Charming email templates for every possible scenario a freelancer, agency, or b2b supplier could ever face.

Welcome charmers, affiliates, countrymen and women… to a most impressive of Charm Offensive template packs.

This utterly gargantuan offering is bursting at the straining seams with a plethora of templates, perfect for B2B professionals, agency owners, freelancers…

Basically, anyone whose bread and butter is making sales online.

Enter The Charming Smooth Operations Template Pack!

Running your own business takes a lot of work - and the donning of multiple hats. Sure, your much-deliberated title is Managing Director, CEO, or Interim Head of Stationery but what does that look like day to day?

You have to open leads, close deals, manage existing client relationships, foster a positive working environment with your team, and a whole lot more.

It sounds difficult because it can be - and I can speak to this first hand as someone who ran a madcap marketing agency.

A friend of mine once described our day to day as a bit like playing a split-screen racing game: you think you’re winning, until someone points out you’re looking at the wrong player and you’ve actually been driving into a wall for a few minutes.

The tasks, attentions and putting out of fires can seem relentless. This pack is designed to provide some relief.

The term B2B can be deceptive. Sure, on the surface, you’re building relationships and filling funnels with business prospects.

However, it’s important to remember that you’re still dealing with people. People with their own objectives and aims. People with their own feelings and desires - just like you.

The templates in this pack will equip you with the quickfire ability to respond to specific situations with flair and aplomb.

Using these templates will afford you the faculties to not only make reasonable requests succinctly - but improve the chances of being successful.

This absolutely stonking pack contains charming email templates for:

  • Selling your offering and navigating the sales process successfully
  • Cross-selling and upselling your services to your existing clients, and reaching out to them for referral business
  • Reacquainting yourself with old clients, and persuading them to work with you again.
  • Managing existing client relationships, demonstrating you are a proactive type who doesn’t need micromanaging ;)
  • Keeping your team organised and up to date with projects and new client onboarding - no matter how remote or freelance they might be
  • Navigating difficult situations and solving day to day business issues with confidence and poise by starting honest, ethical conversations with customers

Want access to all of these templates?

They're available for a short while at a silly discount...

£1,114 £89 / $113

So, what's in the pack?

Sales Templates

The pack contains emails designed to boost your sales prowess without leaving your comfort zone. Effortlessly use these templates for...

  • Building rapport with a nervous prospect. Show your future client you understand their position while making the most persuasive case imaginable. Provide peace of mind and showcase expertise in one swift template.

  • Entertaining prospects who are currently reviewing your proposal. Use this friendly e-nudge to demonstrate your overwhelming, infectious enthusiasm - without appearing annoying or try-hard.

  • Getting in touch with a former colleague, enquiring as to their wellbeing while also conveniently informing them of your recent freelancer status.

  • Contacting a former colleague with the exciting news of your new agency / saas platform / other business’ inception.

  • Surreptitiously reappearing in the inboxes of ex-clients, reminding them of your unbridled skill sets, fondness of food and shelter, and availability for any potential projects they may have.

  • Earning the attention of more tepid prospects after a previously white-hot exchange may have fizzled out - complete with a cheeky reminder of your ability to make their projects pop.

  • Convincing ex-clients to refer you to their most agreeable - and most monied - acquaintances, accomplices, companions and confidantes.

  • Helpfully clarifying and cross-selling other services and products your clients may need, but be unaware of.

  • Transforming the disappointment of a rejected proposal into an opportunity by asking your prospect for constructive feedback.

  • Updating and delivering a meticulously amended proposal in line with a prospect’s comments.
  • Responding to potentially problematic probes from prospects in the vein of, “What can we do for X% less?” ensuring you don’t offer to do more work for the same money.

  • Stopping overenthusiastic prospects from appending additional arbitrary assignments to a proposal - without increasing your fees. 

  • Relighting the fire with slow-burn prospects - gently jogging their memory without being pesky, irritating, or giving them the hard sell.

  • Obtaining a hard-won response from a prospect you’ve previously unsuccessfully pitched for work. Persistence without the pressure!

  • Pivoting your prospect’s perspectives and priorities from price being their single paunchy pain point. Convince them you’re worth their hard earned cash.

  • Making a genuine, highly-persuasive case for you and your team being the prospect’s best choice for the work they need to get done.

  • Alleviating niggling concerns from a prospect who’s sold on your services but worries about engaging with freelancers or smaller agencies.

Client & Team Management Templates

This pack contains the copy to make your day to day activities less repetitive and more invigorating. Forget any awkward inbox interactions and get back to doing what you do best, with templates for...

  • Introducing a new team member to your team or your client, without treading on anyone’s proverbial toes.
  • Informing your client of a team member’s departure, with tact and courtesy.
  • Delivering a weekly or monthly report to a client without spending hours on unnecessary waffle.
  • Following up a phone call or conference with any key notes, minutes, and next steps.
  • Checking in to demonstrate your latest accomplishments for your client. Using proactivity to eliminate any need for chasing or micromanagement. ;)
  • Pushing any scheduled calls or conferences back due to illness or other personal, difficult or private issues.

  • Organising a catch-up call after a customer’s trial period is over to secure that all-important lifetime value.
  • Introducing new specialist freelance team members (for example, a graphic designer) to your client without appearing uneasy or inviting a million follow up questions.
  • Introducing yourself to - and ingratiating yourself with - a previously unknown contact on a client’s team you need something from.
  • Introducing yourself to a contact more senior than your primary contact - for example, the Head of Marketing over the Marketing Manager - while avoiding any faux pas.
  • Building a rapport with a brand new client a few weeks into your engagement - creating genuine trust, and using their experience of your working arrangement thus far to improve things further.
  • Politely, but pointedly asking for clarification regarding something said on a recent phone call.
  • Charmingly reminding a client of an upcoming key deadline of theirs that is important to the project’s completion. Never sit waiting for a client to send images for a Facebook Ad campaign ever again!
  • Asking for a favour from one or more of your team members.
  • Apologising for being unfair to one of your team members, or mishandling a situation.
  • Thanking a potential team member for their time and participation in an interview.
  • Introducing yourself with pizzazz and gusto to a contact at another agency with whom you share a client.
  • Sincerely apologising for a mistake you or a team member made on a project - and bolstering your professional relationship in the process.
  • Asking a new client for an honest opinion on their service thus far, without appearing needy or intense.
  • Skilfully persuading even the laxest, most forgetful of clients to get those overdue invoices paid - without the need for small talk or needless justification!
  • Introducing a professional or supplier you’ve recommended to a client and making the best impression possible.
  • Enticing new clients into paying invoices upfront by offering a cool 5% discount on every invoice.
  • Thanking a team member or supplier sincerely and professionally for their exceptional work - in the short or long term.
  • Informing your team of an exciting new client win, along with key contacts, basic scopes of work, adulation, wealth, celebratory whiskey, and any other pertinent details.
  • Introducing your all-star team members to a newly won client in a metered fashion that emphasises their abilities without being overwhelming.
  • Assuring a client or prospect you’ve received their question - and will reply with an answer post haste (read: when a suitable answer has been extracted).
  • Introducing partner marketing into the mix! Considering two complementary clients who may be able to work together, then solving a problem they didn’t know they had by introducing them.
  • Thanking enthusiastic potential employees for their interest, and following up with an online interview invitation.


With one of Jon’s templates, my first cold email got forwarded to the marketing manager by the gatekeeper 😂


Want access to all of these templates?

They're available for a short while at a silly discount...

£1,114 £89 / $113


Not content with the included content, I've taken the liberty of cramming in an outrageously vast amount of bonus material, too. These bonuses include... 

Bonus: Contact Report Template - Value £29

A template to send after any phone calls or Zoom meetings with clients, identifying the key actions from the call, deadlines, and those responsible for the agreed activities. 

This may seem a little over the top - but it will demonstrate your organisation and process-led thinking to your clients. This will make them less likely to micromanage you - thus making working together far more enjoyable.

Bonus: Proposal Template in Google Docs - Value £99

Spend less time specifying and more time doing. This template is in Google Docs format - meaning anyone can access it for free. It allows you to construct a comprehensive proposal for a client. All you have to do is amend it to your needs.

This also includes:

  • Email copy to accompany proposal 
  • Email copy to accompany amended proposal
  • Email copy to accompany final proposal with final changes

Bonus: Digital Marketing Audit Template - Value £99

A simple, yet comprehensive template in Google Slides that allows you to put together a digital marketing audit in 10 minutes. Excellent bait to convince prospects to agree to a phone call. The templates include:

  • Bonus Template Variations:
    • Mini SEO Audit Template
    • Mini Google AdWords Audit Template
    • Mini Facebook/Instagram Ads Audit Template
    • Mini Social Media Audit Template
    • Mini Content Marketing Audit Template
    • Mini PR Coverage Audit Template
    • Mini UX Audit Template
  • Email copy to accompany the completed audit document when you send it to prospects.

Bonus: Sales Pitch Deck in Google Docs - Value £99

A sales pitch deck template for when clients have taken the bait and given you the opportunity to run through your proposed project together. This also includes:

  • Email copy to accompany PDF version of pitch deck

Bonus: Competitive Analysis Template - Value £99

Ingratiate yourself with your prospective client by demonstrating which of their closest competitors you plan to absolutely trounce on your way to the top of their respective industry. Perfect for showing your proactiveness and expertise, and encouraging them to indulge you further.

Bonus: Free Brainstorm Session - Ideas Output PDF - Value £99

A Google Slides presentation template for placing all of the ideas you developed for a prospect/client in a brainstorm session, in a straightforward, organised, easy to read format. This also includes:

  • Email copy to accompany Brainstorm Ideas Output PDF

Total Value of Bonuses: 

£29 + £99 + £99 + £99 + £99 + £99 = £524

Total Value Of The Charming Smooth Operations Template Pack:
  • Templates:    £590 
  • Bonuses:        £524
  • Total Value: £1,114


Jon dude. I love the Cold Open Template Pack  finally decided to jump the gun. Totally worth it, I've been laughing for the past 20 minutes while reading them. Can't wait to try em out!!


Want access to all of these templates?

They're available for a short while at a silly discount...

£1,114 £89 / $113

Need Proof My Templates Work?

They Can Work For You, Too:


Wanted to share some BIG wins I've just had (thanks in large part to Jon Buchan's templates for opening the conversations).

Just closed a $20k 3-month deal in the SaaS space that I've been working on for a couple weeks, and have 3 more pitches to do over the next week for $25-50k pilot program deals.

Also got my prospecting and appointment setting process down to a T after 'charming' up my messaging to really resonate with my niche.

Now generating close to 15 discovery calls a week in the tech space, and just did discovery calls with the CTO at ActiveCampaign and a $500M/yr IT company using LinkedIn and cold email.

This sh*t works! Take what Jon has, but your own spin on it, and fire away 😛



Just wanted to thank Jon for all his ideas here. Tried my first two cold e-mails. I got an out of office back from one of them, but the other person answered within an hour!

And the answer was POSITIVE and played along with my joke! This was the chief of communications for a huge company answering a silly e-mail from a small local marketing company.

Have you solved life, Jon??



Y'all.. this is an unsolicited review of the Charm Offensive Email templates.

I bought the templates 30 minutes ago.

Sent an email out 15 minutes ago.

Got a response 2 minutes ago.

Jon Buchan, if you wouldn't consider this creepy, I could KISS you right now. You are amazing as hell.

These. Templates. Work.


Want access to all of these templates?

They're available for a short while at a silly discount...

£1,114 £89 / $113

Questions & Answers

Who is this pack for?

  • Freelance professionals. 
  • Agency owners. 
  • B2B suppliers. 
  • Anyone who a) Wants to close more deals and b) Keep those clients happy and paying your invoices (and on time) for longer. 

What exactly is in the Charming Smooth Operations Template Pack?

This name reflects the contents of the pack, containing:

  • 45 Charming email templates to make the sales process go smoothly - and keep your clients happy.
  • Templates such as the audit templates and brainstorm output template that enable you to demonstrate your expertise and suggest ideas that earn the prospect’s curiosity - making it easy for you to get them to agree to a sales call. 

  • Templates to help close deals such as the sales pitch deck - and the proposal template.
  • Some excellent additional bonuses for good measure because, well, I can’t resist!

Do I have these templates already?

Not unless you have previously bought this specific pack. These templates are not included in any other pack or bundle.

Are you sure? I own a few of your packs.

See above. :-)

Do I have any of the bonuses already?

Not unless you have previously bought this specific pack. All the bonuses are included with this pack only. 

Want access to all of these templates?

They're available for a short while at a silly discount...

£1,114 £89 / $113


Finally got the courage to use the template on a cold email and BOOM!!! I have a call booked for tomorrow. It works!! THANK YOU!!


JON BUCHAN  //  Founder, Charm Offensive

A good few years ago, I was desperate for sales after my word of mouth work dried up.

I got hellishly drunk one night and wrote a completely absurd cold email. I was still tipsy the next morning and decided it was still a good idea to send it to pretty senior Marketing Directors at big brands.

To my astonishment, it worked. I got the most amazing complimentary responses and requests for calls/meetings, from senior decision makers at RedBull, Pepsi, Symantec, Hewlett-Packard, HSBC, Barclays and countless other global brands. Symantec and Hewlett Packard became clients.

All because of a crazy cold pitch.

I decided to start teaching others my unorthodox approach to cold pitching. People listened to my weird advice and found that it worked for them, too.

That's what Charm Offensive is all about: getting the attention of busy people.

Jon Buchan

Copyright 2020 Logical Absurdity Ltd T/A Charm Offensive.