How to Write an End of Quarter Sales Email

You’re nearing the end of the quarter and you are short of your goal for this period. You want to make the most of your time in your process, not just because there’s a looming deadline for your sales team, but because you’ve been working hard and have already come so far. We know exactly how you feel, so we’re sharing some of our favorite tips on how to write end of quarter sales email so you can meet or exceed your sales quota.

How to Write End of Quarter Sales Email

The anatomy of the perfect end of quarter sales email includes a personalized, helpful and value-driven body, a call-to-action, and a compelling, attention-grabbing subject.

Subject Field

The subject line must hook the reader in. You have only 3 seconds to grab their attention, so keep your subject short and sweet. Do not use spammy words like “specials” or “sale”.

Your subject line should be personalized and relevant to your recipient.

Here are five great ways to write a subject line for sales emails.

• A question about the prospect’s goal
• Refer to a mutual connection
• Did you find what you were looking for?
• A benefit for their company
• A topic that the prospect cares about

Opening Line

The point of your sales emails is not to introduce yourself or talk about your business. Rather, you should focus on why you’re contacting your prospect and how you can help them.

Personalize your introduction by mentioning something your lead is interested in. For instance, if there is a recent shift in a market, mention that.

Why not try and take advantage of this opportunity?

What is the best way to [insert solution]?

What was your reaction when one of your competitors made an unexpected move? Did it create a pain point that you were able to exploit?

What was your reaction to the situation? And what are some solutions that could benefit you?

We noticed that XYZ is using this new product. Are you planning to keep up with them?

It looks like XYZ is ahead of the curve with their new product. Are you considering using it too?

Body Copy

Don’t try to impress your prospect with big words and industry jargon. Keep it simple and conversational, and you’ll come across as more trustworthy.

Don’t try to overwhelm your prospect by offering too many things in your cold email copy. Keep your story focused on one clear goal.

Your body copy should be short and to the point, just like your elevator sales pitch. No one has time to read a novel, so make your point quickly and clearly.

Call to Action

Your letter is pointless if it doesn’t include a call to action. This is where you prompt a response from your prospects by asking them a question. This will improve your response rate.

I would love to hear your thoughts on my idea. Do you have five minutes to catch up tomorrow?

I think it would be helpful to explore [business goal] and see if it is something we can take forward now or in the future. Let me know what you think!

How to Push Sales at the End of the Quarter

Salespeople love competition. Keeping track of your sales at the end of every quarter can help you and your team stay on track to meet your goals.

This can help you build excitement within your sales team as everyone works together to meet company sales quotas.

1. Hold on to a few of your best prospects until the end of the quarter. These are customers who you’ve contacted before but haven’t made a purchase yet.

It’s often easier to convince people to purchase from you if they already know about your product or service. If they’re already your customers, offer them a discount to push them to buy right now.

2. Quarterly reviews are a good way to motivate your sales team to achieve their goals. If you conduct them at the end of every quarter, your sales reps will often try to meet or beat their quota by the end of each month.

Make sure to remind your reps that the end of the quarter is quickly approaching. Remind them that, although each sale is cumulative, they can still earn their yearly bonus or raise if they make enough in this quarter.

3. Encourage competition among your sales team by rewarding those who meet certain goals. For example, put a certain amount of cash in different sealed envelopes and let each team member pick one envelope.

Or the rewards can be huge, such as a free vacation for the person who sells the most product this quarter. Be sure to remind your sales team of this incentive towards the end of the quarter.

4. Hold regular meetings with your sales team to keep them motivated and on track. This makes it easier to push for those last few final sales at the end of the quarter.

If their sales are behind, they have time to catch up before the end of their fiscal year.

If employees know they are ahead or on pace to achieve their goals, they will work even harder to surpass those goals. This, in turn, may earn them the “top seller” title for the quarter.

How to Get Your Prospect to Close in 3 Days

1. Offer a New Pricing Structure

If you’re nearing the end of the quarter and your lead hasn’t signed, send them a new proposal with about 3 days remaining.

It may be time to give them a contract with new prices. This may help motivate them to purchase before your old, lower prices disappear.

Once you have your lead on the phone, you can decide whether to offer them a discount or wait until the end of a quarter to close a deal.

Hi [prospect’s name],

As we are nearing the end of the month, I wanted to let you know that we will be updating our pricing on [Date]. On [Date], please make sure to replace your old contract, which will reflect the new prices. If you have any questions about this, let me know.

If you have any other questions, feel free to ask!

All the best,

[Your name].

2. Ask About Their Leftover Budget

Some companies have “Use it or Lose it” policies which means that any unspent budget at the end of a fiscal year is forfeited.

If you’re hoping to close the deal quickly, it might help to mention the looming financial deadline for your prospect.

Hi [prospect’s name],

As we head towards the end of the year, many companies are looking for ways to spend remaining budget. If you have a use it or lose it date approaching, I’d love to be your solution provider. I can draw up the contract and have it over to you by end of day. Let me know what works for you.

Best, [Your Name].

If they aren’t losing the budget, this is still a good way to reach out to them or keep the conversation going in a non-pushy way.

3. Ask an Executive to Touch Base

Are you going to be able to close this deal with your current resources? If not, ask your executives for some help.

Your sales managers want you to close deals, so don’t hesitate to ask them if they’ll send an email or jump on a call for a prospect.

Your sales leaders are busy people, so it’s always a good idea to draft emails for them or provide them with some talking points for phone calls. An executive checking in shows your prospect that you are serious about winning their business, and also gives your potential customer a preview of how attentive they’ll be if they do business with you.

Hi [prospect’s name],

[Your rep’s name] from [your company] told me about how you’re using [your product] at [prospect’s] and I just wanted to reach out and answer any questions you might have about [your product or service].

I want to ensure that we’re the right fit. I am passionate about finding the best solution for all parties involved, and I would love to discuss how I can help you achieve that. If you have questions or concerns, please let me know.

All the best,

[Name and title of executive].

4. Ask Why They Are Stalling

This is a bold sales tactic that pushes a deal forward or gets a hard “no” so you can move on to other potential opportunities.

Asking “Is it fair for me to assume that’s the case?” gently pushes prospects into giving more honest answers about how they feel about your product.

Hi [prospect’s name],

We’ve been talking for a while now and we haven’t connected in weeks. You have not introduced me to your team lead yet. Normally, when [obstacle] happens, that means this isn’t a top priority for you. Is it fair to say [prospect] is no longer interested?

If this isn’t a priority for you, I can follow up with you later.

Yours truly,

[Your name].

This message may be a little harsh, so use it sparingly. Or, maybe, just send it to those clients you really don’t want to work with.

5. Remind Them of the Project Timeline

Unidentifiable goals are easy not to notice. If you’re having trouble getting a prospect to commit to a timeline, send them a detailed project plan.

This reminds them that you’re ready to move forward and gives them a deadline for when you’d like this to happen. By setting this deadline, you’re motivating them to get approval and sign off on their end of the deal.

Hi [prospect’s name],

Thanks for your patience. I know you’re eager to get this done, and we will do what we can to meet your deadline. Once you have reviewed our proposed schedule, let us know if you have any additional questions. Thanks again for your time and consideration.

If you have any questions, let me know.

All the best,

[Your name].

6. Send the Big Guns Back In

If a prospect’s deal falls through at the last minute, it may be time to bring in outside help from your executive team.

Have them email as if they were unaware of the deal stalling. The message should pick up the thread of conversation.

This email from the CEO or VP of Sales should get your prospect back on the phone and close a deal by the end of this month.

Hi [prospect’s name],

Hi! I’m the Executive at Company name. Salesperson mentioned they’d sent you a contract, and I wanted to see how you were doing and if I could be of any help. Is there anything I can do to assist you further?

We’re excited to be your solution for [insert problem]. If you have any questions, feel free to give me a call.

Just let us know.

Yours truly,

[Name].

7. Give Them Time.

Some sales situations call for patience. If a prospect doesn’t have the budget or ability to buy your product or service by a certain date, no discount or persuasive email will make a difference.

Instead, be understanding and let them know that you’re happy to work with their timeline. This way, you can build a stronger relationship with your prospect and increase the chances of closing the deal down the road.

If you want to stand out from other reps and grab their attention, try using this line …

Hi [prospect’s name],

After speaking with me, you realized that closing my business by month end wouldn’t be in your best interest.

I’ll follow up with you at the beginning of next month to see what your next steps are. In the meantime, if anything changes, please let me know so I can adjust my plan accordingly.

Thanks,

[Your name].

You’ll put your prospects at ease, avoid wasting their time, and free up your time to work with better-qualified opportunities.

How Do You End a Sale Via Email?

When you are ready to end a sale via email, you should first thank the customer for their business. You may also want to include a brief statement of what they purchased and when they can expect to receive it. Finally, you will want to provide contact information in case the customer has any questions or concerns.

How Do You Close a Deal at the End of a Quarter?

The best way to close a deal at the end of a quarter is to have a plan. This plan should include what you need to do to get the deal done and how you will follow up with the client. You should also have a timeline for when you will follow up with the client and when you expect to have the deal closed.

Conclusion

Whether you’re on month or quarterly close, not hitting your numbers can be very stressful. No one likes to be scrambling to close a deal at the last minute.

When it does, remain calm and thoughtful and focus on your end of quarter sales email. Hopefully, our email templates can help you seal the deal at the last minute.

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