Email outreach and CRM for web design agencies
Most web design work comes from referrals, which is great until it isn't. A steady, polite outreach routine to local businesses with dated or slow websites fills the gaps between referrals.
Who you're usually writing to
Owners of restaurants, clinics, trades and retail shops whose website is slow, hard to use on a phone, or hasn't been touched in years.
Sound familiar?
- Prospects and quotes live in a spreadsheet, a notes app and your inbox at the same time.
- Follow-ups slip because client work always feels more urgent.
- Cold email tools feel built for big sales teams, not a two-person studio.
An outreach routine that works for web design agencies
Lead with one specific observation
Open with something you noticed on their site (it doesn't load well on a phone, the menu is a PDF, the booking link is broken). Specific beats clever.
Offer a small, free first step
A five-minute video review or a one-page audit is easier to say yes to than a call.
Keep the deal visible
Move each conversation through the pipeline (replied, call booked, proposal sent) so nothing waits on your memory.
Example first email
An example to adapt, not a script. Words in {{double braces}} are filled in for each contact, with the fallback after the bar.
Subject: Quick note about {{company | your website}}
Hi {{first_name | there}},
I was looking at {{company | your site}} on my phone and noticed the menu opens as a PDF, which is hard to read on a small screen.
I run a small web studio here in town. If it's useful, I can record a short video showing two or three quick fixes. No cost, and no call needed.
Would that be helpful?Follow-up, a few days later
Hi {{first_name | there}}, just bumping this in case it got buried. Happy to send that short video if it'd help.
Tips
- Send from your own business address so replies land in your normal inbox.
- Keep the first email under 120 words with one question at the end.
- Stop after two or three follow-ups; Reach stops automatically when someone replies.
How Montegra Reach fits in
Keep your contacts in one place, send short sequences from your own mailbox at sensible hours, see every reply in one inbox and move deals through a simple pipeline. The AI can draft emails and replies from a sentence, using only what you tell it about your business. $0 for 30 days, then from $49 CAD a month.
Start freeGuides
- How to write a cold email people actually reply to
- How many follow-up emails to send (and when)
- CASL and cold email in Canada: a plain-language guide
- CAN-SPAM checklist for B2B email