using should have this metric
  • are your emails targeting the right person in organization?
  • are you addressing your target’s pain point?
  • do you have a dedicated sales rep or a sales team to convert the leads into customers?
  • are you using your personal Gmail or Gsuite? It’s better to spin up a new inbox with a company email for cold email outreach.
  • do you have a specific landing page elements  to show a potential customer with a testimonial from a loyal customer or a happy customer?
  • are your emails displaying correctly on mobile devices?
  • if you’re doing cold outreach it’s a good idea to have a special offer for your prospects
  • be careful to filter out folks who are close to you:  an existing customer or a subscriber or a big fan who loves your blog
  • following up with people after hosting a webinar or a networking event, even if it’s through promotional emails is always a good idea

Ok, ready for some business email templates?

Let’s dive in!

I recently received this email from Statista after I’d signed up for their free account.

This message was my first contact with Statista. They’d never spoken to me before. Nor did they have any information about me, besides what I’d shared when I signed up with them.

Here’s why this example knocks it out of the park:

  • The subject line “hopes to help:” This sets the tone for the rest of the email. Statista doesn’t focus on winning a deal. It focuses on helping you make better use of its tools . It’s a subtle way of selling themselves, which I’m on board with 100%.
  • They mention a “time difference.”  Statista is based out of Hamburg, Germany. They’re 9 hours ahead of the U.S.’ Eastern time zone. So when Allyson asked if I prefer communicating over email, she was being thoughtful. There’s no back and forth about setting up a call at an awkward time.
  • Social proof:  I’m not going to buy a service just because a big name brand already uses it. But knowing that Apple trusts Statista gives me confidence in them.
  • Budgetary concerns:  As a small business owner, I’m often wary of emailing similar companies without transparent pricing. But Allyson proves she empathizes with me on this point by suggesting that Statista will have a solution that fits my budget.

Apart from this, also note the personal “I” tone, which is rarely used in first touch messages. Too many salespeople hide under a third-person pretense of “we.” By using the first person, and saying “I,” you make yourself and your business relatable.

The biggest mistake you can make with follow-up messages is to leave your prospect in the dark.

If you’re simply saying “Just following up,” you’re basically bumping the email back to the prospect’s inbox. If he/she didn’t have enough reason to reply back earlier, simply bumping the email back won’t make your case any stronger.

That’s why I love this example from Avidian. It shows exactly how to work new information into a message thread.

Here’s what I like:

  • It starts with a reminder . Decision makers tend to be busy. Chances are they’re not going to remember who you are or why you emailed them. If you’re emailing after a long time, it’s a good idea to remind them of your last conversation and its context.
  • New information:  This template steers the conversation to new information and its relevance to the original conversation (in this case, a LinkedIn group).
  • Reason for the email:  This is a continuation of the above – why this new information matters.
  • Benefit:  Closing with a benefit works well. Closing with an  urgent benefit – “reach sales targets for the quarter” – proves even better. After all, if you’re the VP of sales at a startup, wouldn’t you want to meet your sales targets as early as possible?
  • Subject line : even though it’s not present in this template it’s the most important part of your email, keep it to 60 characters and make it punchy, for more ideas check out my guide with 100+ examples of an email subject line

If you have a way to connect visitors on your site to businesses by using tools like WhoIsVisiting  or HubSpot’s prospect tracking , you can get pretty creative with your messages.

For one, knowing that someone from the company you’re targeting is visiting your site can be a great icebreaker.

Here’s a template for using this trigger:

This one is pretty basic in its actual content, but it hits all the right marks:

  • Tell the lead what her teammates were doing:  This might seem like it’s a bit stalkerish, but the right way to send such an email is to tell your reader upfront what pages the teammates were viewing. Businesses understand that prospects are often tracked these days, so it won’t surprise them.
  • Invite teammates to join the call:  The “10 minutes to discuss” is standard, but inviting others to the discussion makes this closing line more effective.

Imagine this: A gentleman downloaded an eBook from your site last week using his name, email address and website.

After researching this information, you realized that he’s a perfect fit for your services.

What should you say to him?

Here’s a template courtesy of Attach.io:

  • Clever subject line:  “Lofting” is a rare enough word that it will stand out in any inbox. “Let’s get you lofting” isn’t very benefits-focused, but it’s smart. And that’s usually enough to get an email opened.
  • Simple Introduction: Since you captured the lead recently, there’s a good chance the prospect still remembers your brand name. Instead of a long-winded introductory emails, simply stating your name and your company is enough.
  • Simple personalization:  Personalization is critical but when you make it too complicated, it reduces your email velocity significantly. This one focuses on a single variable (“your lead generation at [company name]”), making personalization faster.
  • Exact days/times:  Instead of going back and forth to decide on a time/day, it’s sometimes better to propose a date yourself and let the prospect propose the right time for a call.

The second paragraph is a bit too long but given the succinctness of the first paragraph, I’d say this is a strong example of a warm follow-up.

As any seasoned salesperson will tell you, referral leads are worth their weight in gold. Knowing a common connection makes getting the foot in the door  so  much easier while also easing customer FUDs (fear, uncertainty and doubt).

But how exactly do you email a referred lead?

Here’s a template (credit: HubSpot ):

Here’s what to love about this:

  • Referral name in subject line:  You want your subject line to grab the prospect’s attention. Mentioning someone the prospect knows is a powerful way to do that.
  • Show that you’ve done your research:  This single line shows that you’ve actually done your homework. Important to show that you’re not just blindly emailing people.
  • Close with a benefit:  The business email template closes by asserting how it has ideas you can “implement fairly easily” and which will have a measurable impact on an important metric: lead conversion rates.

Sales is a game of months, not days. For high value prospects, you can expect to go back and forth over weeks on end.

During this time, you want to a) keep establishing common ground, and b) keep prospects interested by sharing relevant content.

Use this template from HubSpot to see how it’s done:

  • References a shared experience:  One way to establish common ground quickly is to mention an event or experience you both attended. This shows that you share the same interests and goals.
  • Mention business goal:  Sales emails aren’t meant to be chit-chat. After establishing a connection, circle back to the reason why you’re emailing them: because your service/product can help them meet their goals.
  • Deliver relevant content:  Pretty much the objective of this business email template. Using phrases like “As promised” is a good way to make it sound more natural.
  • Subject line : again do not forget to focus your attention on subject line before writing your email.

A good sales practice is to always follow-up to phone calls with an email reiterating the points you discussed in the call. This is not only a good way to keep track of the conversation, but it also gives you a chance to send over any relevant documents or data.

Here’s a business email template you can use to do this:

  • Start by referencing the phone call:  This is a pretty generic greeting but it’s personalized enough that it works. Your job is to quickly mention the phone call and the context of your conversation before getting to the meat of your email.
  • Focus on “personal impact”:  Remember, the people you are dealing with also want to advance their careers. If your solutions can help them solve personal issues, you’ll have a much better chance of getting their attention.
  • Send additional data:  If you’ve discussed any content, data or documents in the phone call, the second paragraph is a good place to mention it.
  • Mention date and time for next meeting:  Instead of wasting time going back and forth to find a suitable time, go ahead and mention the schedule that works best for you. If the prospect has any issues with it, she can easily get you to change it.

Most of your leads won’t turn into sales.

And that’s okay.

Some leads won’t buy because they’re either not interested or can’t afford your product.

A lot of leads, however, are interested in your products but just don’t have the time to commit to a purchase right now.

Instead of fading off the radar for such leads, send them a “break-up” email telling them that you won’t be mailing them anymore.

Here’s the template (credit: Attach.io ):

This business email template gets everything right:

  • Clever subject line:  This subject line will stand out in the prospect’s inbox (and probably earn you a nice chuckle). Plus, the song is perfectly relevant here.
  • Make it easy for prospects to respond:  Instead of writing a lengthy reason for the radio silence (or worse, no reply at all), give prospects an out by giving them pre-written response templates. Replying to this email will take a lead literally 10 seconds or less.
  • Establish a timeline to restart the sales process:  Notice how this email gives prospects a way to restart the sales process in 1 month. This catches all prospects who might be interested in your product but can’t commit right now.

Humor – if you can make it work – is one of the most powerful sales weapons around. If your brand personality or the rest of your conversations have a humorous lilt to them, here’s a compelling sales template you can use:

  • “Are you okay”?:  This subject line is designed to do one thing: get opened. Sure, it’s a little misleading, but be honest: wouldn’t you open an email like this as well?
  • Simple but effective joke:  As far as humor goes, this is pretty safe – and it works in context.
  • Give prospects an easy way to respond:  Similar to the above break-up email, prospects just have to say (1), (2) or (3) to indicate their preference.

Did one of your warm leads (or client) recently launch a new product or win a major accolade?

This is the perfect excuse to get back in touch and make a subtle push for your products.

Here’s a template from Yesware showing you how:

  • Optional callback to last conversation.  This is entirely optional but if you’ve recently interacted, it’s always a good idea to reiterate it when you email. Besides mentioning the  what , you should also mention the  why (here – “because it seemed to speak to your situation”). Once you’ve done that, skip straight to the congratulatory message.
  • Ask a genuine question.  It’s important here to skip cursory insight and ask something actually meaningful. You don’t want to come across as simply flattering the prospect.
  • Circle back to your own product.  While genuine insight and even flattery is nice, remember that you’re trying to close a deal here. Find a way to plug your product into the conversation. For instance, if your prospect just released a new CRM tool, you could mention how they would need PR to promote it (for which you make software).
  • Give a reason for the email.  A study by Harvard psychologist Ellen Langer showed that people are far more likely to let you do something (say, cut in a line or respond to an email) when you give them a clear reason. The line “the reason I’m asking”   gives you a reason for the email. Plus, it allows you to plug your product in a way that benefits the prospect.
  • Subject line : a good subject line for this template above is Scoop re: your story on [changing industry dynamic]

If you run a business, you should periodically send relevant content to your prospects.

The reason for this is twofold: a) you get to show that you’ve been thinking about the prospect, and b) you get a reason to get back to your prospect’s inbox.

If you’re sending content to your prospects, here’s a business email template you can use (again, from Yesware):

  • Send content from a neutral party.  While you might be tempted to send content from your own resource library, your objective here is to show that you’ve been thinking about your prospects problems, not just promoting your business. An article from a respected third party that’s relevant to the prospect works better in such situations.
  • Ask for guidance.  You’re a salesperson, not a clairvoyant. Instead of assuming the problem, ask for guidance with a question like the one above. Make sure that this question is relevant to the article you just shared.

Note how the email is short and keeps the congratulatory tone to a minimum. Flattery works, but only in tiny doses.

Your prospects have the same goal as you: to grow their businesses.

Introducing them to someone who can help them reach this goal is a win-win for everyone involved. You get into your prospect’s good books, while the prospect expands her network.

Here’s a good business email template to bring up an introduction:

  • Jump straight to the purpose of the email.  Understand that since you’re delivering a lot of value (introducing the prospect to a new contact), you don’t have to write a lengthy, flattering intro. You could even do away with the first couple of lines altogether.
  • Introduce the person  and how they can benefit the prospect. Take particular care to mention any specific topics or ideas they might have in common. This will give the prospect a starting point for the conversation.

If you’ve lost touch with a prospect, here’s an email from Yesware to start the conversation again.

Lots to love here, especially how it kickstarts the conversation by focusing on something relevant to the prospect.

  • Give a reason for the email.  This could be anything – a new product launch, a new announcement, or even a new blog post. This works much better than a simple “just following up” message since it gives you a way to tie your pitch to something the prospect cares about.
  • Update your prospect about your product.  Mention any product updates or recent changes at your company. This gives you a way to lead the conversation back to your product and also gives the impression that you’re conversing, not just pitching.
  • Push for a meeting.  This can be a virtual or actual meeting. Again, always offer exact dates/times and locations if possible to make scheduling easier.
  • Close with a benefit.  Remember: emailing is  always  about how you can help the prospect, not the other way around. Before you close, show the prospect how the meeting/conversation might benefit her.
  • Subject line : A great one for this could be: Congrats re: your news on <insert>

As a business owner, you’ll often have to say no – to job applicants, to salespeople and to other businesses.

And if you’re a public figure, you’ll also have to say no to unsolicited questions and offers (something I can attest to personally).

It’s tempting to either not reply to such emails or reply back tersely. After all, you’re short of time and you have a business to run.

But I believe otherwise – if you can be gracious and generous even in your rejection emails, your readers, prospects and future partners will love you even more.

This template comes from Michael Hyatt who, as the former CEO of a major company and the owner of a popular blog, knows a thing or two about unsolicited email.

This business email template deals with an unsolicited job application:

Michael’s email is extremely kind and has the same steady, generous tone of his blog. Plus, it’s easy to personalize and doesn’t look like a cookie-cutter automated email.

Here’s what I love about it:

  • Explain why you can’t help.  You might be tempted to say “I’m busy!” but you can do one better and tell the recipient exactly why you can’t reciprocate: you have other commitments or you just don’t handle that work.
  • Tell recipients where they can get help.  It’s no good telling people that you can’t help – you should also point them in the right direction. In this case, Michael directs the recipient to a resource page on his company websites and offers pointed instructions on how to submit an application. This is copy-pasted content but you wouldn’t know it at first glance.
  • Thank the recipient for the email.  What kind of copy you include in the “thank you” paragraph is up to you, but Michael’s idea of “honoring us with your interest” is a solid one. It’s impossible to not smile a little if you got that note in your rejection email.

If you’re in any kind of visible leadership position, you’ve likely received emails from other business people asking you for advice or “just 20 minutes of your time”.

While you would love to help them out, you just don’t have the time.

Here’s how Michael deals with this (while generating leads for his services):

This has the same gracious tone as his job application rejection email, except it also includes a plug for his consulting and speaking services.

  • Offer a “free” resource or service. Not everyone who asks you a question can afford to pay you for consulting. If you have a blog or a resource library, point recipients here – it’s the only fair thing to do.
  • Offer paid alternatives.  Instead of rejecting the email altogether (or not replying to it), give recipients an option to buy your time. While you don’t have to include actual rates, it is a good idea to tell people that you won’t be cheap – you don’t want to waste time dealing with tire kickers.

A lead might have read dozens of blog posts and followed you across social media. But the first business email template you send the lead is the actual start of your business relationship. After all, this is the first intimate, direct conversation you’ve had with them.

For an effective inbound process, you should resist the urge to sell here. Instead, do what you’re already doing – helping the lead.

Here’s a template for following up to an inbound lead:

Notice these things:

  • Remind the lead of the context of your email.  The lead might have downloaded multiple resources that day. It’s always a good idea to remind them where you got their email information from.
  • Ask if they want more information.  Useful content is the foundation of inbound marketing. Ask the lead if they want more information, then direct them to the right resource.
  • Share tips.  This could be generic tips (for an automated email) but you’ll see much better results by sharing personalized, pointed tips. These should be relevant to the resource the lead downloaded and your business’ expertise. Say, if you sell a content marketing tool, you could mention how their blog page doesn’t have a way to capture leads. Another example might be if you’re selling marketing plans or marketing strategy strategy consulting you could mention that you can see that they might need help to <insert one weak point you see with their blog or site> and you can help with that – for example: Adjust their conversion on their blog.

Did you know that responding to an inbound lead within 5 minutes increases chances of conversion by 900%?

Obviously, you can’t send a highly personalized business email template in 5 minutes. The best you can do is to personalize a template and send it automatically to every incoming lead.

Here’s a template you can use for this:

This email doesn’t require a lot of information to sound like it’s personalized. You can:

  • Use the resource name.  It’s better to use the actual name than add a link to the resource. This not only reminds the lead of the context of your conversation but also personalizes the email.
  • Link out to additional content based on downloaded resource.  You can have generic rules for linking out to different content based on the resource downloaded. For instance, you can link out to your social media blog posts for someone who downloads a “social media 101” eBook.
  • Include time slots when you’re free.  Say, if you are free every Thursday and Friday at 2pm, include this in all automated emails. It’s not always a great idea to try to talk in the first email, but if you feel that the lead is warm enough after asking the right sales probing questions , you can give this a try to make the sales email sequence  faster.
  • Subject Line : This could be a simple “Quick Question” or “Appropriate Person To Ask”

Both the above templates come from HubSpot

Let’s say you want to expand your business to a new area (say, cybersecurity). Your friend, Mike, asks you to get in touch with  his  friend, Matt, who is an expert in cybersecurity.

What kind of business email template should you send Matt?

Here’s a template from Danny Rubin for this situation:

As far as emails go, this is pretty straightforward – and that’s exactly the point. In an introduction email, you want to be compact and precise – tell recipients who you are and what you need from them. The fact that you’re coming from a common contact means that you already have their attention.

This email does that perfectly.

  • Mention the recipient’s field.  If you were an expert on VPNs , an email that mentioned your expertise would likely get your attention. This email does precisely that with its subject line.
  • Keep your introduction short.  You don’t need to tell the recipient anything beyond your name and critical background info. Remember: since you have a common contact, you’re already “vouched” in the recipient’s eyes.
  • Give a reason for the email.  In short, state why you’re emailing. The  because here is critical – as I mentioned before, it gives your email a purpose and increases chances of success.
  • Ask for a big favor, then a small favor. In all likelihood, the people you’re emailing would be busy. When you offer to grab a cup of coffee, they might show some resistance. In contrast to that, an offer for a phone call sounds downright easy. Stacking your requests this way means that your second offer (a phone call) sounds much more attractive when contrasted against the original request.
  • Subject line : looking for advice about <insert specific area of study>

This isn’t really all of you will have to do, but if you have a product or service people can sign-up for (like JustReachOut), the “welcome” email will be one of the most important emails you send.

After all, this is the first email you send out to new users. You  want  this experience to be positive and informative. How the user sees you and your product/service will depend on this first interaction.

Here’s a business email template from Dan Martell of Clarity that works particularly well:

Look what Dan’s doing here:

  • Email comes from a person, not a generic email address.  No “[email protected]” – this one is coming straight from the company’s founder. Also notice the Clarity logo in the user avatar (from Google+).
  • The reason for the email.  Sure, a simple “welcome!” message works, but you can go into a bit more detail and state exactly why you’re emailing to give better clarity to your users.
  • Casual tone (and useful information).  Note how the email uses a very casual tone and lists exactly what it will “show” the recipients. This is a matter of branding but when you’re emailing as an individual, you really can’t go wrong with a conversational tone.

Even More Resources

Just like my last post on email templates, I want to close by giving you a list of resources you can use to learn about business email.

In fact, I’m even going to reuse the

These are resources I’ve personally used to build connections, score interviews, get guest spots, introduce new people, and of course, make sales.

Here you go:

Whenever I get stuck or can’t think of anything worthwhile to say in my emails – or how to say it – I head to GoodEmailCopy.com

This site curates emails from some of the web’s best brands. Use it to find inspiration and to see how the world’s best brands increase conversion rates.

As you know email is 40x more effective in acquiring customers vs. social media. Growing your email list is a no brainer for any business. Knowing what to send them is something I always struggle with. I usually turn to this article from Vengage which shares 67+ examples and tips to write your own newsletter template.

Email marketing is an art form and if you’ve never done it before it’s really useful to have a guide with real life templates and examples you can reference.

When I first started with email marketing I did not have something like this in front of me and as a result made similar mistakes over and over again.

I like this guide from GetResponce because it’s narrated  by a real person, there is an audio component of the guide which is really nice.

This guide from GetResponse will help you get your feet wet when it comes to email marketing, if you’re new to this practice this is a great post to start with.

Want to send emails to a top of the funnel customer? Customer service teams send these emails all the time. How about a late funnel customer who is just  about to buy from you (and needs a final push)?

These 25 emails cover every stage of the customer lifecycle. Reference it when you’re stuck for ideas and need some guidance.

How do your business emails stack up against the competition?

Use this benchmark data from HubSpot to figure it out.

I’ve touched upon welcome emails only too briefly. This post from Emma goes much, much deeper than I could go. A MUST read if you’re writing emails to welcome your new users.

Crafting a great email is only one half of the business email equation. There are plenty of other nuts and bolts you need to tinker with to get actual sales and conversions.

This post from the always great Peep Laja throws light on some tactics you can use to turn email opens into $$$.

  A/B Testing Guide for Emails

Marketing is all about testing, and that includes your business emails.

But how can you A/B test your emails?

Read this post from Zapier to find out.

Over to You

So that’s a wrap! I hope these templates and resources have been as useful to you as they have been for me.

Before you go, make sure to download the templates which I’ve personally used to get a response from some of the world’s busiest people.

'  data-srcset=

Dmitry is the founder of JustReachOut.io which helps 5000+ businesses pitch journalists and get published in press without any PR firms. See more here .

'  data-srcset=

Very helpful tips Dmitry 🙂 I was wondering how many follow up emails do you send? and when is the right time to send them?

'  data-srcset=

Hey Dmitry!

First off, I should commend you on a well-written post…this is definitely an helpful post!

I have tried some of these techniques with my own list and they’ve surely worked magic for me and even for some of my clients.

I have often opined that what makes a list effective is not the autoresponder you use but rather, the quality of your copy and how you relate with the guys and chicks on your list. Relationships is the highest need in the world and your emails should create and attract a good relationship with your list subscribers. Simple!

I will definitely try out some of the templates you have shared here, Dmitry. Thanks man. 🙂

'  data-srcset=

Cheers! Thanks Anil.

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[Updated 2023] 50 Best Company Presentation Templates To Ace The Corporate Ladder

[Updated 2023] 50 Best Company Presentation Templates To Ace The Corporate Ladder

Malvika Varma


Let’s face it! Company presentations are generally the same– unattractive and boring. 

Your company presentation is a crucial thing! It is often the primary stage of your business as it forms the ground for further discussions. Do it right and witness your company flourish! Do it wrong and lose a lot more — brand identity, productivity, and communication effectiveness. Whether you’re introducing your company to venture investors and potential clients or discussing the business with senior management, you need to make an amazing first impression . 

A well-crafted business presentation assists you in achieving significant goals like sealing deals or developing of partnerships. It is an important tool that evaluates the components of the company, like plans, progress, and specific goals. The secret ingredient of a successful business presentation is putting your heart and soul into it. The right presentation will help you in connecting with your audience and show them the value of your ideas and vision, thereby serving the purpose. 

Now the question is how can you make an engaging company presentation? Well, this is where we come into the picture. SlideTeam provides the 50 best company presentation template complete decks that are as unique as your organization, your products, and your services and make you stand out from a dozen others. 

Company Presentation Templates To Download

Template 1: company profile ppt template.

Company Profile PPT Template

Download this template

Our PPT Template is the perfect solution for anyone looking to create a comprehensive, engaging, and visually stunning overview of their company. With our Company Profile PPT Template, you can showcase your brand's vision and mission, introduce your founders and team members, and highlight your company's goals and objectives. Our template allows you to share your organization structure, workflow, and future projects with your audience, giving them a clear picture of where your company is headed. But that's not all - our PPT Template also provides a detailed comparison with your competitors, enabling you to showcase what sets your brand apart from others in your industry. By illustrating your company's unique selling points and core values, you can create a compelling brand narrative that resonates with your audience and sets you apart from the competition. Download now.

Template 2: Business Plan for New Company PowerPoint Presentation Slides

Business Plan for New Company PowerPoint Presentation Slides

Looking for a professional and comprehensive way to showcase your business to investors, stakeholders, or potential clients? Look no further than our Business Plan PPT Template!

Our template is designed to give you a head start in creating a visually appealing and informative company profile presentation. It includes all the key sections you need to highlight your brand, including your value proposition, product roadmap, business model, revenue model, go-to-market strategy, and financial projections. Our template helps to create a compelling story about your business that showcases its strengths and potential while providing key insights that will help stakeholders make informed decisions. Get it now.

Template 3: Business Model For Startup Companies PPT Template

Business Model For Startup Companies PPT Template

Introducing the ultimate PPT template for startup companies - the perfect tool to help you unlock the full potential of your business. Our Business Model PPT template is designed to provide you with the tools you need to effectively communicate your market insights, the company's unique selling proposition (USP), projected key financials, objectives, and strategic positioning to investors, partners, and stakeholders.

Crafted with the needs of startups in mind, this template is both creative and engaging, making it easy for you to capture your audience's attention and communicate your message effectively. 

With this template, you'll be able to showcase your startup's unique value proposition and market insights in a visually stunning way. You'll also be able to present your financial projections and key objectives with clarity and precision, helping you to secure the investment and support you need to take your business to the next level. Download now.

Template 4: Company Profiling PPT Template 

Company Profiling

Download Company Profiling PowerPoint Presentation Slides

As you know, a company presentation is your best tool to narrate your corporate story to the audience with clarity and simplicity. Highlight the strengths of your enterprise in an interesting manner using our complete PPT deck. The professional summary of your business and its activities presented here will keep the audience engaged and make it informative for the investors as well as management staff. Our company presentation templates are pre-designed to help you out with numerous ideas on how to illustrate the various facets of your organization. Reach new heights with this captivating enterprise PPT deck. This company profiling PowerPoint template can be employed for company introduction to new employees, pitch capitalists, and whatnot. 

Template 5: Company Summary Of Business Plan

Company Summary Of Business Plan

Break the stereotype of monotonous company presentations. Save yourself from the yawn-inducing corporate presentation by downloading our attention-grabbing company profiling PowerPoint template. All crucial elements to making an awesome business presentation are incorporated in this PowerPoint layout. Acquisition strategy plan, core values, company objectives, organizational structure, and other aspects which amplify the success of the firm can be presented effectively. It is also useful for project managers, HR, and other management meetings conducted to track corporate milestones.

Template 6: Corporate Profile PPT Slides

Corporate Profile

Do wnload Corporate Profile PowerPoint Presentation Slides

Deliver an in-depth blueprint of the organizational structure and leave a mark on the audience's mind by utilizing this corporate profiling PowerPoint theme. The complete deck is specially designed by keeping in mind all the essential elements that can help you reach the top of the corporate success ladder. Build a strong connection with your audience by using this corporate profile PPT presentation describing the agenda, vision and mission of the enterprise, achievements accomplished and lots more. Utilize our professionally designed company presentation template in meetings, where core values, solutions, and business strategies are to be discussed with co-workers and management staff.

Template 7: Vision, Mission, Goals, And Objectives

Vision Mission Goals And Objectives

Download Vision Mission Goals And Objectives PowerPoint Presentation Slides

Is achieving targets on your mind? Look no further. Incorporate our company goals PowerPoint template to state and achieve corporate goals within the deadline. Our business goals PPT presentation is interactive enough to communicate your ideas effectively. This attractively designed PowerPoint complete deck can also be used to foster teamwork and describe what your institution wants to accomplish.  

Template 8: Business Pitch

Business Pitch

Download Business Pitch PowerPoint Presentation Slides

Weave an interesting story for your startup fundraising meeting by introducing this awe-inspiring business pitch PowerPoint template. If you are new to the corporate world and looking to start your own business, then this content ready company PowerPoint template can be of great use to you. The format, design, and selection of slides make it very easy to explain the financial projections and growth strategy to the stakeholders. Impress your prospects by giving a framework to your business ideas and climb up the corporate ladder.

Template 9: Business Achievements PPT Template

Business Achievements

Download Business Achievements PowerPoint Presentation Slides

Business accomplishments give us the much-needed confidence to excel further. The company presentation template consisting of business achievements can be employed to illustrate the key milestones achieved. Project managers can present our pre-designed corporate achievements PowerPoint complete deck to acknowledge the teammates and encourage them to continue showing dedication. You can list the company achievements with the use of the timeline so that the viewer gets a clear idea about the progression of your firm. 

Template 10: Business Campaigning

Business Campaigning

Download Business Campaigning PowerPoint Presentation Slides

Campaigning is so important in the success of any business. Poor business campaigning can easily fade your presence from the market. Discuss the brand promotion channels and tools with the marketing team to outshine your competitors. Advertising techniques to boost the business in the online and offline market can be formulated by taking the aid of this company presentation template complete deck. This editable company promotion PowerPoint template can be incorporated to analyze the marketing strategies to target different sets of audiences.

Template 11: Business Operational Excellence Strategy

Business Operational Excellence Strategy

Download Business Operational Excellence Strategy PowerPoint Presentation Slides

Business Operational PowerPoint template can be used to showcase the operational excellence for your company to create value for customers and stakeholders. Discuss the agenda, operational and customer-related challenges with the senior managers and figure out ways to mitigate sales and marketing challenges using this PowerPoint template. The eye-appealing graphics with a thoroughly researched content of the company presentation template complete deck makes it a perfect fit for presenting the company stats across the table.

Template 12: Business Overview Module

Business Overview Module

Download Business Overview Module PowerPoint Presentation Slides

Portray all your success stories with our company overview module PowerPoint presentation. Amplify your core values, milestones achieved, and services offered to ace your business presentation. This business presentation template can be tailored to suit your needs as it is completely editable. You can also bring the spotlight on the press and media coverage of your institution with the assistance of our company presentation PowerPoint layout. Present this complete deck in front of your clients and get an overwhelming response converting it into a deal done right.

Template 13: Product Design And Development

Product Design And Development

Download Product Design And Development PowerPoint Presentation Slides

If you are looking for a powerful company presentation template to launch a new product in the market, you are just a few clicks away. This product design and development PowerPoint template can make your brand stand ahead of others. Comprising PowerPoint slides such as product idea screening, product lifecycle, market analysis, development plans, cost analysis, product roadmap, and other significant features, you can download our company presentation complete deck to ace your next product launch meeting.

Template 14: Market Growth Rate

Market Growth Rate

Download Market Growth Rate PowerPoint Presentation Slides

Demonstrate the market driving factors with the help of this professionally designed market growth rate PowerPoint layout. Discuss the market analysis with the marketing team to identify trends and driving forces to forecast the sales and mitigate risks beforehand. Incorporate our pre-designed company PowerPoint layout to boost the dominance in the field. Download this corporate presentation template to communicate right and build your brand image. Just add your organization's statistics and you are ready to go.

Template 15: Business Strategy Innovation

Business Strategy Innovation

Download Business Strategy Innovation PowerPoint Presentation Slides

Introducing business ideas is no piece of cake. The repercussions of a single decision can last for a long time. Download our innovative business strategy PowerPoint complete deck to bring business innovation in an organization for a positive impact on the overall growth of the company. This PPT deck includes topics such as business model innovation framework approaches to the business model, the strategy of innovation, business model innovation segments, and many more. Download this impactful company presentation template to give an engaging presentation to your seniors and colleagues to have a competitive edge over others.

Template 16: Quarterly Business Review

Quarterly Business Review

Download Quarterly Business Review PowerPoint Presentation Slides

Use this template to talk about quarterly highlights, financial summary, key developments, balance sheet, cash flow statement, key financial ratios, and other important information of your organization. Beneficial in showcasing the company results and suggesting methodologies for improvement, this company presentation template can be of great advantage to you. No need to prepare the presentation from scratch as this PowerPoint template is well-researched and the designing aspect makes it very appealing.

Template 17: Start-Up Business Proposal

Start Up Business Proposal

Download Start-Up Business Proposal PowerPoint Presentation Slides

Startups have to toil day and night to get an opportunity to make their business ideas come to reality and we want to give our best shot. Download our professionally designed startup company presentation template to showcase the executive summary, market insights, services offered, objectives, key financial highlights and other crucial elements to convince your investors. This start-up company PowerPoint complete deck is a must for your institution as it covers all the aspects of a great business pitch. 

Template 18: Organizational Success

Organizational Success

Download Organizational Success PowerPoint Presentation Slides

Organizational success is dependent on numerous factors and each element plays a crucial role in determining the corporate triumph. Discuss the tools and techniques your company adopts to increase the efficiency by employing our professionally designed company presentation template. This enterprise success PowerPoint complete deck can be used to illustrate the steps to achieve organizational effectiveness along with the dimension. Human resource management of your firm can utilize this business PPT theme. 

Template 19: Detailed Business Plan For Company

Detailed Business Plan For Company

Download Detailed Business Plan For Company PowerPoint Presentation Slides

Have a business plan but clueless about how to prepare an attention-grabbing PowerPoint presentation? The solution is just a click away. Download our business plan PowerPoint theme and illustrate the solutions to the problems and a detailed growth plan suggested to a strong market game. Including the contents, growth strategies, financial projections, details of shareholders, this company presentation template can also be employed by start-up companies to c onvince the investors to invest in your business idea. The shareholding pattern and milestones achieved can be highlighted in an effective manner using this visually attractive business plan PPT theme.

Template 20: Investor Relations Profile

Investor Relations Profile

Download Investor Relations Profile PowerPoint Presentation Slides

Investors' relations are directly linked to the brand image. Employ this company presentation template to discuss the business canvas model, investment deals and monthly run revenue to showcase the company achievements. This investor relations PowerPoint complete deck is particularly helpful in building trust with potential clients. Download this customer relations PPT template and convince your clients to work with you.  

Template 21: Business Performance Analysis And Planning

Business Performance Analysis And Planning

Download Business Performance Analysis And Planning PowerPoint Presentation Slides

Analyze the financial situation of your business by incorporating this detailed company presentation template. This business performance analysis and planning PowerPoint template can be utilized as the quarterly results of the company as it includes topics such as financial summary, key developments, balance sheets, cash flow statements, etc. to give a clear view of the financial status of the firm. Employ this corporate performance PPT theme to ace your business.

Template 22: Financial Assets Management KPI And Dashboard

Financial Assets Management KPI And Dashboard

Incorporate this company dashboard PPT template in providing an overview of setting up KPI reports for your enterprise. Summarize your business stats and figures in an impressive report of business performance to help your organization navigate the best strategy to adopt for boosting the sales and profitability of the company. This pre-designed company presentation template can be downloaded by finance analysts to present the company results in an interesting way to the viewers. 

Template 23: Brand Resonance

Brand Resonance

Download Brand Resonance PowerPoint Presentation Slides

Brand image plays a crucial role in determining the success of the company, which can be effectively communicated by introducing this company presentation template. The concepts like the brand loyalty pyramid, measurement framework, and brand measurement can be discussed with your employees with the assistance of our brand resonance PowerPoint template.

Template 24: Business Operational Challenges

Business Operational Challenges

Download Business Operational Challenges PowerPoint Presentation Slides

The general operational challenges faced by business houses can be described using this company presentation template. Illustrate ground realities of the market scenario to employees to showcase the company strategy, objectives, changes in the competitive market scenario, sources of revenue, etc., with this business challenges PowerPoint presentation. Download this PPT theme to highlight the key performance indicators of your firm and strategize the methodology to be followed accordingly. 

Template 25: Company Marketing Analysis Report

Company Marketing Analysis Report

Download Company Marketing Analysis Report PowerPoint Presentation Slides

Marketing analysis of an enterprise is of great importance as it is related to the generation of revenue of the company. Download this company presentation template to showcase the key highlights of your business. Discuss the factors that are responsible for company sales and marketing by utilizing our content-ready PowerPoint presentation.

Template 26: Entering a New Market

Entering A New Market

Enter the market with a bang by incorporating this powerful company presentation template. Identify your target market, have thorough market research, and a good marketing strategy like market assessment, business case development, implementation roadmap, etc., can be illustrated by employing this entering a new market PowerPoint theme. Download this business PPT complete deck and impress your prospects.

Template 27: Business Model Design

Business Model Design

Download Business Model Design PowerPoint Presentation Slides

Present your business model like a pro by introducing our professionally designed company presentation template. Essential for your business meetings, this business model PowerPoint complete deck covers all the topics which give an edge over other presenters. Discuss the enterprise roadmap, agenda, objectives, and goals by downloading this visually attractive PPT layout and excel at the business conferences. 

Template 28: HR Induction

HR Induction

Download Hr Induction PowerPoint Presentation Slides

Have an impressive HR induction by downloading this very handy company presentation template. Giving a detailed overview of the company success road map, milestones achieved, corporate hierarchy, office timings, office dress code, attendance portal, leaves and holidays, rules and regulations, our company briefing hr induction ppt is a must to give the information to the new employee in an interesting and engaging manner.

Template 29: Recruiting Process PPT Template

Recruiting Process

The HR department can download this company presentation template to illustrate the recruitment process and portray the transparency of the organization. Elaborate your hiring process using this eye-catching PowerPoint complete deck to strengthen the human resource process of your institution. Showcase the recruitment agencies, hiring process, job description, recruitment funnel, the budget allocated and other such important components of the employee recruitment process by downloading this company hiring PPT theme.

Template 30: New Product Analysis

New Product Analysis

Product analysis before launching in the market is a significant step as the company's reputation is at stake. Download this visually appealing company presentation template to highlight the key features to be analyzed before introducing a new product in the market. Illustrate the different parameters that must be met for performing well by utilizing this new product evaluation PowerPoint complete deck. 

Template 31: Business Operations Cycles

Business Operations Cycles

Download Business Operation Cycles PowerPoint Presentation Slides

Business operation cycles are essential for the smooth functioning of your organization. Incorporate this company presentation template for displaying the executive summary, company mission statement, strategy to excel in business, potential sources of revenue and other chief areas. Download this awe-inspiring business management PowerPoint complete deck to illustrate the key performance indicators, financial and operational summary of your organization. The designing element used here is definitely attention-grabbing.

Template 32: Business Strategic Planning Template For Organizations

Business Strategic Planning Template For Organizations

Business Strategic Planning Template For Organizations PowerPoint Presentation Slides

Accomplish the company goals by stating your mission and vision and lay a firm ground for your organization. Employ this business strategic planning PowerPoint complete deck highlight the purpose of the business plan, the SWOT analysis, brand promotion road map, company sales & performance dashboard effectively. Download this company presentation template to give an impressive enterprise overview for the board meetings.

Template 33: Project Management Concepts And Principles

Project Management Concepts And Principles

Download Project Management Concepts And Principles PowerPoint Presentation Slides

Gain a competitive edge in your company by illustrating this company presentation template to your employees. Precisely highlight your project management principles and concepts by downloading our content ready business PPT complete deck. Brief your colleagues about project management principles and techniques for precise control and monitoring.  Download this business management PowerPoint template about the constraints or roadblocks of your organization. 

Template 34: Company Overview

Company Overview

Give an impressive company overview by employing our aesthetically appealing organization profiling PowerPoint complete deck. This visually communicating company presentation template is perfect for highlighting your enterprise’s strength in front of your investors and potential clients. You can also demonstrate the risk management report to discuss ways of mitigating risks in business.  

Template 35: Customer Acquisition Business Process

Customer Acquisition Business Process

Download Customer Acquisition Business Process PowerPoint Presentation Slides

Showcase the procedure your company adopts for gaining new clients by stating the agenda, customer acquisition management, framework and target prospects in a very compelling manner. Download this pictorial company presentation template to highlight the efforts as well as tips required to turn a prospect into a loyal customer and hence boost the sales of your organization. 

Template 36: Introduce Company Profile

Introduce Company Profile

Download Introduce Company Profile PowerPoint Presentation Slides

Introduce your enterprise for pitching investors and leave a powerful impression by employing our company presentation template. Starting with the agenda of your company you can easily strike the viewers’ attention as this pre-designed organization briefing PowerPoint complete deck covers all the essential elements of portraying the strengths of your company. You can showcase the founders and your talented workforce in an effective way by introducing this organizational introduction PPT theme. 

Template 37: Business Profile PPT Template

Business Profile

Download Business Profile PowerPoint Presentation Slides

Incorporate our multi-purpose company presentation template to highlight the business framework and the core values of your organization. The color palette used in this business PPT complete deck caters to a wide variety of topics such as milestones achieved, company roadmap, organization structure, services offered and lots more which portray the efficiency and dominance of the company in the market. 

Template 38: Business Change Principles

Business Change Principles

Download Business Change Principles PowerPoint Presentation Slides

Engage your audience with this beautifully designed company presentation template and explain the concept and principles of business change management effectively. Discover opportunities and educate your employees to learn new skills with the help of this business transformation PowerPoint complete deck. Take the help of this content ready organization change strategy PPT layout to formulate a plan and provide effective training to your workforce. Download our professionally designed business PowerPoint template to manage time and prioritize different tasks in your enterprise.

Template 39: Strategic and Operational Planning

Strategic and Operational Planning

Download S And Op PowerPoint Presentation Slides

Document and establish the right direction of your business by incorporating this company presentation template. The progress of your business is directly linked to the strategic and operational plans you adopt to manage resources, risk and return across an organization and stand ahead of your competitors. Articulate the decisions made about the organization's goals by downloading this business plan PPT complete deck.

Template 40: Marketing And Sales Strategy Business Plan

Marketing And Sales Strategy Business Plan

Download Marketing And Sales Strategy Business Plan PowerPoint Presentation Slides

A strong marketing and sales strategy can make or break a company. Highlight the significance of a powerful business plan by downloading this company presentation template. Illustrate the challenges and the solutions proposed to meet the target with the assistance of this content ready business PPT complete deck. Explain the value proposition and acknowledge your team by downloading our marketing and sales strategy PowerPoint templates.

Template 41: Company Introduction

About Our Company Introduction Profile

Download About Our Company Introduction Profile PowerPoint Presentation With Slides

Cover the important aspects of your enterprise with this aesthetically appealing company presentation template. Introduce the founding members of your company and their vision and mission to showcase the core values and principles in a convincing manner. You can also showcase future projects and workflow in your organization. Influence your prospects by illustrating customer testimonials using this pre-designed business PPT theme.

Template 42: Business Continuity Audit Program And Checklist

Business Continuity Audit Program And Checklist

Download Business Continuity Audit Program And Checklist PowerPoint Presentation Slides

Auditing is a very crucial component for your firm as it helps your business in keeping track and achieving goals. Highlight the types and procedures of your enterprise audits by downloading this company presentation template. Finance analysts can download this business continuity PowerPoint complete deck to illustrate the audit conversion system and portray the company efficiency. 

Template 43: Company Representation

Company Representation

Download Company Representation PowerPoint Presentation Slides

Introduce your organization with a bang by downloading this graphically convincing company presentation template. Amplify your business goals, objectives, ideas and core values by employing our striking business profiling PowerPoint theme. Showcase your services and upcoming projects to establish a solid foundation for your enterprise in front of your stakeholders. 

Template 44: Performance Rating

Performance Rating

Download Performance Rating PowerPoint Presentation Slides

Discuss the performance rating system of your institution by giving an overview of the employee assessment criteria by utilizing this beneficial company presentation template. Discuss the evaluative methodologies and tools to access the overall work quality of your employees by downloading this human resource management PowerPoint complete deck. Workforce assessment on various parameters can be described with this graphically appealing HR PowerPoint template.

Template 45: Project Quality Management Plan Checklist

Project Quality Management Plan Checklist

Download Project Quality Management Plan Checklist PowerPoint Presentation Slides

Ensure getting your quality assurance and quality control methods conveyed effectively by employing this quality management PowerPoint template. You can discuss the evolution of quality management in your organization and its key principles by employing this company presentation template and suggest solutions to the problems faced in the process. 

Template 46: Financial Proposal PPT Template

Financial Proposal

Download Financial Proposal PowerPoint Presentation Slides

Finance experts of your organization can make optimum use of this pre-designed company presentation template to highlight the financial plan proposed to pitch in investors. The business highlights and financial summary can be discussed with your fellow teammates by using this visually appealing company budget PowerPoint presentation.

Template 47: Elevator Pitch PPT Presentation

Elevator Pitch

Download Elevator Pitch PowerPoint Presentation Slides

Leave no stone unturned by incorporating this professionally designed company presentation template to influence your potential investors. Present this awesome company presentation to impress your audience like never before. This content ready elevator pitch PowerPoint complete deck highlights all the essential elements to give you an edge over others. 

Template 48: New Employee Briefing

New Employee Briefing

Download New Employee Briefing PowerPoint Presentation Slides

Employ this HR induction company presentation template to give a briefing to your new employees. Mention the attendance portal, leaves and holidays, office timings, dress code, rules and regulations, employee compensation and benefits and salary package with the assistance of our company presentation template.

Template 49: Feedback and Performance Management PPT Template

Feedback And Performance Management

Download Feedback And Performance Management PowerPoint Presentation Slides

Feedback is so important to ensure continuous performance improvement in your business which can be highlighted using this company presentation template. Employee assessment and different criteria on which the capabilities are judged can be displayed to make the colleagues aware of the transparent rating system of your organization. Download this employee evaluation PowerPoint complete deck and portray the work efficiency of your enterprise.

Template 50: Company Results PPT Slides

Company Results

Download Company Results PowerPoint Presentation Slides

Get the spotlight on you by incorporating this attractively designed company presentation template. Show your institutions overwhelming performance in our pre-designed and get applauded by your seniors. 

A company presentation is not just a deck of well-designed slides! They reflect the future of the company. Catering to a variety of purposes, we have curated the best company presentation templates to ease the work for you. If you’re already feeling pumped about your next corporate meeting, then definitely download these 50 Best Company Presentation Templates and double your impact!

FAQs on Company Presentation

What is a company presentation.

A company presentation is a document or a set of materials, usually in a slide deck format, that provides an overview of a company, its products or services, and its overall performance. The purpose of a company presentation is to communicate the company's key information, objectives, strengths, and achievements to different stakeholders, including investors, customers, employees, partners, and the general public.

A typical company presentation may include information on the company's history, mission statement, leadership team, organizational structure, financial performance, and competitive landscape. It may also showcase the company's products or services, including their features, benefits, and value propositions, as well as highlight the company's achievements, awards, and recognition.

How to make an effective company presentation?

To make an effective company presentation, you should keep in mind the following tips:

  • Know your audience: Before creating your presentation, it's important to know your audience and their needs. This will help you tailor your content and messaging to their interests and priorities.
  • Define your key message: Identify the core message or takeaway that you want your audience to remember after your presentation. This will help you structure your content and focus on the most important points.
  • Keep it concise: Avoid overwhelming your audience with too much information. Stick to the key message and present information in a clear, concise, and easy-to-digest manner.
  • Use visuals: Visual aids such as images, infographics, and graphs can help to break up text and make information easier to understand. They also make your presentation more engaging and memorable.
  • Tell a story: Use storytelling techniques to create a narrative that connects with your audience and conveys your message in a compelling way. Use real-world examples and anecdotes to make your content relatable and memorable.
  • Practice and rehearse: Practice your presentation several times to ensure that you are comfortable with the material and can deliver it with confidence. Rehearse in front of friends or colleagues to get feedback and improve your delivery.

Be authentic and enthusiastic: Show your passion for your company and your message. Be authentic and enthusiastic, and use your own voice to connect with your audience and build rapport.

How to describe a company in a PPT presentation?

When describing a company in a PPT presentation, it's important to keep the following points in mind:

Company overview: Start with an overview of the company, including its history, mission statement, core values, and leadership team.

  • Products or services: Describe the products or services offered by the company, including their features, benefits, and value proposition. Use visuals and examples to illustrate how the company's products or services solve problems or meet customer needs.
  • Market and competition: Provide an overview of the market in which the company operates, including size, growth, and trends. Discuss the competitive landscape and how the company differentiates itself from its competitors.
  • Financial performance: Share the company's financial performance, including revenue, profit margins, and key metrics. Use charts and graphs to help visualize the data and provide context for your audience.
  • Future plans: Discuss the company's plans for growth and expansion, including new products or services, new markets, and strategic partnerships. Highlight any achievements, milestones, or awards that the company has earned.
  • Conclusion: End the presentation with a clear and compelling call to action, such as investing in the company or purchasing its products or services.

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Jan 18, 2022

How to write a business email with 10 business email examples

Looking for business email examples? Our business email templates and samples will help you to learn how to write a business email in the right format.

Blog writer

Lawrie Jones

Table of contents

Wondering how to write a business email? Well, you've come to the right place. By the end of this blog, you'll know how to send a business email in any situation and have improved your overall business communication skills.

Our business email examples will show you how to start and end a business email, deliver your message in the business email format, and getting what you ultimately want: a response to your email.

The various business email writing samples that we cover will teach you business email sentences and other business communication tips will help you handle any situation according to email etiquette.

The various business email samples that we break down will illustrate how to introduce your business in an email, how to say sorry, how do you say thank you, and how to say no politely in a business email, as well as how to write a business email with attachments.

Ready to start?

Last but not the least, we will introduce you to Flowrite 's business email templates that will help you to supercharge your business emails and messages, like this:

What is a business email?

Business email is an essential communication tool with employees and external organizations, including customers, subscribers, and stakeholders.

As well as sharing information and updates, business emails can be used to market products, manage complaints, support customers, and engage suppliers. Put simply, a business email is the lifeblood of any modern company.

Business emails are typically short, polite, and written with a clear purpose. However, business emails don't need to be boring. If written correctly, an effective business email can inform, engage, and inspire any reader.

How to write a business email

Wiring a great business email involves a little process and a little psychology. First, you'll need to understand how to format a business email, including a great subject line, appropriate greeting, body copy, and ending. But more than that, you need to go beyond providing information and delivering a little inspiration, too.

Every email is an interruption, say  researchers . You're asking someone to read your email, so it must have value. Your email must have a purpose and state it clearly and quickly. Don't waste time or words getting to your point, be clear with why you're messaging and what you want, says Jeff Su in the  Harvard Business Review .

We all receive hundreds of emails a day, so you must work hard to avoid what  academics describe as  "standardized, vague, and impersonal realizations of interpersonal moves". Our translation: personalize your emails and keep them interesting, or risk losing readers' attention. 

Business email format

The basics of how to write a business email format should be familiar to anyone online. The typical formal business email format has five core parts, including:

  • Subject Line
  • Formal greeting
  • Closing phrase

Understanding the business email writing format enables you to sketch out, structure quickly, and write a business email from scratch in minutes. 

We've covered the core parts of professional email greetings and endings in other posts, so we'll be brief here. Instead, we're going to delve into more detail in the content, including providing 10 examples of business emails that command attention and demand action. 

Business email greetings

There's no magic in how to start a business email; you use a formal email greeting and an appropriate email opening sentence . The core of your message depends on who you're contacting, what you want, and why, but the basics of how to start a good business email are pretty standard.

Many people want to know how to start a business email conversation with someone they have never met. If you know the person's name, it's polite to start with:

  • Dear (person's name)

Use their full name, and avoid a title (such as Mr or Mrs), as these are outdated and could cause offense.

Suppose you're finding it difficult to decide how to address someone in a business email. In that case, we suggest being formal rather than being informal. So while you're OK to use any opening you choose in a personal email, if you're wondering if you can use 'Hi' in business letters or emails, we would advise against it. 

Unless you know the person, overly informal greetings such as 'Hey could come across as informal and unprofessional, which could kick off your relationship on the wrong note.

How to start a business email

The opening sentence should explain who you are, where you're from, and what you want. Of course, it can be a challenge to fit all this in, but here's an example of how to start a business email.

The decision on how you start a business email depends entirely on what you're trying to say. Still, the approach above is a tried and tested classic.

For more examples on how to start an email , check out our business email examples in this article.

How to end a business email

As we've explained, every business email should have a point and a purpose, so be clear about what you want from the reader. So let's use the example above to illustrate how this can work in a formal context.

If there's already an existing relationship between the two participants, then it's okay to be a less formal. So here's how this can work.

As you can see this example maintains professionalism without being too stiff. For example choosing the right email closing line can make a significant difference in the tone of the email .

How to finish a business email

The formal way to end a business email is by using one of two options. Here's what they are and when you'd use them.

  • Yours sincerely – this is a formal sign-off if you are addressing the email to a person and you know their name
  • Yours faithfully – a formal business email sign-off if you don't know the name of the person you're emailing

There are other, less formal but increasingly popular, business email closings include:

  • Kind regards
  • Best regards
  • I look forward to hearing from

When deciding how to sign off a business email, think about how well you know the reader and how formal you want to be. If you've emailed someone before and have a relationship, feel free to be a little less formal. On the other hand, stick to the tried and tested email sign-offs if this is the first message you're sending.

Business email writing samples

Here are some common phrases that can help you write better business emails and some advice on using them.

Learn how to:

  • Introduce yourself in an email
  • Say thank you
  • Politely say no
  • Say you're busy
  • Describe the attachments you're including

How to introduce your business in an email

When introducing yourself in an email , include your name, job title, and company. Don't' try to be smart or funny; stick with the basic information that any reader might want to know. 

  • My name is Lawrence Jones, and I'm the marketing director at (insert company name)

How to say sorry in a business email

Saying sorry in a business email can be challenging, but it's best done quickly and cleanly, like tearing off a band-aid. So don't beat around the bush or muddle the message; just say sorry.

  • I would like to apologize for your recent experiences with our company.

How do you say thank you in a business email

When saying thank you in an email, keep things short but be specific. Don't just say thanks; explain what you're thanking the person for and the impact that they have had. If you're saying thanks for something they've done, 

  • I'd like to thank you for your amazing work on the recent project. Your work has helped us to save significant amounts of time and money.

How to say no politely in a business email

Learning how to say no politely is a core business communication skill that can be a challenge. We're conditioned not to want to disappoint people, but remember this isn't about you personally, but about business. A polite but firm no can improve the way you are perceived. It's tempting to apologize or qualify your response but don't. Stick to the facts and don't lose focus.

  • I'm sorry to say that we won't be able to accommodate your request at this time.

How to say I am busy in email

Work can be stressful enough without having to explain why you're busy. Don't apologize, but be clear that you don't have time. Instead, manage expectations and finish positively by explaining when you can help.

  • I'm not currently able to support you with this project as I'm engaged in other work. However, I'll have some capacity to work with you next week.

How to write a business email with attachments

Let your reader know that there's an attachment, what it contains, and why it's essential. For example, if the file is large or in a specific format that may require them to access an application, let them know.

  • Please find attached a copy of the report you have requested. The PDF file is 10MB, so be aware of this before sharing. You may require viewing software to make comments on it.

10 business email writing examples

The best way to explain the concepts we're describing is to put them into practice. Here are 10 examples of effective business emails. We've tackled most of the main reasons you'll need to message someone in these business correspondence email templates. Use these templates for information, but make sure to edit and adapt them to your specific circumstances.          

1. How to write an email to a company

If you're finding it challenging to write a business email to a company you've never worked with before, don't worry – it's one of the most demanding emails to write. It's tempting to include too much, but you're at the top of the funnel, so focus on the basics and keep things brief.  In our first business sample, we describe how to write a mail to a company totally cold.                                 

2. Business email reply sample

In this example, we look at how to respond to a business proposal email that a company has sent you. Before writing, consider what you want to do with the information they have supplied. Be clear if you're interested or not interested. This will save time (and avoid unwanted future emails).

3. Sample email to client for new business

Sending a cold email to a potential customer completely cold can create new connections and generate new business. There are no set rules on how to write a business email to a potential client, but you must show that you have researched what they do and understand who they are. Before using this sample email to customers for business, do some research and edit it.

4. Business cooperation email sample

A business collaboration is a partnership that benefits you both, so approach any email positively and with purpose. In this example of how to write a business partnership request email, we focus on the benefits of collaboration. This business collaboration email sample is also suitable for those wondering how to write an email to a potential business partner.

5. How to send a business proposal email

A business proposal is more than a request for a partnership but a formal document detailing the terms and conditions of your relationship. When deciding how to start a business proposal email, understand that multiple people will see this email, so be formal. 

6. How to write a business introduction email

Having the skills to introduce your business to another can help you win clients, form partnerships, and secure profitable projects. Leave the selling for later, and start with a meeting. This example of how to write a business meeting request email can be amended, covering how to write a business invitation email.

7. How to write a business inquiry email

A business inquiry is a formal, unsolicited message requesting information. Again, strip it back, be clear and focus on what you want. The recipient should know exactly what you're asking for, why, and when they need to respond. See our example of how to write a business inquiry email here.

8. How to write a business email asking for something

It depends on what you want, but a business inquiry email asking for something should include what you want when you want it and why. Here's an example of how to write a business email asking for something.    

9. How to write a cold email for business

If you're wondering, when is it OK to email strangers about your business? The answer is anytime––as long as what you're contacting them about is relevant. In any cold email , focus on the value you can offer, not what you want. You can see how that works in this example of how to write a cold email for business.

10. How to write a business follow up email

A prompt and polite email after a business meeting is a professional courtesy that you can't forget to complete. In this example of how to write a follow-up email to a client after a business meeting, we keep the details to a minimum and focus on arranging a follow-up .

Business email templates by Flowrite

Flowrite is an AI writing tool that turns your instructions into ready-to-send emails and messages in seconds, like this:

It takes care of the email structure, capitalization, grammar, spelling, punctuation – you name it. Essentially you can focus on your thoughts and ideas, and Flowrite will give them wings. We dare to say that it's the fastest way to start writing better emails.

Our AI template collection features dozens of business email templates that will help you with all the aspects covered in this blog post.

How to improve your business email writing skills

We hope that this guide has helped you to understand how to write business emails.

If you found it helpful, we suggest that you bookmark it so that you can revisit our business email examples and pick up the best business email formats, sentences and templates and find how to start and end a business email the correct way.

If you want further improve your business email writing skills giving Flowrite a try can be one of the most efficient ways to do it. In addition to being more productive by turning instructions into ready-to-send emails with the help of our business email templates you can actually learn from our AI writing assistant.

Like one of our early users Camille put it: "I'm now even drawing inspiration from the emails generated, for my own communication style. Seems that I'm learning as much from Flowrite style than the tool is learning from me."

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Home Blog Presentation Ideas How To Make a Company Profile Presentation with Examples and Templates

How To Make a Company Profile Presentation with Examples and Templates

How To Make a Company Profile Presentation with Examples and Templates

Imagine a presenter who can resonate with their target audience so effectively that they inspire the required trust and confidence to get new relationships started. That’s the primary goal of a successful company profile presentation. 

As Nancy Duarte has said in her book Resonate , “Presenting ideas can either evoke puzzled stares or frenzied enthusiasm, which is determined by how well the message is delivered and how well it resonates with the audience.” Precisely because we know how vital this is to any business, we’re revising how to write a productive company profile in this article. 

We’ve included company profile examples in this article to learn from others on how to best present your company. In this article, we’re strictly referring to company profile presentations.

What is a company profile?

As we’ve described before in our company profile templates category, a company profile is a resource organizations can use for creating presentations that describe the essential aspects of a company.

Company profile uses

A company profile is meant to assist in presenting a company to an audience. With that understanding, it can help with topics ranging from sales to internal company presentations, for example: 

Introducing the company to its new employees

If we understand this resource as a polished portfolio or dossier, it’s easier to conceive how it can back up almost any pitch for diverse collaborations. The tool is suitable for showing a company’s philosophy, intentions, and plans to an audience. 

Acquiring new investors

Promote your brand with it, or use the resource to persuade investors during fundraising for your company. You can also rely on it to present your company to prospects by crafting a professional company presentation.

Marketing presentations

Another aspect to consider is that company profiles are great for media presentations, back up any sponsorship opportunities, and get new collaborators to pitch in with our global company vision and plans.

How to create a company profile presentation: step-by-step instructions

Putting a company profile presentation together helps to focus on each slide at a time. Focus on the meaningful content of your company profile and use slides to complement your message. 

Here is a run-down of each slide, one by one, to help put your company profile together. 

Step 1 – Company Profile Cover Page

Your first slide can include your company logo , a title that typically reads “Company Profile”, and a sub-title. A quick one-liner description can be entered here or a meaningful short text with a motto or phrase.

Tips for presenting a company profile presentation

Step 2 – Mission & Vision

In general, you’re seeking to include the vision and mission slides in these first part of a company presentation. The classic piece of advice here is to state a company’s mission to give out what you’re looking to achieve. If you have doubts on what to include in a mission and vision slide, learn here how to prepare a successful vision statement .

Very much tied to the above, start by seeking a compelling introductory section for a company presentation. 

Defining a Company's Vision and Mission in Company Profile presentation

Step 3 – What we do

Next, introduce your services or products in a medium-sized slide text. Nancy Duarte again guides us with valuable wisdom on this aspect as she recalls how “communicating only the detailed specifications or functional overviews of a product isn’t enough.” Look for an emotional rapport in your product introduction as much as possible. Ideally, you’ll address consumers’ or your audience’s pain points in a way that compels them to hear more. 

On this last note about your audience, go deeply into their ways of thought, desires, interests, and needs to determine the problems and challenges they’re facing. Clearly defining what your proposed solution of value will be throughout your company pitch is a great way to present your company profile. 

Far from overdoing it, focus on your main business areas to present your top three to six. Use images or icons for visual support. Include a supporting text on a service description, and the benefits of these for your target audience. 

What we do Slide for company profile presentation

Step 4 – About the Company

And enter your company description in the next slide. This is usually presented with the header “About Us.” If your growth is at the point where it makes an impact once the story is told, include it. The same applies to any awards or key certifications you may have in your name. If you’ve made it to the news or media in great light, or if there’s any vital history that can be an impressive point for your company’s reputation, it may be worth adding those here. 

An About Page for a Company Profile presentation

If you don’t want to start from scratch, you can use the About Us slide templates for PowerPoint.

In a nutshell, use all of your relevant bragging rights as you see fit. Stress any significant milestones your company could have achieved by the time you present. And narrow down your niche and any location-specific expertise you may have working to your advantage. 

Step 5 – Present the Team

Follow with your team slide through a Meet the Team slide design. Show a few images of your leading talent. As usual with a team slide, consider the most common recommendations on who to highlight and what to include. You’re looking for the most reputable milestones of your team members’ careers as a highlight of their background to make a shining difference. If a particular person or group makes a stellar difference by being an experienced part of your team, include the following slide with just those party’s credentials and best references. 

Showcasing the team in Company Profile presentation

Step 6 – Company major milestones

Then move to portray the company’s significant milestones in a timeline visually . The idea is to make your roadmap visually clear. For that, title each part of the process, give it a brief description, and extend timeline indications onto a separate slide, if you prefer. 

Timeline illustration of a company's milestones

Step 7 – Relevant Data

If you need to add PowerPoint chart templates , the next few slides would be a proper section to include these. Give descriptions of the data you’re presenting. Include a mix between pie charts, line and bar graphs, and other formats as you move along. 

Company Profile Presentation Data Charts Slide

Our Company profile PowerPoint template , for example, includes a world map that allows users to pinpoint company locations around the globe. The idea is to make the company’s global reach a lot more visible. 

All of the above coincides with a total of 15 slides we put together as part of this company PowerPoint-friendly material. Edit its background, move data around, and customize it as you see fit.

From here on, we suggest adding positive reviews via client testimonials. You can even add a client portfolio if you already have a great, solid base. Any good words about you from relevant parties will reinforce your credibility as the final touch and your conclusion slide.

Why use company profile templates?

Using PowerPoint presentation templates for company profiles is the first step toward a professional job. The primary justification for this choice is how much easier it is to edit, add, remove, or re-write a slide compared to other formats. Depending on how often you’ll need to customize this resource to pitch an audience, making quick changes can be easy and convenient.

Also, consider how quickly a company is going to face alterations in terms of products, finances, milestones, and diverse goals. Adding or removing a slide is very easy!

While we’re touching upon edits, keep your texts short and relevant descriptions. Avoid long blocks of content or jam-packed illustrations, even using graphs, tables, or others. As with any slide for any purpose, keep your presentation as lean as possible. 

Alternatively, you can access our free company profile template to create an excellent company presentation.

Recommendations on company profiles

Speaking of purpose, define what the company profile is set out to achieve. An investment plan or trade portfolio can be a part of why a company profile is needed. Align objectives in this sense with the overall content. 

If it isn’t evident, add the company logo to the company profile presentation. If you’re using pictures, make sure they’re of the highest quality, as this speaks professionalism. Some logo maker tools offer preset presentation sizes which makes the process easier.

As for contact details, seek to include email, phone, corporate address, and even a website mention. Adding these details is a way to let potential clients quickly learn more about your company. Social media accounts are also a must in terms of outreach and potential customers checking the company’s trajectory. To make it convenient and for a streamlined access to your contact information, add a digital business card with relevant contact details including website link and social media handles.

Company profiles might not be the best place to include financial reports or any corporate problems you’re dealing. On the contrary, they’re intended to draw people to your business and make them fall in love with a brand, its mission, and its vision. 

That’s why it’s so important to seek to appeal to your audience’s emotions. How you can call upon an emotional connection with what you’re presenting is a great guiding principle as you build your next company profile presentation material, script, setting, and performance. Every aspect counts! Control what happens rather than leaving it to chance. 

Examples of successful company profiles

Study cases for eco-friendly companies.

From a two-page company profile for a food waste management solution company to an 88-page document of the exact nature of one of Australia’s Equity Trustee companies, we’re detailing various company profile examples for a clearer idea of what these can include. 

MAEKO made a clear statement in just a couple of slides, clearly defining its mission & vision, its niche, the offered solution for a world-class problem, and displaying its products’ end purpose.

The annual report from Equity Holdings Ltd. instead presents data in a consolidated way that both shareholders and potential business partners can quickly appreciate. Though lengthy, the main goal behind this approach is to provide complete insights into each aspect of the trust’s management, profits & losses.

We hope this has helped, and, of course, let us know if you’d like to see more or different. We’re here to help you excel every step of the way. Also, check out our step-by-step guide on how to make a PowerPoint Presentation .

1. Company Profile PowerPoint Template - The Basic Structure

Cover Image for Company Profile Presentation

For business executives, sales teams, and entrepreneurs, the Company Profile PowerPoint Template proves to be a powerful tool for kicking off a quick and impactful presentation. As described in the article, it contains the basic structure for a powerful Company introduction covered in 15 slides.

Blue & light gray themed, it’s fully compatible with all versions of PowerPoint, Keynote, and also Google Slides. Pie chart graphs, linear graphs, and bar graphs slides included to create detailed data reports.

Use This Template

2. Company Profile PowerPoint Template with SWOT Analysis & Pricing

cover for company profile template in teal tone

This template will give you the tools for a fully-detailed company introduction. Listing slides to showcase scenarios such as “problem vs solution”, SWOT analysis, global market solutions, pricing lists, and way more, it’s a compendium of 20 slides intended for business success.

In a dashing white and teal color combination, with gray accents, this template is the perfect asset to present data in a visually appealing way. Fully compatible with all versions of PowerPoint, Keynote, and Google Slides.

3. Professional Company Profile PowerPoint Template

cover photo for company profile template

Present your company in a stellar fashion thanks to this Company Profile template. With subtle gradients and a clean layout, this template’s design moves far from the classy-styled presentation into a carefully crafted design with vivid tones. Dark purple, red, and orange tones make up this template in striking combinations to gather the public’s interest.

100% compatible with all PowerPoint versions, Apple Keynote, and Google Slides.

4. Executive Styled Company Profile Template

cover photo for executive profile template

Make a memorable introduction for your company with the help of this Company Profile template for PowerPoint. This template can boost your pitch in a steel gray tone with terracotta and teal accents. Featuring slides for organigrams, goals and milestones, core values, timelines, and more, 22 slides are ready to edit and rearrange as fits your company the best.

Compatible with all PowerPoint versions, Apple Keynote, and Google Slides.

5. Flyer One-Pager Company Profile Template

cover for flyer one pager company profile template

Easy to distribute, even easier to create. A vividly toned one-pager company profile template is a practical solution for conferences, meetups, and any kind of large business exhibition. Quickly deliver the vital data that makes your company a profitable place to invest. Get hold of potential new clients, or just attract potential employees with the help of this flyer format of a company profile.

Fully editable in all versions of PowerPoint, Apple Keynote, and Google Slides

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company presentation email template

Email Marketing Presentation - Page 1

Email Marketing Presentation

Design a visually captivating presentation today using our email marketing business presentation template to get started.

  • Design Style : feminine
  • Colors : vibrant
  • Plan : premium

Email marketing is a great way to drive customers into your business but how you present your marketing plan is also important. With this Email Marketing Business Presentation you can develop an email marketing strategy that your employees or clients can get on board with. The Email Marketing Business Presentation template can be completely customized and each slide can be edited to include statistic tables, graphs, icons, images, and text. You also have the capability to change the font style and upload your own photos. Additionally, you can change the color scheme to match your business or company brand. Edit the Email Marketing Business Presentation template so you can have a custom-tailored presentation for your company!

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Implementation Plan Project Proposal

Download the Implementation Plan Project Proposal presentation for PowerPoint or Google Slides. A well-crafted proposal can be the key factor in determining the success of your project. It's an opportunity to showcase your ideas, objectives, and plans in a clear and concise manner, and to convince others to invest their...

Design Inspiration Business Plan presentation template

Design Inspiration Business Plan

Download the Design Inspiration Business Plan presentation for PowerPoint or Google Slides. Conveying your business plan accurately and effectively is the cornerstone of any successful venture. This template allows you to pinpoint essential elements of your operation while your audience will appreciate the clear and concise presentation, eliminating any potential...

Macari Company Profile presentation template

Macari Company Profile

Making your business known in all areas is not easy, but not impossible either. Clear, concise, direct and minimalist: this is the aesthetics of this presentation with which you can create your company profile department by department, down to the smallest detail. With only three colors (white, black and red)...

Portuguese Language Teacher Resume presentation template

Portuguese Language Teacher Resume

Download the Portuguese Language Teacher Resume presentation for PowerPoint or Google Slides. When a potential client or employer flips through the pages of your portfolio, they're not just looking at your work; they're trying to get a sense of who you are as a person. That's why it's crucial to...

Co-operative Company Business Plan presentation template

Co-operative Company Business Plan

Having a good business plan can open many doors. At Slidesgo we know that, and that’s why we have created this co-operative company business plan, to help you structure your information. Start with an overview of market trends and competitors. Then edit the graphs to talk about your potential clients...

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Example prompts to try with Microsoft Copilot with Graph-grounded chat

Experience the power of Get started with Microsoft Copilot with Graph-grounded chat  (formerly named Microsoft 365 Chat). See how much time you can save and how much more you can get done. Use Microsoft Copilot to catch up, create content, and ask questions. This article provides several example prompts you can try.

Tip:  When you’re giving Copilot instructions, you can direct it to specific work content by using the forward slash key (“/”), then typing the name of a file, person, or meeting.  If you write a prompt and don’t reference a specific file, person, or meeting, Copilot will determine the best source of data for its response, including all your work content.

Synthesize large amounts of data into simple, consumable responses and catch up on things quickly. Here are some examples:

You've been on vacation now you're back. You need to find out what's going on with Project X. Find the latest about Project X. What's the current timeline? When are deliverables due?

You've just joined a new team and you're trying to ramp up on recent activities. Summarize team communications over the last 30 days. What are the team's priorities? 

There's been a recent change in how your team is tracking work. Find information about the new way our team is tracking work. Include email communications and points of contact for questions.

Create content

Brainstorm ideas and draft new content based on information at work. Here are some examples:

You want to draft a one-page description of a new project (let's call it Project Foo) that's just about to kick off at work. Using information in file1, file2, and file3, write a one-page description of Project Foo. Write it so non-technical people can understand what the project is about and when it's scheduled to be completed.

You're preparing an email to invite customers to attend an upcoming conference and visit your company's booth. Using information in Document Z, write a fun, catchy email inviting our customers to come see us at our booth during next month's conference.

You want to plan a morale event for your team. List 3-5 ideas for group activities in the Seattle area that would be suitable for my team. Include approximate cost and time estimates. 

Ask questions

Find information and get answers quickly, even if you can't remember where the information you need is or how it was shared. Here are some examples:

You need to know what's left in the budget for supplies. How much did we spend on supplies for Project Foo?  How much budget do we have left for Project Foo?

Your team received customer feedback. You want to identify the top things your team should address. Review the feedback we received from customers via email last week. What are the top three issues we should address?

Overview of Microsoft Copilot with Graph-grounded chat

Use Copilot at Microsoft365.com

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