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Meeting request with an agenda

Asks for a short call and says exactly what you'd cover and what they'd walk away with.

Meeting request

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Subject lines

  • 20 minutes on the {{company}} cloud bill(used in the template)
  • 20 minutes on your cloud bill
  • An agenda for a short call

Follow-ups reply in the same thread, so they’re sent as “Re:” the first subject.

The sequence: 2 emails

  1. Email 1 · day 1

    20 minutes on the {{company}} cloud bill

    Hi {{first_name}}, We help engineering teams cut cloud spend without slowing anything down. I'd like to suggest a 20-minute call: 1. You share the three biggest line items on your bill. 2. I tell you which of them usually have room to shrink, and why. 3. You leave with two or three things to check yourselves. Would some time next week work? {{sender_first_name}}

  2. Email 2 · day 5 (4 days after the previous one, if there’s no reply)

    Re: 20 minutes on the {{company}} cloud bill

    Hi {{first_name}}, If a call is hard to fit in, you could send me the top line items by email instead, and I'll reply with the same notes in writing. {{sender_first_name}}

{{first_name}} and similar are filled from each lead; after a “|” is the text used when the field is empty. Written for a cloud cost consultancy writing to engineering leaders.

When to use it

When you're confident there's a fit and want to move straight to a conversation.

Why it works

  • An agenda turns 'a call' from an unknown cost into a defined one.
  • Promising something useful from the call itself makes it worth taking even if they don't buy.
  • A fixed, short length makes the ask small.

How to adapt it

  • Replace the three agenda items with what you'd actually cover.
  • Make the take-away real and deliver it on the call.

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