After a payroll sales call, the speed, consistency, and clarity of your follow-up determines whether an employer moves forward, or stalls out. Creating fully custom emails after every call is time-consuming and leads to inconsistent messaging across your sales team.

These templates ensure your reps:

Each template below includes:

Subject: Next Step: Let’s Schedule Your Payroll Implementation

Hi {{First Name}},

Great speaking with you today! I’m excited that you're ready to move forward with payroll. As discussed, here’s a quick recap of the value you’ll gain by switching:

Value Summary (insert 1–3 bullets):

Here are the resources we reviewed:

Next Step: Let’s get your implementation call on the calendar so you can run your first payroll.

Are you available {{Propose two specific times}}?

Looking forward to helping you get started!

Best,

{{Rep Name}}

Subject: Quick Follow-Up + Next Step on Payroll

Hi {{First Name}},

Thanks again for taking the time today. I’m glad to hear payroll seems like a strong fit, and I completely understand wanting a bit of time to think through the decision.

Here’s a quick recap of what moving to our payroll solution will help you accomplish:

Value Summary:

Resources for you and your team:

Once you’ve had some time to review, I’d love to reconnect and answer any questions.

Are you available {{Propose two specific times}} for a quick check-in?

Talk soon,

{{Rep Name}}

Subject: Materials for Your Internal Discussion + Next Step

Hi {{First Name}},

Thanks for a great conversation today. Since you’ll be reviewing this with your team, here’s a summary of the key value points we discussed:

Value Summary:

Helpful materials for your internal conversation:

I’d love to answer questions from your team once they’ve had a chance to review.

Are you and your stakeholders available {{Propose two specific times}} for a short follow-up?

Thanks again,

{{Rep Name}}

Subject: Following Up on Your Technical Questions + Next Step

Hi {{First Name}},

Thank you for today’s discussion. I’m gathering the details on the technical questions you raised, specifically:

While I confirm those answers, here is a quick summary of the value our payroll solution will bring to your team:

Value Summary:

Resources in the meantime:

I’ll follow up with the answers shortly. In the meantime, can we schedule a quick call to walk through any remaining questions?

Does {{Propose two specific times}} work for you?

Best,

{{Rep Name}}

Subject: Next Steps for When You're Ready Later This Year

Hi {{First Name}},

Great talking today, and I’m glad to hear payroll is on your roadmap later this year. Here’s a quick recap of the value you’ll gain once you’re ready to make the switch:

Value Summary:

Resources to keep on hand:

To make sure you’re set up for success when you’re ready, let’s put a brief check-in on the calendar.

Are you available {{Propose two specific times}} to reconnect?

Talk soon,

{{Rep Name}}

These templates are designed to standardize your post-call process while leaving space for personalized value messaging. Consistent follow-up is one of the strongest levers in payroll GTM success, these templates ensure your team moves quickly and clearly after every conversation.