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Sales | Templates

15 Business Introduction Email Templates

Published November 16, 2023

Published Nov 16, 2023

REVIEWED BY: Charity May Amancio

WRITTEN BY: Bianca Caballero

This article is part of a larger series on Sales Management .

• 1 Email Introduction Templates for Sales Leads
• 2 Business Introduction Email Templates for Partners
• 3 Email Introduction Templates for Customers & Accounts
• 4 Self-introduction Email Templates for Freelancers
• 5 How to Get More Value From Introduction Email Templates
• 7 Bottom Line

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Business introduction emails are an effective way to start conversations with potential leads, referral partners, and customers. These offer a solid channel for generating sales pipeline opportunities and developing business relationships. When reaching out to a contact, you should use a proven introduction email template that grabs their attention and maximizes engagement. We’ve created 15 email templates to quickly and easily target prospects.

Download the introduction email templates above and customize them for your sales outreach. You can also import your templates into many CRM systems to use in sales emails.

Email Introduction Templates for Sales Leads

These email introduction example templates are specifically for targeting potential customers directly. They can be used for creating brand awareness, generating leads , or qualifying prospects after they’ve been submitted to you via a referral, website form, or digital ad submission. During these types of email introductions, you can employ various tactics within the messaging to grasp the contact’s attention (such as identifying their pain points) and place them in the sales funnel .

1. Cold Challenge/Solution Introduction to Sales Lead

The challenge-solution-benefit letter format is commonly used for writing e-books, whitepapers, and case studies. However, it’s also effective for making a business introduction email to prospects—specifically in business-to-business (B2B) sales . Here, you introduce a challenge your targeted customer profile likely encounters within their business. Then, present the solution for that challenge—which ultimately ends up being the product or service you offer. Subject Line: Helping [company name] [solve/scale/fix/reduce/etc.] [area of their business]

Hi [lead first name],

Hope all is well with you and [company name] in the [industry] world.

I notice [something specific to the lead/company {ex: “You haven’t posted a blog article since 2021”}], so I wanted to see if this scenario sounds like you:

[Introduce challenge the lead might face {ex: “You want to provide quality content for your blog to generate leads but don’t have the time or knowledge on cybersecurity to develop it in-house.”}]

If it does, I have a great solution. [Introduce your solution/product/service offering {ex: “Outsource your content writing to a writing agency that specializes in cybersecurity.”}].

I’d love to schedule a call to see if we can help with your [business area] goals. Let me know your availability to speak over the next few days.

[Your name], [title]

[Email address]

[Phone number]

[Company website]

[Calendar Schedule Button]

Copy to Clipboard

Pro tip: Google Workspace allows you to create and save email templates within your Gmail business email inbox. You can also include your email signature in the template. This helps increase your productivity by cutting the time spent on composing a message that you can send repeatedly, such as a company introduction email to a sales lead.

Visit Google Workspace

Example of an email template created in Gmail business email inbox

2. Response to Online Form Submission

When you run effective marketing campaigns, you can put lead generation on autopilot and let the prospects come to you. This means, however, that you need to make that initial introduction to the contact to determine if they meet your lead qualification criteria to undergo the remaining sales process steps. Here’s how to introduce yourself in an email to an inbound lead after they’ve submitted their information via website, social media ad, or digital ad form. Subject Line: Hi [lead first name], thanks for your inquiry.

Thanks for expressing interest in our [product/service]. I look forward to helping craft a solution that meets your needs.

My name is [first name], [job position] for [company name]. To get started, I’d like to schedule a time to chat to learn more about you and your [solution {ex: “accounting,” “cybersecurity,” “content development”}] needs.

Please let me know your availability over the next few days—or you can use the Schedule Appointment button in my signature to find a time that works for you.

3. Reply to Referred Lead

Referral marketing helps you increase your pipeline conversion rates. This is mainly due to the lead’s confidence in your brand because you were recommended by a trusted acquaintance or mutual connection. The referral itself, however, is only the start of the process. Make that first referral email introduction and thank the person who made the connection. Be sure to include both the prospect and the person who made the referral. Subject Line: [Subject name made by referrer]

Hi [referrer contact first name],

Thanks for the introduction—I appreciate you being a champion for my small business.

Hi [lead name]. Great to meet you.

As mentioned by [referrer name], my name is [first name], and I’m (a/the) [job position] for [company name]. I’d love to schedule a call and learn more about you and your [product/service] needs.

Please let me know your availability over the next few days, or you can use the Schedule Appointment button in my signature to find a time that works for you.

Pro tip: Certain business verticals are better suited to send you referrals than others. This is due to the complementary products or services that mesh well with your offerings or simply the high volume of customers a center of influence manages. Check out our guide on the best referral lead generation sources to see which industries you should be connecting with.

4. Cold Introduction Referencing Recent Events

Another tactic for cold email outreach is referencing a recent event or development the lead may be interested in. For instance, you could cite a scientific study, legislative or regulatory update, or news story the contact person could relate to. Sending something that would pique their unique interest indicates a sense of care for the prospect. This introduction email sample template is designed to help build a relationship through personalization. Subject Line: Hi [lead name], Did You Hear About [event/development]?

Hope all is well with you and [their company name] in the [industry] world. My name is [first name], [job position] for [company name].

I wanted to reach out regarding [event/development name]. In case you haven’t heard, [briefly summarize the event or development]. This, obviously could [explain how it could affect the lead directly {ex: “add new compliance requirements for your business”/“lead to new innovative opportunities for your company”}].

All that said, I wanted to introduce myself and [company name] as [how your products/services can help the lead in relation to the event/development {ex: “we can help you navigate these new regulations”}].

I’d love to schedule a call to learn more about you and see where we can assist.

Thanks and best regards,

5. Post-event Introduction to Potential Lead

Leadshare groups, trade shows, expos, seminars, and networking events are all great places to meet leads and business partners. In these events, you can connect with a person with characteristics that fit your target market or have indicated a need for your product or service. Use this introductory email example as a template to cite the event you met at in the opening line.

Subject Line: Great Meeting You at [event name]

It was a pleasure meeting you at the [event name] [time increment that’s passed {ex: “last week.”}]. I particularly enjoyed the [something you like about the event {ex: “speaker who discussed the tax bracket changes”/“networking aspect of the event.”}].

I wanted to continue our conversation about [previous conversation regarding product/service needs {ex: “your insurance needs.”}]. Like I said when we met, [something you indicated at the event regarding your selling proposition {ex: “we have appointments with all the major carriers which lets us get the best possible market value”}], so I’d love to get on a call to discuss further.

Pro tip: Sales managers need to build their team, strategize a plan for success, and monitor progress along the way. They also must ensure their team has the resources, including technology, knowledge, sales materials, and templates, to hit their revenue goals. With all those responsibilities, managers can read about the key aspects of sales management for guidance in all aspects of their role.

Business Introduction Email Templates for Partners

When writing cold emails , you aren’t always sending them to potential customers. Often, sales reps and business owners look to make introductions to other businesses that could serve as valuable partners. They could be either solid centers of influence for referral opportunities or be helpful to add value to a customer. For example, IT management companies often partner with cybersecurity consultants to offer more services to their clients. Regardless of the purpose, here are some email templates for partner introductions.

6. Introduction to a Networking Group

Many professionals join organizations, such as trade associations, leadshare groups, or Chambers of Commerce, for networking and professional development opportunities. As new members or sponsors of those groups, it’s an excellent idea to make initial connections with the other members through email. Instead of sending a message directly to each person, users can use this template to mass-send to all the recipients within an organization.

Subject Line: Introduction to Members of [organization name]

Hi everyone,

Hope all of you are doing well. I wanted to make a brief introduction as I’ve recently joined [organization name]. My name is [your name], and I’m (a/the) [job position] for [company name]. I’m excited to get the opportunity to [indicate your relationship with members {ex: “work with”/“network with”/”get to know”/grow with”}] all of you.

[Include a brief description of your past experience, former employment, or context as to why you joined the organization].

I’d love to get a chance to have some one-on-one calls to learn more about each of you and see if I can be of value to you.

Pro tip: Automate your appointment scheduling tasks with a low-cost calendar tool like Calendly. This program lets you embed the portal as a link in an email signature button or within a message. By clicking and entering the portal, the recipient can find a time and channel that works best for them, and it will automatically be added to everyone’s calendar.

Visit Calendly

Calendly’s scheduling portal (Source: Calendly )

7. Request for Expertise

There are a few reasons why you’d reach out to a subject matter expert (SME). It could be for their subject knowledge on a topic you’re about to write or produce a video about. You might need advice regarding some areas in your business, such as lead development, customer service , or human resources management. Use this template to submit a request for expertise to an SME.

Subject Line: Requesting Expertise from [SME name]

Hi [SME first name],

My name is [your name], and I’m (a/the) [job position] for [company name]. I’m reaching out because [reason you’re reaching out {ex: “I need cybersecurity insights for an article I’m writing”/“I’ve been struggling with closing sales”}], and I see you’ve made a name for yourself in this field.

[Contextual paragraph describing your circumstances {ex: “The topic is specifically on the Zero Trust Model for network security. It will be published in Korich Magazine this Fall.”/“I’ve been doing a great job in my lead generation efforts, but can’t seem to properly get those leads through the pipeline and finalize the deal.”}].

Do you have time for a brief call to discuss this further?

8. Post-event Email Introduction to Potential Partner

Similar to sending a sales email to a prospect following an event, you can use this template to send a follow-up to a potential business partner. Like a long sales process, nothing will be finalized just by email. However, you can use this template with the email introduction examples to initiate the conversation with a good center of influence and get a calendar meeting.

Subject Line: Pleasure Meeting You at [event name]

Hi [potential partner first name],

It was a pleasure connecting with you at the [event name] [time increment that’s past {ex: “last week.”}]. I particularly enjoyed the [something you like about the event {ex: “speaker who discussed the tax bracket changes”/“networking aspect of the event.”}]

I wanted to discuss potential partnership opportunities with you. [Describe why partnership would be valuable {ex: “As you are in the search engine optimization (SEO) business and I’m in the content-writing business, we could be solid referral sources to help our clients boost their content marketing campaigns.”/”My managed-service provider (MSP) has been looking to add a supplemental system automation service to offer our customers, but we’d need to subcontract it out to a specialist like yourself.”}].

I’d love to get on a call to discuss this further. Please let me know your availability over the next few days, or you can use the Schedule Appointment button in my signature to find a time that works for you.

Email Introduction Templates for Customers & Accounts

As we’ve covered templates for writing cold emails to prospects and business partners, let’s now explore the circumstances for sending a business introduction email to clients. It is assumed that a customer would already be familiar with their account manager, customer service rep, or client success manager. However, there are a few scenarios where you still need to send an email either to introduce yourself, another person, or a new product or service.

9. Cold Introduction to Newly Assigned Client

An agent or representative will encounter newly assigned clients every now and then. This could either be because of a new account, some territory structure changes, or the previous account manager left. Sometimes, a customer just isn’t happy with their service rep and wants a new one. In these circumstances, use this template to make an introduction to a client after they’ve been assigned to you.

Subject Line: Introducing Your [New or leave blank] [job position]

Hi [client name],

[Introduce circumstances {ex: “As you may know, Cameron Eck is no longer with the firm, so I wanted to make an introduction.”/”Now that you are officially a client of PK Cyber Solutions, I want to introduce myself as your account manager.”/”As there have been a few structure changes throughout our company, I am your new account manager and would like to introduce myself.”}].

My name is [your name]. I will be your point of contact for all things [indicate support services {ex: “billing, product issues, technical assistance, solution recommendations, etc.”}].

If you ever need assistance, you can contact me with the information below or use the Schedule Appointment button in my signature to find an appointment time that works for you.

I look forward to working with you.

10. Introduction to New Point-of-Contact

Instead of introducing yourself to a client, you might need to have a template ready to introduce a new rep, agent, or account manager to them. If you or your employee plans to leave the company or if there is restructuring within the organization, there must be an email making the initial connection. Use this new point of contact introduction email template to introduce the new rep who will be taking over the account.

Subject Line: Introducing [name of new point of contact], Your New [job position]

[Introduce circumstances {ex: “I wanted to inform you I will be leaving the firm next week to pursue a new opportunity.”}]. I’d like to introduce you to your new [job position], [name of new rep], who is CC’d here.

[New rep name] [briefly describe experience {ex: “comes with three years of experience in the marketing automation world.”}] and will be an excellent resource for you. [He/She/They] will be your point of contact moving forward for all things [indicate support services {ex: “billing, product issues, technical assistance, solution recommendations, etc.”}].

It’s been a pleasure working with you.

11. New Product or Service Introduction

This business introduction sample will help you facilitate cross-selling or upselling campaigns to your customers. Start with your current client base when you’ve developed a new product or service and wish to bring it to market. Providing new or upgraded solutions allows you to maximize customer retention rates by continuously finding ways to add value to your clients.

Subject Line: Introducing [new product or service name] to [customer name]

Hi [customer first name],

I wanted to reach out about a new [product/service] we are offering that could be beneficial to you. [Briefly describe new product or service {ex: “We are now offering payroll processing services in addition to our bookkeeping, tax preparation, and employment benefits management solutions.”}].

[Explain the value of the new product or service {ex: “This new solution will allow our clients to centralize all of their financial management activities to one provider.”}]

If you’re interested in learning more, I’d love to get on a call to discuss this new [product/service] line. Please let me know your availability over the next few days or you can use the Schedule Appointment button in my signature to find a time that works for you.

Self-introduction Emails for Freelancers

Freelancers use self-introduction emails to companies or employers to request information about a job or to send their application. Use the introduction email examples below to catch the attention of your intended recipient and to increase the chances of receiving a response or getting hired.

12. Job Application Email Introduction

Recruiters usually deal with a lot of applications. If you want to stand out from other applicants, use an email introduction template that is concise and professionally written. Remember that a job email is neither a cover letter nor a resume, but it is merely a means to deliver these two. That said, don’t forget to attach your cover letter, resume, and work samples to your email.

Subject: [Job/Position] Application

Dear [employer’s name],

My name is [your name], and I greatly admire the work in [product/service] that [company name] is doing. I am reaching out to you today because I saw your email address listed as the contact person for an open [job/position] posted online. I have attached my resume and a cover letter to this email, and I hope you will consider me for this role.

I have attached my [resume/CV/work samples] for your review.

Thank you for your consideration and time.

13. Email Inquiry for Open Position

Use a job inquiry email template when you are passively job-seeking and want to connect with companies or organizations for future positions. This shows employers that you are interested in their company regardless of whether they have a job opening or not. It is also a great way to subtly convey a request to keep your application on file and to let you know once there’s an opening for you.

Subject: [Job title] Position Inquiry

Dear [name of recipient],

I saw the [article/online post] in the [name of website/publication] about your work with [relevant topic of interest], and I want to congratulate you on your success as [recipient’s job title] of [name of company/organization]. My name is [your name], and I am interested in the open [job title] position listed on your website.

I am reaching out to ask for more information regarding this position. Is it full or part-time, and [add other relevant questions]? I would appreciate it if you could respond to this email or call me at the number below.

Thank you for your time.

14. Email Introduction for First-time Applicants

When you finally finish your degree, looking for a job could be an exciting chapter, but it could also be daunting if you don’t know how to build your application. You can start by constructing an engaging email to introduce yourself to your potential employer. Use the email introduction sample below if it is your first time to apply for a job.

Subject: [your name] – [job title], [job reference number]

Dear [recipient’s name],

I recently graduated from [name of your school or university] with a [your degree] and am interested in applying my education to [name of company/organization]. I am humbly confident that my skills are a good fit for the [job title].

Despite being a fresh graduate, I have background experience for this position because I completed [relevant internships and training]. In addition, I am eager to pursue continuing professional development to advance my career in [your field of work].

I have attached my resume and cover letter for your perusal. Please feel free to contact me if you have any questions about my qualifications. I look forward to hearing from you.

Thank you for your time and consideration.

15. Referencing an Internal Contact in Email Introduction

When applying for a job, it can be helpful to get a recommendation or referral from someone who is currently employed at the same company. It helps emphasize how your working experience aligns with the position you are applying for and grabs the attention of the hiring manager. Use this job email template when mentioning an internal contact in your email introduction.

I was referred to this company for the position of [job title and job reference number] by my former colleague [name of former colleague], who is currently a [colleague’s present position] at [company name]. [Name of former colleague] accurately saw this position as a great representation of my potential, as [brief explanation for former colleague’s recommendation].

I believe that I am a good fit for [available job position] because of [brief overview of your educational background and work experience]. To help you better understand my qualifications, I have attached my resume and cover letter to this email. I look forward to speaking with you at your most convenient time. Please let me know your availability and I would be happy to settle on a schedule that works for you.

How to Get More Value From Introduction Email Templates

Our sample introduction emails are designed to facilitate conversations with leads, business partners, and customers to ultimately produce more revenue. In addition to using these outlines for sending cold emails, here are some other ways you can boost conversions for your introductory emails:

Automate Calls to Action

When you send an email to someone where you’re initiating a call to action (CTA), such as “schedule a call” or “let me know your availability,” make it as easy as possible for the recipient. One way to do this is through automated CTAs. Rather than back-and-forth replies trying to agree on a time to chat, you can link automated scheduling tools in your message or signature.

Tools like Calendly, which is one of our best shared calendar apps , let users sync their calendars and set scheduling preferences to their availability. Then, by linking the scheduling portal in the email message or signature, the recipient can click to enter the system. From there, they can search for a time, date, and communication channel that works best for them. Once the call is scheduled, all participants receive a notification and have the event synced to their calendars automatically.

Calendly adding scheduling link to email signature (Source: Calendly )

Store & Share Email Templates

As you develop and rework your email templates, you’ll find some will be more effective than others. Store those “winning” templates for future use and share them with other reps. It not only helps maintain quality messaging, but also lets you increase the volume of sends as you only need to plug in contact and contextual information instead of writing a whole email from scratch.

Customer relationship management (CRM) systems like Pipedrive let teams create, save, and share email templates in the platform. Users can integrate their email system to easily craft emails from a contact record. There, they can save email templates in the CRM that will auto-populate the message using stored contact data.

Visit Pipedrive

Pipedrive choosing email templates (Source: Pipedrive )

Incorporate & Track Personalized Information

Personalization is huge for cold email success. It shows you took the time to learn about your lead or contact before crafting the email. Recipients can tell if an email is directly sent or mass-produced based on personalized parts in the introduction email subject line or message. You can cite items like their name, company, industry, or contextual information like where they went to college or how long they’ve been at a firm to help pique interest early on in the message.

As you collect personal information on leads, partners, and customers, store those insights in a CRM platform for you and other reps to use. Many products, like Freshsales, are robust information and business intelligence systems. In addition to basic contact data organization, Freshsales allows users to draft notes and tag CRM records. Tags give you information applicable to more than one record to filter out contact lists. If you met a group of leads at a webinar, for instance, tag them as “webinar” to provide those contextual details.

Visit Freshsales

Freshsales adding contact tags (Source: Freshworks )

Purchase Email Lists

One of the goals of using professional introduction email templates is to save time with a message that’s partially crafted for you. Another time-saver is purchasing email lists rather than manually doing online research. Services like UpLead, for example, let you automate the prospect research step by generating email lists for you. Users can simply go to the platform and search for contacts based on details like industry, job title, and company size to create a list.

Visit UpLead

UpLead contact search (Source: UpLead )

Frequently Asked Questions (FAQs)

What is a good introduction email template.

A good introduction email template uses an informative subject line, a personalized greeting, a brief explanation of why you’re reaching out, and a request or call to action. In addition, it should also include polite language, such as a short thank you for the recipient’s time.

How can I introduce myself via email?

In general, you can introduce yourself in an email by stating your name, job title, and relevant affiliation. You can also give a brief outline of your current project, field of expertise, and geographical location. If you want to establish a connection or build your credibility, you can mention any mutual connections in your email.

What is the most polite way to start an email?

The most polite way to begin an introduction email is to use appropriate salutations. These include “Dear [name],” “Hi” or “Hello,” “Hi everyone,” and “Hi [department name] team.” It is also important to create engaging openings by acknowledging the reader (“I hope you had a great weekend”), clarifying the purpose of your email, and expressing gratitude for the reader’s time. On the flip side, avoid using impersonal salutations (“To whom it may concern”) and make sure that there are no misspelled names.

Bottom Line

Email is a popular communication channel for developing sales opportunities and professional relationships. Using a business introduction email template helps improve messaging quality and save time through a proven outline already created for you. In addition to utilizing introductory templates, teams can improve production and conversions by using CTA automation, template storage systems, personalized messaging, and premade email lists.

About the Author

Find Bianca On LinkedIn

Bianca Caballero

Bianca Caballero is a subject matter expert at Fit Small Business who covers Sales and Customer service topics. Prior to working at FSB, she was in field sales and territory management. When she launched her career as a writer, she worked with companies from the US, Australia, and China. At present, she uses her 12+ years of writing experience to provide FSB readers with the best answers to their questions.

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Home Blog Business Business Presentation: The Ultimate Guide to Making Powerful Presentations (+ Examples)

Business Presentation: The Ultimate Guide to Making Powerful Presentations (+ Examples)

A business presentation is a purpose-led summary of key information about your company’s plans, products, or practices, designed for either internal or external audiences. Project proposals, HR policy presentations, investors briefings are among the few common types of presentations. 

Compelling business presentations are key to communicating important ideas, persuading others, and introducing new offerings to the world. Hence, why business presentation design is one of the most universal skills for any professional. 

This guide teaches you how to design and deliver excellent business presentations. Plus, breaks down some best practices from business presentation examples by popular companies like Google, Pinterest, and Amazon among others! 

3 General Types of Business Presentations

A business presentation can be given for a number of reasons. Respectively, they differ a lot in terms of content and purpose. 

But overall, all types of business presentations can be classified as:

• Informative
• Persuasive 
• Supporting 

Informative Business Presentation 

As the name suggests, the purpose of an informative presentation is to discern the knowledge you have — explain what you know. It’s the most common type of business presentation out there. So you have probably prepared such at least several times. 

Examples of informative presentations:

• Team briefings presentation 
• Annual stakeholder report 
• Quarterly business reviews
• Business portfolio presentation
• Business plan presentation
• Project presentation

Helpful templates from SlideModel:

• Business plan PowerPoint template
• Business review PowerPoint template
• Project proposal PowerPoint template
• Corporate annual report template

Persuasive Business Presentation 

The goal of this type of presentation is to persuade your audience of your point of view — convince them of what you believe is right. Developing business presentations of this caliber requires a bit more copywriting mastery, as well as expertise in public speaking . Unlike an informative business presentation, your goal here is to sway the audience’s opinions and prompt them towards the desired action. 

Examples of persuasive presentations:

• Pitch deck/investor presentations
• Sales presentation  
• Business case presentation 
• Free business proposal presentation
• Business proposal PowerPoint template
• Pitch deck PowerPoint template
• Account Plan PowerPoint template

Supporting Business Presentation 

This category of business PowerPoint presentations is meant to facilitate decision-making — explain how we can get something done. The underlying purpose here is to communicate the general “action plan”. Then break down the necessary next steps for bringing it to life. 

Examples of supporting presentations:

• Roadmap presentation
• Project vision presentation 
• After Action Review presentation 
• Standard operating procedure (SOP) PowerPoint template 
• Strategy map PowerPoint template 
• After action review (ARR) PowerPoint template 

What Should Be Included in a Business Presentation?

Overall, the content of your business presentation will differ depending on its purpose and type. However, at the very minimum, all business presentations should include:

• Introductory slide 
• Agenda/purpose slide
• Main information or Content slides
• Key Takeaways slides
• Call-to-action/next steps slides

We further distill business presentation design and writing best practices in the next section (plus, provide several actionable business PowerPoint presentation examples!). 

How to Make a Business Presentation: Actionable Tips

A business presentation consists of two parts — a slide deck and a verbal speech. In this section, we provide tips and strategies for nailing your deck design. 

1. Get Your Presentation Opening Right 

The first slides of your presentation make or break your success. Why? By failing to frame the narrative and set the scene for the audience from the very beginning, you will struggle to keep their interest throughout the presentation. 

You have several ways of how to start a business presentation:

• Use a general informative opening — a summative slide, sharing the agenda and main points of the discussion. 
• Go for a story opening — a more creative, personal opening, aimed at pulling the audience into your story. 
• Try a dramatic opening — a less apparent and attention-grabbing opening technique, meant to pique the audience’s interest. 

Standard Informative Opening 

Most business presentation examples you see start with a general, informative slide such as an Agenda, Problem Statement, or Company Introduction. That’s the “classic” approach. 

To manage the audience’s expectations and prepare them for what’s coming next, you can open your presentation with one or two slides stating:

• The topic of your presentation — a one-sentence overview is enough. 
• Persuasive hook, suggesting what’s in it for the audience and why they should pay attention. 
• Your authority — the best technique to establish your credibility in a business presentation is to share your qualifications and experience upfront to highlight why you are worth listening to. 

Opening best suited for: Formal business presentations such as annual reports and supporting presentations to your team/business stakeholders. 

Story Opening 

Did you ever notice that most TED talks start with a quick personal story? The benefit of this presenting technique is that it enables speakers to establish quick rapport and hold the listener’s attention. 

Here’s how Nancy Duarte, author of “Slide:ology: The Art and Science of Creating Great Presentations” book and TED presenter, recommends opening a presentation: 

You know, here’s the status quo, here’s what’s going on. And then you need to compare that to what could be. You need to make that gap as big as possible, because there is this commonplace of the status quo, and you need to contrast that with the loftiness of your idea. 

Storytelling , like no other tool, helps transpose the audience into the right mindset and get concentrated on the subject you are about to discuss. A story also elicits emotions, which can be a powerful ally when giving persuasive presentations. In the article how to start a presentation , we explore this in more detail.

Opening best suited for: Personal and business pitches, sales presentations, other types of persuasive presentations. 

Dramatic Opening 

Another common technique is opening your presentation with a major statement, sometimes of controversial nature. This can be a shocking statistic, complex rhetoric question, or even a provocative, contrarian statement, challenging the audience’s beliefs. 

Using a dramatic opening helps secure the people’s attention and capture their interest. You can then use storytelling to further drill down your main ideas. 

If you are an experienced public speaker, you can also strengthen your speech with some unexpected actions. That’s what Bill Gates does when giving presentations. In a now-iconic 2009 TED talk about malaria, mid-presentation Gates suddenly reveals that he actually brought a bunch of mosquitoes with him. He cracks open a jar with non-malaria-infected critters to the audience’s surprise. His dramatic actions, paired with a passionate speech made a mighty impression. 

Opening best suited for: Marketing presentations, customer demos, training presentations, public speeches. 

Further reading: How to start a presentation: tips and examples. 

2. Get Your PowerPoint Design Right

Surely, using professional business PowerPoint templates already helps immensely with presentation deck design since you don’t need to fuss over slide layout, font selection, or iconography. 

Even so, you’ll still need to customize your template(s) to make them on brand and better suited to the presentation you’re about to deliver. Below are our best presentation design tips to give your deck an extra oomph. 

Use Images, Instead of Bullet Points 

If you have ever watched Steve Jobs’s presentations, you may have noticed that he never used bullet-point lists. Weird right? Because using bullet points is the most universal advice in presentation design. 

But there’s a valid scientific reason why Jobs favored images over bullet-point texts. Researchers found that information delivered in visuals is better retained than words alone. This is called the “ pictorial superiority effect ”. As John Medina, a molecular biologist, further explains :

“Hear a piece of information, and three days later you’ll remember 10% of it. Add a picture and you’ll remember 65%.”

So if your goal is to improve the memorability of your presentation, always replace texts with images and visualizations when it makes sense. 

Fewer Slides is Better

No matter the value, a long PowerPoint presentation becomes tiring at some point. People lose focus and stop retaining the information. Thus, always take some extra time to trim the fluff and consolidate some repetitive ideas within your presentation. 

For instance, at McKinsey new management consultants are trained to cut down the number of slides in client presentations. In fact, one senior partner insists on replacing every 20 slides with only two slides . Doing so prompts you to focus on the gist — the main business presentation ideas you need to communicate and drop filler statements. 

Here are several quick tips to shorten your slides:

• Use a three-arc structure featuring a clear beginning (setup), main narrative (confrontation), ending (resolution). Drop the ideas that don’t fit into either of these. 
• Write as you tweet. Create short, on-point text blurbs of under 156 symbols, similar to what you’d share on Twitter. 
• Contextualize your numbers. Present any relevant statistics in a context, relevant to the listeners. Turn longer stats into data visualizations for easier cognition. 

Consistency is Key 

In a solid business presentation, each slide feels like part of the connecting story. To achieve such consistency apply the same visual style and retain the same underlying message throughout your entire presentation.

Use the same typography, color scheme, and visual styles across the deck. But when you need to accentuate a transition to a new topic (e.g. move from a setup to articulating the main ideas), add some new visual element to signify the slight change in the narrative. 

Further reading: 23 PowerPoint Presentation Tips for Creating Engaging and Interactive Presentations

3. Make Your Closure Memorable 

We best remember the information shared last. So make those business presentation takeaways stick in the audience’s memory. We have three strategies for that. 

Use the Rule of Three 

The Rule of Three is a literary concept, suggesting that we best remember and like ideas and concepts when they are presented in threes. 

Many famous authors and speakers use this technique:

• “Duty – Honor – Country. Those three hallowed words reverently dictate what you ought to be, what you can be, and what you will be” . Gen. Douglas MacArthur.
• “Life, Liberty, and the Pursuit of Happiness” are the unalienable rights of all humans that governments are meant to protect.” Thomas Jefferson 

The Rule of Three works because three is the maximum number of items most people can remember on their first attempt. Likewise, such pairings create a short, familiar structure that is easy to remember for our brains. 

Try the Title Close Technique

Another popular presentation closing technique is “Title Close” — going back to the beginning of your narrative and reiterating your main idea (title) in a form of a takeaway. Doing so helps the audience better retain your core message since it’s repeated at least two times. Plus, it brings a sense of closure — a feel-good state our brains love. Also, a brief one-line closure is more memorable than a lengthy summary and thus better retained. 

Ask a Question 

If you want to keep the conversation going once you are done presenting, you can conclude your presentation with a general question you’d like the audience to answer.

Alternatively, you can also encourage the members to pose questions to you. The latter is better suited for informational presentations where you’d like to further discuss some of the matters and secure immediate feedback. 

Try adding an interactive element like a QR code closing your presentation with a QR code and having a clear CTA helps you leverage the power of sharing anything you would like to share with your clients. QR codes can be customized to look alike your brand.

If you are looking for a smoother experience creating presentations on the fly, check out the AI PowerPoint maker —it offers everything you can ask forfrom presentation design in a couple of clicks.

12 Business Presentation Examples and What Makes Them Great 

Now that we equipped you with the general knowledge on how to make a presentation for business, let’s take a look at how other presenters are coping with this job and what lessons you can take away from them. 

1. N26 Digital Bank Pitch Deck 

This is a fine business pitch presentation example, hitting all the best practices. The deck opens with a big shocking statement that most Millennials would rather go to the dentist than step into a bank branch. 

Then it proceeds to discuss the company’s solution to the above — a fully digital bank with a paperless account opening process, done in 8 minutes. After communicating the main product features and value proposition, the deck further conceptualizes what traction the product got so far using data visualizations. The only thing it lacks is a solid call-to-action for closing slides as the current ending feels a bit abrupt. 

2. WeWork Pitch Deck

For a Series D round, WeWork went with a more formal business presentation. It starts with laying down the general company information and then transitions to explaining their business model, current market conditions, and the company’s position on the market.

The good thing about this deck is that they quantify their business growth prospects and value proposition. The likely gains for investors are shown in concrete numbers. However, those charts go one after another in a row, so it gets a bit challenging to retain all data points. 

The last part of their presentation is focused on a new offering, “We Live”. It explains why the team seeks funds to bring it to life. Likewise, they back their reasoning with market size statistics, sample projects, and a five-year revenue forecast. 

3. Redfin Investor Presentation 

If you are looking for a “text-light” business presentation example, Redfin’s investor deck is up to your alley. This simple deck expertly uses iconography, charts, and graphs to break down the company’s business model, value proposition, market share, and competitive advantages over similar startups. For number-oriented investors, this is a great deck design to use. 

4. Google Ready Together Presentation 

This isn’t quite the standard business presentation example per se. But rather an innovative way to create engaging, interactive presentations of customer case studies .

The short deck features a short video clip from a Google client, 7-11, explaining how they used the company’s marketing technology to digitally transform their operations and introduce a greater degree of marketing automation . The narrated video parts are interrupted by slides featuring catchy stats, contextualizing issues other businesses are facing. Then transitions to explaining through the words of 7-11 CMO, how Google’s technology is helping them overcome the stated shortcomings.

5. Salesforce Business Presentation Example 

This is a great example of an informational presentation, made by the Salesforce team to share their research on customer experience (CX) with prospects and existing customers.

The slide deck errs on the lengthier side with 58 slides total. But bigger topics are broken down and reinforced through bite-sized statistics and quotes from the company leadership. They are also packaging the main tips into memorable formulas, itemized lists, and tables. Overall, this deck is a great example of how you can build a compelling narrative using different statistics. 

6. Mastercard Business Presentation

This slide deck from Mastercard instantly captures the audience’s attention with unusual background images and major data points on the growth of populations, POS systems, and payment methods used in the upcoming decade.

Perhaps to offset the complexity of the subject, Mastercard chose to sprinkle in some humor in presentation texts and used comic-style visuals to supplement that. However, all their animations are made in a similar style, creating a good sense of continuity in design. They are also using colors to signify the transition from one part of the presentation to another. 

In the second part, the slide deck focuses on distilling the core message of what businesses need to do to remain competitive in the new payments landscape. The team presents what they have been working on to expand the payment ecosystem. Then concludes with a “title close” styled call-to-action, mirroring the presentation title.

7. McKinsey Diversity & Inclusion Presentation 

This fresh business slide deck from McKinsey is a great reference point for making persuasive business presentations on complex topics such as D&I. First, it recaps the main definitions of the discussed concepts — diversity, equity, and inclusion — to ensure alignment with the audience members. 

Next, the business presentation deck focuses on the severity and importance of the issue for businesses, represented through a series of graphs and charts. After articulating the “why”, the narrative switches to “how” — how leaders can benefit from investment in D&I. The main points are further backed with data and illustrated via examples. 

8. Accenture Presentation for the Energy Sector

Similar to McKinsey, Accenture keeps its slide deck on a short. Yet the team packs a punch within each slide through using a mix of fonts, graphical elements, and color for highlighting the core information. The presentation copy is on a longer side, prompting the audience to dwell on reading the slides. But perhaps this was meant by design as the presentation was also distributed online — via the company blog and social media. 

The last several slides of the presentation deck focus on articulating the value Accenture can deliver for their clients in the Energy sector. They expertly break down their main value proposition and key service lines, plus quantify the benefits. 

9. Amazon Web Services (AWS) Technical Presentation 

Giving an engaging technical presentation isn’t an easy task. You have to balance the number of details you reveal on your slides to prevent overwhelm, while also making sure that you don’t leave out any crucial deets. This technical presentation from AWS does great in both departments. 

First, you get entertained with a quick overview of Amazon’s progress in machine learning (ML) forecasting capabilities over the last decade. Then introduced to the main tech offering. The deck further explains what you need to get started with Amazon Forecast — e.g. dataset requirements, supported forecasting scenarios, available forecasting models, etc. 

The second half of the presentation provides a quick training snippet on configuring Amazon SageMaker to start your first project. The step-by-step instructions are coherent and well-organized, making the reader excited to test-drive the product. 

10. Snapchat Company Presentation

Snapchat’s business model presentation is on a funkier, more casual side, reflective of the company’s overall brand and positioning. After briefly recapping what they do, the slide deck switches to discussing the company’s financials and revenue streams.

This business slide deck by Snap Inc. itself is rather simplistic and lacks fancy design elements. But it has a strong unified theme of showing the audience Snapchat’s position on the market and projected vector of business development. 

11. Visa Business Acquisition Presentation 

If you are working on a business plan or M&A presentation for stakeholders of your own, this example from Visa will be helpful. The presentation deck expertly breaks down the company’s rationale for purchasing Plaid and subsequent plans for integrating the startup into their business ecosystem. 

The business deck recaps why the Plaid acquisition is a solid strategic decision by highlighting the total addressable market they could dive into post-deal. Then it details Plaid’s competitive strengths. The slide deck then sums up all the monetary and indirect gains Visa could reap as an acquirer. 

12. Pinterest Earnings Report Presentation 

Annual reports and especially earnings presentations might not be the most exciting types of documents to work on, but they have immense strategic value. Hence, there’s little room for ambiguities or mistakes. 

In twelve slides, this business presentation from Pinterest clearly communicates the big picture of the company’s finance in 2021. All the key numbers are represented as featured quotes in the sidebar with diagrams further showcasing the earning and spending dynamics. Overall, the data is easy to interpret even for non-finance folks. 

To Conclude 

With these business presentation design tips, presentation templates , and examples, you can go from overwhelmed to confident about your next presentation design in a matter of hours. Focus on creating a rough draft first using a template. Then work on nailing your opening slide sequence and shortening the texts in the main part of your presentation when needed. Make sure that each slide serves a clear purpose and communicates important details. To make your business presentation deck more concise, remove anything that does not pertain to the topic. 

Finally, once you are done, share your business presentation with other team members to get their feedback and reiterate the final design.

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Business Presentations, Corporate Presentations, Design, Design Inspiration, Examples, Executive Reports, Inspiration, Presentation Ideas Filed under Business

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The Perfect Presentation Email Sample: Tips and Examples

If you’re looking to increase your chances of landing a successful presentation, crafting the perfect email can be a game-changer. However, many people struggle with knowing where to start or how to structure their message effectively. That’s why we’ve put together some presentation email samples that can guide you in the right direction.

These samples are designed to help you get your message across in a clear and concise way, with the goal of ensuring that your recipient is hooked from the very first line. Whether you’re looking to pitch an idea, get your foot in the door, or secure a meeting, our presentation email samples are the perfect starting point.

What’s more, each sample is fully editable, meaning that you can customize it to suit your specific needs and audience. From the opening line to the closing CTA, we’ll take you through the entire process, providing you with all the tools you need to craft your perfect presentation email.

So, if you’re ready to take your presentation game to the next level, dive into our presentation email samples and start creating a winning message that will grab your recipient’s attention and leave a lasting impression.

The Best Structure for a Presentation Email

If you want to make a great impression when delivering your presentation through email, it is essential to create an effective structure that will keep your audience engaged and interested. An organized and well-structured email will allow your viewers to understand the main points of your presentation clearly and quickly. Below are some tips that can help you create a winning structure for your presentation email.

Firstly, it is important to start with an attention-grabbing subject line that makes the reader want to open the email. Make sure that the subject line clearly communicates the topic of your presentation and arouses curiosity. It can be a simple question or a statement that intrigues the reader.

The opening paragraph should contain a brief introduction, where you can provide some context about your presentation and why it’s relevant to your audience. You can also mention your credentials and expertise to establish your credibility in the field or topic you are presenting.

The body of the email should focus on the main points of your presentation. Divide your content into clear and concise sections, where each section covers a different aspect of your presentation. Use headings and subheadings to break up your content into manageable parts, and make sure that your text is easy to read and visually appealing. You can also include images, charts, or diagrams to support your presentation and make it more engaging.

It is also essential to include a clear call-to-action in your email. Tell your viewers what you expect them to do after they have read the email. You can ask them to attend a webinar, schedule a meeting, or visit your website for more information. This will help you to get a better response and encourage your audience to take the desired action.

Lastly, end your email with a strong conclusion that summarises the key points of your presentation. This will help the reader to remember the main message of your presentation and give them a reason to act upon the information provided. You can also thank your viewers for their time and attention, and offer any additional support or resources that may be relevant to your presentation.

In conclusion, by following the above-mentioned structure, you can create a powerful presentation email that captures the reader’s attention, conveys your message clearly, and inspires your audience to take action.

Email Presentation Sample

Recommendation for employee promotion.

Dear Mr. Brown,

I am writing to recommend Sarah Smith for the position of assistant manager in our company. Sarah has been a hardworking and dedicated employee for the past four years and has consistently exceeded expectations in all her roles. She has demonstrated exceptional leadership skills and has been instrumental in driving sales and ensuring customer satisfaction.

Sarah is a great team player and has always been willing to go above and beyond to help her colleagues. She possesses excellent communication skills and is always willing to lend an ear to her peers. I am confident that Sarah will excel in the role of assistant manager and provide exceptional leadership to her team.

Thank you for considering my recommendation. Please let me know if you need any further information.

Best regards,

Invitation to Corporate Event

Dear Ms. Johnson,

We would like to invite you to our upcoming corporate event on the 12th of July at the Hilton Hotel. The event is being hosted in honor of our new product launch and we would greatly appreciate your attendance.

The event will begin at 6 pm with cocktails followed by a sit-down dinner. There will be a live band and a DJ to help you dance the night away. The dress code is semi-formal, so please dress to impress!

It will be a great opportunity to network with other professionals in the industry and learn more about our latest product launch. We hope to see you there!

The Marketing Team

Proposal to Increase Sales

Dear Mr. Davis,

I am writing to propose an idea that could help increase sales in our company. As you know, we have been experiencing a decline in sales over the past few quarters and it has been a cause for concern. My proposal is to introduce a loyalty program that would incentivize customers to make repeat purchases.

The loyalty program would offer customers a discount for every purchase they make and accumulate points which they can redeem for exclusive rewards. This program will not only encourage customers to make repeat purchases, but it will also attract new customers who are interested in our rewards program.

I believe that this program has the potential to significantly increase our sales and boost customer engagement. Thank you for considering my proposal.

Training Session Invitation

Dear Ms. Green,

We are pleased to invite you to our training session on the 20th of August. The training session will focus on improving your skills in digital marketing and will cover topics such as SEO, social media marketing, and email marketing.

The session will be conducted by industry experts and will provide valuable insights into the latest digital marketing trends and techniques. The session will be interactive and participants will have the opportunity to ask questions and engage in discussions.

The training session will take place at our headquarters and will begin at 10 am. Lunch will be provided. We hope to see you there!

The Human Resources Team

Complaint Follow-Up

Dear Mr. Johnson,

I recently received a complaint regarding our customer service and I wanted to personally follow up and address the issue. I apologize for any inconvenience caused and would like to assure you that we take customer satisfaction very seriously.

I have investigated the issue and discovered that there was a miscommunication between our customer service representative and the customer. We have taken corrective measures to ensure that such an incident does not occur again in the future.

I would like to extend my apologies to you and hope that you will give us another chance to serve you.

The Customer Service Team

Request for Feedback

Dear Ms. Davis,

We value your opinion and would like to request your feedback on our products and services. Your feedback is important to us as it helps us improve and deliver better products to our customers.

We would appreciate it if you could take a few minutes to complete our survey. The survey is anonymous and will only take a few minutes to complete. Your responses will be kept confidential and will not be shared with any third parties.

Thank you for taking the time to provide your feedback. We look forward to hearing from you.

The Customer Experience Team

Thank You for Your Business

I would like to take this opportunity to thank you for your business and for choosing our company as your preferred supplier. We appreciate the trust you have placed in us and we are committed to providing you with the best possible products and services.

We value your feedback and would like to assure you that we will continue to strive to improve our products and services to meet your evolving needs.

We look forward to continuing our relationship with you and providing you with the best possible experience. Thank you once again for your business.

The Sales Team

Tips for Writing a Great Presentation Email

If you want to make sure your presentation email is received well and gets the attention it deserves, you need to follow some key guidelines. Here are some tips to help you write a presentation email that will get your message across effectively:

• Be clear and concise: Make sure your message is clear and to the point. Avoid using jargon or technical terms that your audience may not understand. Keep your language simple and easy to read.
• Use a catchy subject line: Your subject line should entice your reader to open your email. Use a subject line that is short, clear, and persuasive, preferably no longer than six words.
• Include a clear purpose: Let your audience know why you are sending the presentation. Be upfront about what you want them to know, and what actions you want them to take after they read your email.
• Highlight benefits: Highlight the benefits of your presentation to your audience. Show them how your presentation will benefit them, and what they can expect to learn or gain from it.
• Incorporate visuals: Visuals can help make your presentation more engaging and memorable. Consider incorporating graphics, charts, and images to help illustrate your points and keep your reader engaged.
• Be mindful of length: Keep your email short and to the point. People are busy, and they are unlikely to read a lengthy email. Aim to keep your email to less than 300 words, and consider breaking up longer sections into smaller paragraphs.
• Include a call to action: End your email with a clear call to action. This could be to attend your presentation, respond to your email, or take some other action related to your message.
• Proofread: Before sending your email, make sure to proofread it carefully for errors in spelling, grammar, and punctuation. A well-written email will have more impact than one that is riddled with errors.

By following these key guidelines, you can ensure that your presentation email is effective, engaging, and persuasive. Take the time to craft a clear and concise message that highlights the benefits of your presentation to your audience, and you’ll be well on your way to success.

Frequently Asked Questions about Presentation Email Samples

What is a presentation email.

A presentation email is a type of email that is sent to introduce a business proposal or idea to potential investors, partners, or clients. It typically includes a slide deck or other visual aids to help convey the information in a clear and compelling way.

What should I include in a presentation email?

In addition to your slide deck or other visual aids, your presentation email should include a clear and concise explanation of your business idea or proposal, including the problem you are trying to solve, your solution, and the benefits to your audience. You should also include any relevant data or statistics to support your claims.

How can I make my presentation email more engaging?

To make your presentation email more engaging, use a personalized tone that speaks directly to your audience. Use high-quality images and graphics to support your message. And don’t be afraid to inject some personality and a sense of humor into your presentation.

How long should my presentation email be?

Your presentation email should be concise and to the point. Aim for no more than 10-15 slides or around 500-700 words, depending on your audience and the complexity of your proposal.

How can I ensure my presentation email is effective?

To ensure your presentation email is effective, take the time to research your audience and tailor your message specifically to them. Keep your message simple and clear, and emphasize the key benefits of your proposal. Finally, proofread carefully to ensure that your presentation is error-free and professional.

Should I include a call to action in my presentation email?

Yes, a call to action is an important part of any presentation email. Be clear about what you want your audience to do next, whether that’s scheduling a follow-up meeting, signing up for a demo, or investing in your company. Make it as easy as possible for them to take action by including clear instructions and contact information.

What are some common mistakes to avoid in a presentation email?

Some common mistakes to avoid in a presentation email include using jargon or technical terms that your audience may not understand, being too long-winded or repetitive, and failing to provide clear benefits or a compelling reason for your audience to take action. Additionally, be sure to proofread carefully to catch any errors or typos that may detract from your message.

Wrap It Up!

Well, folks, that was our presentation email sample. Hopefully, you found some helpful tips in there to spice up your next email presentation. Whether you’re trying to win over a potential client or impress your boss, we’ve got you covered. Thanks for reading, and don’t forget to check back in for more helpful articles! Have a great day!

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Creating Introduction Email Template That Will Get You Responses (And Deals)

• 18th Sep '19

• 17 minutes read

First impressions are very important, and this is why you need to pay attention and put some effort into writing a great introductory email whenever you need to meet an individual.

Since we’re living in the messaging era - where people would rather be contacted through email or text messages than receiving a call - which actually speeds things up when it comes to the first contact, it’s quite important to know the tips and tricks to craft good introduction messages.

The reason why we enjoy messages so much is because technology has made everything easier and quicker, so 75% of people believe that calls are time-consuming. Some people are connected throughout the day: email, WhatsApp, LinkedIn, Facebook, or any other social network available.

By the way, the best channels for introductions are definitely email and LinkedIn , so make sure you have the right tools to help you extract, organize and send the emails .

Image Source: FreePik

It’s expected that by the end of this reading you will be able to come up with your own introduction templates. Here is a list of what we’re going to explain in the article:

Introduction Email Definition

Tips to Write a Good Introductory Email

Examples of Subject Lines For Introduction Emails 

Top-Notch Templates

What is an introduction email?

The name is self-explanatory: introduction email is a message to introduce yourself, a company or a third party.  

There are a few “email etiquette tips” that can be followed and different types of intro email template that can be sent to an individual or more recipients, but it all depends on the situation if it is business-related or for personal matters.

For sales, in particular, the introduction email sent to prospects is highly important and must be followed by a good follow up strategy . It is also a good idea to segment the mailing list and make it as personal as possible, as you need the prospect to relate to you in order to establish a trustworthy relationship.

You may also use an email list template to help. We made a list of the most common sales introduction emails:

Now that you understand what this introductory email is, it’s time to learn how to craft good messages based on email introduction template tips.

How to write a warm introduction email

First of all: you have to know your audience and define clear goals for your introduction. Make a list of things you would like to say in different introduction situations and keep it handy.

The content will vary from one prospect to another , but typically on a sales introduction email template is appropriate to add:

Your first name

The company you work for

Any affiliation worth mentioning (mostly when it’s for networking)

The reason for the introduction email

Services you provide (if applicable)

Professional Signature

Based on what was mentioned above and on email etiquette we came up with a list of things to do and things that should not be done on an introduction email.

Add a signature chosen from many templates available and provide more than one contact information;

Use an appropriate email address, preferably with your first and last name;

Direct the email to a specific person and not to the whole team or to a general email address. You can gather individual emails by extracting them from Linkedin, for example;

Personalize the sender’s name with yours to avoid looking like an email marketing campaign.

Don’t do it

Send the email without a subject. Most emails that do not have a subject line will probably end up in spam or deleted;

Don’t send mass email without a proper tool, otherwise, you’ll look like spam. Use a tool to help customize the message;

Do not write long emails. Make sure you cover the important topics in a concise manner;

Adding emoticons in the first email you send someone is not good for business, even if the person is nice and you’ve met. Keep it professional.

List of Introduction Email Templates - Sales, Business, Self-Introduction

There are a few different introductory email templates that we are going to explore:

Business Introduction

Self introduction: sales purposes, self introduction: new job , self introduction: new role.

New Point of Contact

Our goal is to inspire you to create your own based on best practices. Check out the templates:

The first type we’re going to discuss is the business introduction email template, which is about introducing a service or product. This one might be a little bit longer, as it is necessary to introduce yourself plus the company and its service. 

The company introduction email template is more about selling the company itself and making yourself available for further details. Check out a few examples:

The self-introduction email template is particularly good for Sales Development Representatives, as they are usually the first touchpoint during the sales process. It’s important to point out that the emails below were created based on the categories mentioned in the “what’s an introduction email” section.

You are a new employee and need to introduce yourself to a team as a colleague. In this case, you can be more casual and show your personality, make yourself available and show them you want to be a cooperative colleague.

You’re a new manager or team leader and you need to make a good impression, so this is an exception and it can be a bit longer.

New Point of Contact 

How to introduce someone else as the new account manager or PoC

You’re the new PoC and need to introduce yourself to a client.

Self-introduction email subject line examples

This might be the hardest question when it comes to emailing writing: how to write a subject line with only a few words that will convince the recipient to open the email?

The best way to do it is by thinking of the subject line as the handshake: it has to be strong, brief and confident. It’s proven that the subject line has a direct impact on the average email open rate , so take your time to think about them.

Image Source: FreePix

Aspects of a good introduction subject line:

It’s short

Personalized with the recipient's name

Straight to the point

Clear about the reason you are reaching out

Conclusion about introduction messages

Communicating is crucial for a business deal or personal networking and it is a good idea to keep an eye for every message you send. Think about ways to improve communication towards getting responses from people.

Just like everything in life, good writing can be achieved with practice and also by using methods that have already been tested and that the market knows of.

Here is a recap of the most important points:

Make sure to review the template you create

Be straight to the point

Use proper grammar and spelling

Make it professional

Don’t overshare

Remember to follow up on your introduction message, as some people are usually busy and receive a lot of emails on a daily basis.

We hope you enjoy creating a content strategy for introduction emails!

We are the leading marketing automation platform serving more than 100,000 businesses daily. We operate in 3 countries, based in San Francisco, New York, Paris & London.

CONTINUE READING..

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Send newsletter or sales emails with automatic follow ups.

• Create unlimited campaigns and connect unlimited senders.
• Warm up feature to increase your deliverability.
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• Send events to your CRM such as opens, clicks and replies.
• Generate more sales meeting with automatic follow ups.

Whole product Extract B2B emails from B2B social media

Extract emails and contact from B2B social media. Find new leads in one click and create targeted lists.

• Create unlimted lists, filter by country, industry, size and job title.
• Hyper targeted lead generation.
• Generate B2B and B2C lists in one click.
• Super fast emails generation.
• Send leads to your CRM or other software.

Whole product API to prevent fake emails registration on your service

Each time someone registers to your service, ping this API to verify if the email is correct.

• Verify if an email exists to prevent fake emails.
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• Instant email verification.
• Send collected data to your CRM or other software.

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The perfect product to generate high quality leads from B2B to B2C.

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• Inspiration

23 presentation examples that really work (plus templates!)

• 30 Mar 2023

To help you in your quest for presentation greatness, we’ve gathered 23 of the best business presentation examples out there. These hand-picked ideas range from business PowerPoint presentations, to recruitment presentations, and everything in between.

As a bonus, several of our examples include editable video presentation templates from  Biteable .

Biteable allows anyone to create great video presentations — no previous video-making skills required. The easy-to-use platform has hundreds of brandable templates and video scenes designed with a business audience in mind. A video made with Biteable is just what you need to add that wow factor and make an impact on your audience.

Create videos that drive action

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Video presentation examples

Video presentations are our specialty at Biteable. We love them because they’re the most visually appealing and memorable way to communicate.

1. Animated characters

Our first presentation example is a business explainer from Biteable that uses animated characters. The friendly and modern style makes this the perfect presentation for engaging your audience.

Bonus template:  Need a business video presentation that reflects the beautiful diversity of your customers or team? Use  Biteable’s workplace scenes . You can change the skin tone and hair color for any of the animated characters.

2. Conference video

Videos are also ideal solutions for events (e.g. trade shows) where they can be looped to play constantly while you attend to more important things like talking to people and handing out free cheese samples.

For this event presentation sample below, we used bright colours, stock footage, and messaging that reflects the brand and values of the company. All these elements work together to draw the attention of passers-by.

For a huge selection of video presentation templates, take a look at our  template gallery .

Business PowerPoint presentation examples

Striking fear into the hearts of the workplace since 1987, PowerPoint is synonymous with bland, boring presentations that feel more like an endurance test than a learning opportunity. But it doesn’t have to be that way. Check out these anything-but-boring business PowerPoint presentation examples.

3. Design pointers

This PowerPoint presentation takes a tongue-in-cheek look at how the speakers and users of PowerPoint are the problem, not the software itself.

Even at a hefty 61 slides, the vintage theme, appealing colors, and engaging content keep the viewer interested. It delivers useful and actionable tips on creating a better experience for your audience.

Pixar, as you’d expect, redefines the meaning of PowerPoint in their “22 Rules for Phenomenal Storytelling”. The character silhouettes are instantly recognizable and tie firmly to the Pixar brand. The bright colour palettes are carefully chosen to highlight the content of each slide.

This presentation is a good length, delivering one message per slide, making it easy for an audience to take notes and retain the information.

Google slides examples

If you’re in business, chances are you’ll have come across  slide decks . Much like a deck of cards, each slide plays a key part in the overall ‘deck’, creating a well-rounded presentation.

If you need to inform your team, present findings, or outline a new strategy, slides are one of the most effective ways to do this.

Google Slides is one of the best ways to create a slide deck right now. It’s easy to use and has built-in design tools that integrate with Adobe, Lucidchart, and more. The best part — it’s free!

5. Teacher education

Here’s a slide deck that was created to educate teachers on how to use Google Slides effectively in a classroom. At first glance it seems stuffy and businessy, but if you look closer it’s apparent the creator knows his audience well, throwing in some teacher-friendly content that’s bound to get a smile.

The slides give walkthrough screenshots and practical advice on the different ways teachers can use the software to make their lives that little bit easier and educate their students at the same time.

6. Charity awareness raiser

This next Google slide deck is designed to raise awareness for an animal shelter. It has simple, clear messaging, and makes use of the furry friends it rescues to tug on heartstrings and encourage donations and adoptions from its audience.

Pro tip: Creating a presentation is exciting but also a little daunting. It’s easy to feel overwhelmed — especially if the success of your business or nonprofit depends on it.

Prezi presentation examples

If you haven’t come across  Prezi , it’s a great alternative to using static slides. Sitting somewhere between slides and a video presentation, it allows you to import other content and add motion to create a more engaging viewer experience.

7. Red Bull event recap

This Prezi was created to document the Red Bull stratosphere freefall stunt a few years ago. It neatly captures all the things that Prezi is capable of, including video inserts and the zoom effect, which gives an animated, almost 3D effect to what would otherwise be still images.  

Prezi has annual awards for the best examples of presentations over the year. This next example is one of the 2018 winners. It was made to highlight a new Logitech tool.

8. Logitech Spotlight launch

What stands out here are the juicy colors, bold imagery, and the way the designer has used Prezi to its full extent, including rotations, panning, fades, and a full zoom out to finish the presentation.

Sales presentation examples

If you’re stuck for ideas for your sales presentation, step right this way and check out this video template we made for you.

9. Sales enablement video presentation

In today’s fast-paced sales environment, you need a way to make your sales enablement presentations memorable and engaging for busy reps.  Sales enablement videos  are just the ticket. Use this video presentation template the next time you need to present on your metrics.

10. Zuroa sales deck

If you’re after a sales deck, you can’t go past this example from Zuora. What makes it great? It begins by introducing the worldwide shift in the way consumers are shopping. It’s a global phenomenon, and something we can all relate to.

It then weaves a compelling story about how the subscription model is changing the face of daily life for everyone. Metrics and testimonials from well-known CEOs and executives are included for some slamming social proof to boost the sales message.

Pitch presentation examples

Pitch decks are used to give an overview of business plans, and are usually presented during meetings with customers, investors, or potential partners.

11. Uber pitch deck

This is Uber’s original pitch deck, which (apart from looking a teensy bit dated) gives an excellent overview of their business model and clearly shows how they intended to disrupt a traditional industry and provide a better service to people. Right now, you’re probably very grateful that this pitch presentation was a winner.

You can make your own pitch deck with Biteable, or start with one of our  video templates  to make something a little more memorable.

12. Video pitch template

This video pitch presentation clearly speaks to the pains of everyone who needs to commute and find parking. It then provides the solution with its app that makes parking a breeze.

The video also introduces the key team members, their business strategy, and what they’re hoping to raise in funding. It’s a simple, clear pitch that positions the company as a key solution to a growing, worldwide problem. It’s compelling and convincing, as a good presentation should be.

13. Fyre Festival pitch deck

The most epic example of a recent pitch deck is this one for Fyre Festival – the greatest event that never happened. Marvel at its persuasion, gasp at the opportunity of being part of the cultural experience of the decade, cringe as everything goes from bad to worse.

Despite the very public outcome, this is a masterclass in how to create hype and get funding with your pitch deck using beautiful imagery, beautiful people, and beautiful promises of riches and fame.

Business presentation examples

Need to get the right message out to the right people? Business presentations can do a lot of the heavy lifting for you.

Simply press play and let your video do the talking. No fumbling your words and sweating buckets in front of those potential clients, just you being cool as a cucumber while your presentation does the talking.

Check out two of our popular templates that you can use as a starting point for your own presentations. While they’re business-minded, they’re definitely not boring.

14. Business intro template

Modern graphics, animations, and upbeat soundtracks keep your prospects engaged as they learn about your business, your team, your values, and how you can help them.

15. Business explainer template

Research presentation examples.

When you’re giving a more technical presentation such as research findings, you need to strike the perfect balance between informing your audience and making sure they stay awake.

As a rule, slides are more effective for research presentations, as they are used to support the speaker’s knowledge rather can capture every small detail on screen.

With often dry, complex, and technical subject matter, there can be a temptation for presentations to follow suit. Use images instead of walls of text, and keep things as easy to follow as possible.

16. TrackMaven research deck

TrackMaven uses their endearing mascot to lighten up this data-heavy slide deck. The graphs help to bring life to their findings, and they ensure to only have one bite-size takeaway per slide so that viewers can easily take notes.

17. Wearable tech research report

Obviously, research can get very researchy and there’s not a lot to be done about it. This slide deck below lays out a ton of in-depth information but breaks it up well with quotes, diagrams, and interesting facts to keep viewers engaged while it delivers its findings on wearable technology.

Team presentation examples

Motivating your team can be a challenge at the best of times, especially when you need to gather them together for….another presentation!

18. Team update template

We created this presentation template as an example of how to engage your team. In this case, it’s for an internal product launch. Using colorful animation and engaging pacing, this video presentation is much better than a static PowerPoint, right?

19. Officevibe collaboration explainer

This short slide deck is a presentation designed to increase awareness of the problems of a disengaged team. Bright colors and relevant images combine with facts and figures that compel viewers to click through to a download to learn more about helping their teams succeed.

Recruitment presentation examples

Recruiting the right people can be a challenge. Presentations can help display your team and your business by painting a dynamic picture of what it’s like to work with you.

Videos and animated slides let you capture the essence of your brand and workplace so the right employees can find you.

20. Company culture explainer

If you’re a recruitment agency, your challenge is to stand out from the hundreds of other agencies in the marketplace.

21. Kaizen culture

Showcasing your agency using a slide deck can give employers and employees a feel for doing business with you. Kaizen clearly displays its credentials and highlights its brand values and personality here (and also its appreciation of the coffee bean).

Explainer presentation examples

Got some explaining to do? Using an explainer video is the ideal way to showcase products that are technical, digital, or otherwise too difficult to explain with still images and text.

Explainer videos help you present the features and values of your product in an engaging way that speaks to your ideal audience and promotes your brand at the same time.

22. Product explainer template

23. lucidchart explainer.

Lucidchart does a stellar job of using explainer videos for their software. Their series of explainers-within-explainers entertains the viewer with cute imagery and an endearing brand voice. At the same time, the video is educating its audience on how to use the actual product. We (almost) guarantee you’ll have more love for spiders after watching this one.

Make a winning video presentation with Biteable

Creating a winning presentation doesn’t need to be difficult or expensive. Modern slide decks and video software make it easy for you to give compelling presentations that sell, explain, and educate without sending your audience to snooze town.

For the best online video presentation software around, check out Biteable. The intuitive platform does all the heavy lifting for you, so making a video presentation is as easy as making a PowerPoint.

Use Biteable’s brand builder to automatically fetch your company colors and logo from your website and apply them to your entire video with the click of a button. Even add a  clickable call-to-action  button to your video.

Share your business presentation anywhere with a single, trackable URL and watch your message turn into gold.

Make stunning videos with ease.

Take the struggle out of team communication.

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For companies

May 4, 2023

How to introduce yourself in an email with 14 samples and a template

Learn how to introduce yourself in an email as a new employee for a job, to clients, team, colleagues, or business partners with the help of our self-introduction email samples.

Lawrie Jones

Table of contents

Self-introduction email format

Imagine you've started a new job, and nobody knows who you are and what you do. An introduction email is an essential ice-breaker and a great way to kick off your time at a new company.

Introduction emails are essential if you're taking on a new account or working with a new contact at a business.

As well as saying hi, introduction emails are a way to clarify any details to avoid confusion or embarrassment. For example, you can share pronouns to ensure everyone understands who you are and how you want to be addressed.

Here are the essentials of the self-introduction email format ...

1. Self-introduction email subject line

The subject line for email introducing yourself is critical, as it's the first (and potentially only) thing your recipient will see.

Unless it's compelling, it'll be ignored. (Don't worry if you get no response, here's how to send a reminder email or a follow-up email .)

How do you create a great introduction email subject line? Here are a few examples:

• Introduction from <name>
• Hello from <name> at <organization>
• A quick hello
• Request to chat
• Interested in opportunities

Let's put this into practice and build an example:

2. Self-introduction email body

Your recipient has clicked the message and opened it. Start by delivering a personalized greeting with the person's name, if possible. Then get to the point and introduce yourself!

If someone has already made an intro between you and someone else, you don't necessarily need to give too many details here (and if you do, remove the CC ).

Here are some suitable opening email phrases include:

• Let me introduce myself
• First, let me introduce myself
• Please allow me to introduce myself
• I wanted to introduce myself
• I would like to introduce myself through email

We can build our example message out some more...

3. How to end an email introducing yourself

They know who you are and why you're emailing, so it's time to end. You can add contact details or another call to action (CTA). Always add a sign-off and include your signature.

Before signing off and sending your email introduction, proofread it and ensure you've included everything – including your critical contact details.

Here's the final instalment of our example to show you how it's done...

If you're struggling with formatting emails or writing professional emails, check out our other guides, including how to write professional emails .

15 email introduction examples

Constructing introduction emails should be easy if you follow the principles above.

When in doubt, you can use these professional self-introduction email examples. Remember that intro emails sent inside your company to colleagues can have some personality.

But, when communicating as a manager or externally with clients or customers, focus on being formal!

1. Self-introduction email to colleagues sample

This self-introduction email to colleagues is short and easy to understand. There's not much personality on show here, but the core of the message is there.

It's ideal to send it to an email list, for example. On the other hand, if you send this to individuals, take the time to personalize it a little (or a lot).

2. Introduce yourself to a new team email sample

The example above is a pretty anonymous email you could send to anyone. When introducing yourself to team members, it's a good idea to outline your skills and experiences.

You'll want to be positive and make a great first impression, as these are the people you'll be working with every day.

How do you do that? Check out this email to introduce yourself to a new team member example.

3. Self-introduction email sample on the first day of work

Ahh, that first day of work feeling where you don't know anyone, what you'll be doing, or even where you're sitting.

This intro email (you can also send it on Slack or another messaging tool you may use) is set-up to connect with colleagues as soon as you arrive. Don’t be a stranger!

4. Sample email to introduce yourself to someone you've never met

We all know that cold emailing can be intimidating. There's the fear of failure and rejection. But in our experience, most people are polite and cheerful (the ones worth working with, anyway!).

This sample demonstrates how to introduce yourself in an email to someone you've never met before.

5. Sample email introducing yourself as a new manager

As a manager, you're in charge of a team and need to lead from the front. You'll want to appear professional and focused but also want to show some personality and appear approachable. You're the boss, so build an email that suits your personality and style – but here are the basic building blocks.

6. How to introduce yourself in an email for a job

You must be careful when sending an email to introduce yourself for a job, as you need to hit the right tone. Be confident but not arrogant.

When planning out how to write an email introducing yourself for a job, think about what the other person is looking for. You can use the job advert for some strong ideas about what they're searching for.

Be formal, use a full name if possible, and always check it for grammar and spelling before sending, and don't forget to attach a resume . 

7. New employee self-introduction email sample

When joining a new company, it's common to send a first-time introduction email to your colleagues or your boss .

Your new employee self-introduction email may go to your department or directorate. Still, in some cases (for senior roles), it may include the entire organization. In this example, the self-introduction email is going out to a large group, so we're keeping it light on details. 

Here's a new employee self-introduction email sample that you can adapt and use on your first day at work. 

8. Self-introduction email to team

A self-introduction to a team is likely to include more specifics and details than a general email. These are the people you'll be working with daily, so it's worthwhile giving them more information. As part of your organizational induction, you'll likely meet with these people, so being as enthusiastic is encouraged.

9. Self-introduction email to client

If you're wondering how to introduce yourself in an email to clients, we're about to show you. When introducing yourself to a client, it's important to follow the established rules, express enthusiasm, and be optimistic for the future.  

We describe how to introduce yourself in an email to existing clients who have a relationship with your business and new ones you begin working with. In this self introduction email to client template, we're contacting someone to request a meeting.

10. Self-introduction email to new clients

A self-introduction email to new clients can establish a solid start to your relationship. When deciding how to introduce yourself in an email to a new client, we suggest being polite and keeping things short, giving them the initiative to continue the conversation.

11. Business email introducing yourself

A self-introduction email to business partners or potential contracts should focus on the detail and encourage them to contact you. In this example of how to introduce yourself in a business email, we provide a short and snappy intro without delving too far into the detail. 

12. Official introduction email sample

The ability to formally introduce yourself over email is necessary when writing to official figures, such as politicians or Government officials. Formally introducing yourself in an email is a more acceptable form of correspondence than a phone call and more immediate than sending a letter.

In this example of how to introduce yourself formally in an email, we provide a standard format and template for you to follow before you make your request .

13. Professional self-introduction email sample

Writing a professional introduction email is an essential skill for anyone who is employed. When deciding how to professionally introduce yourself in an email, we recommend following the rules and conventions of formal writing.

In this example of how to write a professional email to introduce yourself, we give you a pretty standard approach. 

14. Personal introduction email

In this personal introduction email, we strike a friendlier and more casual tone. Of course, it's entirely up to you whether you want to be this informal.

Still, in certain situations, it can be appropriate. For example, if a colleague or a friend has introduced you to someone already, just say thanks and keep it casual.

Here's one example of an informal personal introduction email.

Checklist for introducing yourself in an email:

By now, you should understand how to put together great introduction emails. If you need a reminder of the essentials, here's a checklist for introducing yourself in an email.

• Use a clear and concise subject line
• Start with a friendly greeting
• Introduce yourself and explain the purpose of your email
• Briefly describe your professional background and skills (optional)
• Mention any relevant qualifications or certifications (optional)
• End with a call-to-action or request for further communication (it's optional but definitely worth considering).
• Proofread and edit your email before sending

Self-introduction email template

The samples above are an essential primer, but you can use the template below as the basis for building your own introduction emails.

Work through the template from top to bottom and fill in the gaps. The customizable template can be cut, pasted, and adapted for almost an purpose.

Pssst. Here's a secret. You can use Flowrite to supercharge your self-introductions. Test it out here:

‍ Flowrite is an AI writing tool that turns your instructions into ready-to-send emails and messages. If you're still struggling to find the right words for introducing yourself by email, Flowrite can help you get started and offer some inspiration.

The next time you need to write a self introduction email just keep our samples in mind or pick up Flowrite to introduce yourself with confidence.

Let me introduce the conclusion…

It's been a pleasure guiding you through the fundamentals of creating engaging introduction emails.

The important thing is to ensure you stick to the structure and include all the information required. There's no need to be creative.

Just cut straight to the point and say who you are and why you're messaging — it's the ideal introduction.

Supercharge your communication with Flowrite

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7 Email Banner Examples I Love (For Your Inspiration)

Published: March 04, 2024

Last week, I was drinking coffee when an email from Adidas popped up.

At the top, I could see my 9,000+ loyalty points displayed prominently in the banner, along with an offer that immediately caught my attention: a 30% discount on my next purchase if I redeemed those points.

I quickly forgot my initial plan for a quiet coffee and was intrigued and excited by the potential savings. Points I’d accumulated from previous purchases, which I hadn’t thought much about, now seemed like gold.

That’s precisely what an impactful email banner does. It tempts you and turns a routine email check into an exciting shopping spree.

Here, I’ll share what an email banner needs to include to have that effect and highlight seven of my favorite email banners that haven’t only caught my eye and compelled me to take action.

What is an email banner?

A banner is a visual element at the top of an email that complements the marketing copy.

A banner is a great way to immediately set the tone for the message’s content and to create a lasting visual impression in the recipient’s mind.

Here’s what that exciting email banner from Adidas looked like:

A Beginner's Guide to Email Marketing

How to execute and measure successful email marketing campaigns

• Growing an email list.
• Remaining CAN-SPAM compliant.
• Using email automation.
• Segmenting your audience.

You're all set!

Click this link to access this resource at any time.

The Best Email Banners

I’ve shared some examples and fundamental elements of email banners earlier, but how do you bring these together?

In this section, I’ll share seven of my favorite email banners that are unique in their way and will get your creative juices flowing:

1. Hootsuite

I love Hootsuite’s email banner. The tagline, “Get this deal before she melts away!!” adds personality and character to the email. This creative touch made the email memorable; I remember it even days later.

The brand also stuck to its brand guidelines with consistent colors and fonts. While the message is fun, it’s still unmistakably Hootsuite. This consistency reinforces brand identity in my head and cements these colors’ association with Hootsuite.

What I like : An orange-ish red for the CTA button was strategic. Research shows that red tones convey urgency and importance, encouraging me to click through. The color choice also fits within Hootsuite’s brand guidelines.

2. Old Navy

Old Navy’s email banner did a great job of making me feel like a loyal customer. I learned about an offer with the tagline “get FREE shipping on $50+ orders” and how it integrates personalized elements to improve my shopping experience.

Links to categories such as women, men, and gifts also make it easy for me to shift my focus to the website.

What caught my eye was how the banner summarized my rewards and points and even included my name. This personalization makes the shopping experience convenient and relevant by giving me a snapshot of where I stand.

What I like : The banner creatively uses space to combine several elements (offers, navigation, and personalization) without overwhelming me. It’s this balance between information and design that gets the message across.

3. Amazon Business

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How to price sponsored posts as a college athlete and more NIL takeaways from an influencer-marketing presentation

• Rachel Maeng Brown is a former NCAA rower who now works with student-athletes at her firm Gen Agency.
• The agency has provided NIL education and consulting to college athletes, collectives, and schools.
• Brown shared a presentation with five strategies to help athletes price and negotiate brand deals.

Knowing your worth is a struggle many college athletes face now that they can make money from their name, image, and likeness, known as NIL.

To help athletes understand their value, influencer-marketing-and-production company Gen Agency has been educating and consulting college athletes on NIL.

"Our big focus is creating a sustainable NIL marketplace at each university," Rachel Maeng Brown, the founder and CEO of Gen agency, told Business Insider.

Brown, a former NCAA rower, said the NIL side of Gen Agency educates universities to help them build curriculums. The agency also offers athletes on-site and virtual workshops about NIL marketing.

In April, Gen Agency hosted its first NIL-educational summit for University of Michigan influencers in partnership with Reach , a student-driven organization helping content creators grow their platforms and connect with brands. The presentation, which was shared with BI, covered how athletes can understand their audience, price sponsored content, post properly on social media, and protect themselves with a contract.

The summit also featured a panel of guest speakers, including former NFL player Isaiah Johnson . Johnson told BI that social-media followers and engagement are more important to brands who work with athletes than on-field performance.

"Followers, everyone wants to know how many people are following you and then two, just how genuine you are," he said. "If you are genuinely using a product, this could be a wonderful fit."

Johnson said athletes with the best media presence are natural and real with their followers. He said sports fans love behind-the-scenes footage they can not get from somewhere else, like athletes' day-in-the-life videos.

Here are five key slides from Gen Agency's NIL presentation on how athletes can brand themselves and negotiate fair pay:

Learn about your audience

Brown said knowing your target audience is key to working with brands. It helps companies understand who they can reach by recruiting you. 

During the summit, Brown showed athletes where to find key stats on their Instagram audiences, including follower count and growth, location, age, and gender.

A formula athletes can use to estimate the price of a brand deal

The presentation offered a formula student-athletes can use to calculate how much to charge brands for a sponsored post. It's based on a $10 CPM, which refers to the cost per every 1,000 impressions, though CPMs can vary.

To calculate what to charge per post, take the average number of views over the last 30 days and divide it by 1,000. Then take that figure and multiply it by the CPM.

Using that math, an athlete with 600,000 average views over the last days would charge $6,000 per post, based on a $10 CPM, per the presentation's example.

Know your copyright rules

Athletes, like other influencers, need to comply with brand, platform, and regulatory guidelines for social-media posts and ads, such as copyright rules and what kind of content is permitted on a platform.

Student-athletes also need to abide by NCAA rules because posting inappropriate content can result in losing scholarships, eligibility, and future career opportunities, according to the NCAA .

Brown said college athletes should also exercise caution and not include other brands or anything illegal in a sponsored post. She advised double-checking the spelling before posting, too.

Dos and don'ts for sponsored posts

The agency also emphasized the importance of double-checking disclosures for paid ads, partnerships, and more so athletes do not have to delete or redo sponsored videos.

"This is really important to student-athletes as well as smaller influencers because a lot of brands will try to bully them," said Brown, "to say, 'You don't need to put hashtag. You don't need to disclose that we're sponsored.' But it's actually illegal across social media."

She said failing to disclose a sponsored post could result in an athlete's account being banned or messing up their average views and algorithm.

Things to know about payment

Brown also talked about contracts and W-9s, which are tax forms for independent contractors. The presentation emphasized in capital letters that athletes need a contract to make sure they get paid for their work.

They should also be mindful of terms such as "usage" and "ownership" because it could mean their videos could be posted on any social-media channel or site.

Brown said brands are not going to protect the athletes, so they need to look out for themselves.

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