Cold email template Relationships

A customer expansion email to a second team or site

Use it when a customer is happy in one team or location, and another team or location has the same problem.

The three emails

Written to Sarah Nguyen, Director of Operations at Cascade Foods in Seattle, WA. Every name and company here is made up. Text in [brackets] is what you change for each person.

First emailDay 0

Subject: what the Columbus plants changed this year

Hi Sarah,

[We have run inbound freight for Cascade's two Columbus plants since March, and Dana Whitfield's team cut their supplier list from nine carriers to four.]

Cascade's press release says the Tacoma plant opens in June. We do not run the West Coast ourselves, but we work with a carrier there we trust and can make the introduction.

Who is planning inbound freight for Tacoma?

Jordan EllisNorthwind Logistics

Follow-up 1Day 3, if no reply

Subject: Re: what the Columbus plants changed this year

Hi Sarah,

Happy to share the [one-page summary of how the Columbus setup works] so your team can judge whether it fits Tacoma.

Jordan

Follow-up 2Day 7, if no reply

Subject: Re: what the Columbus plants changed this year

Hi Sarah,

I will leave it with you. If Tacoma is already covered, great, and if not, Dana knows how to reach me.

Jordan

Want the whole sequence?

Why it works

  • Proof from inside her own company is the strongest proof there is.
  • It is honest about what you do not do, which builds trust.
  • Asking who owns the decision is an easy reply for a busy director.
  • Naming the internal champion gives her a way to check you out.

The personal line to swap

The result line. State one real result the existing team got, with numbers they would agree with. Ask your champion first if you plan to name them.

Specific, true, checkable

  • Since April, the Columbus plants have not had a single missed inbound load.
  • Dana's team now books every inbound truck from one dashboard instead of nine inboxes.

Could be sent to anyone

  • Your company is already a valued customer, so you should expand with us.

How Reach Crew's Writer personalises it

Writer opens with public news about the company, like a new plant, which is often the reason to write. Reach Crew leaves out people you already talk to, so check the draft and add the internal results yourself before you approve.

Draft from WriterSarah Nguyen, Director of Operations

Opening from their public work. Source shown beside the draft.

ToSNSarah NguyenCC / BCC
what the Columbus plants changed this year

Hi Sarah,

We have run inbound freight for Cascade's two Columbus plants since March, and Dana Whitfield's team cut their supplier list from nine carriers to four.

Cascade's press release says the Tacoma plant opens in June. We do not run the West Coast ourselves, but we work with a carrier there we trust and can make the introduction.

Who is planning inbound freight for Tacoma?

Jordan Ellis

ApproveSkipEdit
Drawn example of a draft waiting for approval. The highlighted line is the personal one. Nothing sends until you approve it, one by one or all at once, and it goes from your own mailbox at 9:30 am on a weekday, their time.

Glossary:Buying committeeDecision makerIntent signal

Updated November 10, 2026. All cold email templates