Let’s be honest: writing the same sales emails over and over is a mind-numbing waste of time. If you’re in B2B sales, you know the pain—customize a greeting here, swap out a company name there, try not to sound like a robot, hope you didn’t forget to swap out the last prospect’s name. Not exactly thrilling stuff.
That’s where Funnelflare templates can make your life a lot easier. This guide is for B2B sales teams who want to actually use automation to save time—without turning their outreach into spam. We’ll cover how Funnelflare templates work, how to set them up, what to avoid, and how to keep your sales emails from sounding like they came out of a toaster.
Why bother with templates in the first place?
Before we get into the nitty-gritty, let’s be clear: templates aren’t magic. They won’t turn bad messaging into good, and they definitely won’t save a broken sales process. What they will do:
- Save you from rewriting the same email a hundred times
- Help you avoid embarrassing mistakes (like copying the wrong name)
- Let you test and improve what actually gets replies
But—templates only help if you use them the right way. Lazy templates = ignored emails.
Step 1: Get your basics sorted in Funnelflare
If you’re brand new, make sure you’re set up in Funnelflare:
- Log in and connect your email account. (You’ll need this for sending, obviously.)
- Make sure your contact lists are imported and tagged. Segmenting by industry, deal stage, etc. will pay off later.
- If you plan to use merge fields (like “First Name” or “Company”), double-check your data is clean. Garbage in, garbage out.
Pro tip: Spend 10 minutes now cleaning up your contact info. It’ll save you hours of cringe later.
Step 2: Find or create your first template
Funnelflare comes with some built-in templates. Most of them are okay, but don’t expect miracles—these are starting points, not ready-to-send messages. Here’s how to get going:
- Go to “Templates” in the left menu.
- Browse built-in options. If one looks close to what you need, clone it.
- Or, click “New Template” to start from scratch. Give it a clear name (not “template 2”).
- Write your message. Use merge fields for things like first name, company, or custom fields.
What works:
- Short, direct emails (think 4-6 sentences max)
- A clear call to action (“Are you the right person for this?” works surprisingly well)
- Personalization that actually matters (don’t just drop their company name in the subject and call it a day)
What to ignore:
- Overly formal language (“Dear Sir or Madam” isn’t fooling anyone)
- Templates that sound like everyone else in your industry
Step 3: Personalize, but don’t overthink it
You’ve probably heard “personalization at scale” a hundred times. Here’s what actually matters:
- Use merge fields for basics: first name, company name, maybe a recent event.
- Add one sentence that shows you did 30 seconds of homework. (“Saw your team just launched X—nice work.”)
- Skip forced flattery and weird LinkedIn stalker comments.
How to do this in Funnelflare:
- In your template, click the “Insert Merge Field” button. Add fields like
{{FirstName}},{{Company}}, etc. - If you’re sending sequences, you can set fallback text (e.g., “there” if the first name is missing).
- You can edit each email before it goes out—use this for 1-2 lines of real personalization.
Pro tip: Create a “Personalization Placeholder” in your template (e.g., [INSERT CUSTOM LINE HERE]) so you don’t forget to add something real when you send.
Step 4: Build a simple sequence
If you only send one follow-up, you’re leaving money on the table. Funnelflare lets you create multi-step sequences. Here’s how to make a sequence that doesn’t annoy people:
- Create a new sequence. Name it something clear (“3-step CTO Outreach”).
- Add your first template. This is your opener—keep it short and relevant.
- Schedule the next step. Wait 2-4 days, then send a short follow-up (“Just checking if you saw my last note…”).
- Add a breakup email. After another few days, send a final message giving them an easy out (“If this isn’t relevant, just let me know. No hard feelings.”)
What works: - Three to four steps max. More than that, and you’re just pestering people. - Changing up your messaging slightly each time. - Ending with a polite exit option.
What doesn’t: - Sending the same email three times in a row (“Bumping this to the top…”) - Gimmicky subject lines (“Did you get abducted by aliens?”—please, don’t.)
Step 5: Test, tweak, and don’t be precious
Even the best template gets stale. Here’s how to keep things fresh and effective:
- A/B test subject lines and calls to action. Funnelflare lets you run simple tests. Use it.
- Check your open and reply rates. If something tanks, don’t be sentimental—change it.
- Ask your team for feedback. Odds are, someone else has a better line or noticed a mistake.
- Update your templates every month or two. What worked last quarter might be getting ignored now.
Pro tip: Don’t get too hung up on perfection. Good and sent beats perfect and sitting in drafts.
Step 6: Avoid rookie mistakes
Here’s what trips up most people new to sales automation:
- Not testing your merge fields. There’s nothing worse than “Hi {{FirstName}},” going out to your whole list.
- Sounding like a bot. If you wouldn’t say it out loud, don’t send it.
- Blasting everyone with the same pitch. Segment your lists, or risk tanking your domain reputation.
- Ignoring replies. Templates are only the start—you still have to follow up like a human.
What to automate, what to do yourself
Templates are great for:
- Intro/outreach emails
- Meeting reminders
- Follow-ups after no response
- Basic check-ins
But some things still need a human touch:
- Detailed proposals
- Pricing conversations
- Handling objections or complex questions
If a template gets you to the point of a real conversation, let the template stop there. Don’t try to automate your way to closing deals—people can tell.
Keep it simple, iterate, and don’t overthink
The goal isn’t to build a “perfect” set of templates. It’s to stop reinventing the wheel every time you hit “compose.” Start with something basic, personalize a little, and see what actually works. Track your results, tweak what’s broken, and don’t be afraid to scrap a template that’s fallen flat.
Funnelflare’s templates can save you a ton of time and help you focus on the conversations that matter. Just remember: it’s a tool, not a shortcut to good sales. Use it to do the grunt work, so you can do the real work.
Now, go clean up your templates—and maybe your prospect list while you’re at it.