Writing a Great Introductory Message to Leads

The introductory message is your first point of contact with a prospective client (lead) and sets the tone for your entire working relationship. A well-crafted introduction increases the likelihood of closing leads, reduces unresponsiveness, and builds trust for a smoother engagement.

Why is the intro message important?

A strong first impression can:

• Increase the number of leads you successfully close

• Reduce instances of clients ghosting or going unresponsive

• Accelerate project kickoff and conversion

• Establish trust, making future issues easier to resolve

How do I write a great introductory message?

1. Tailor your message

   • Storetasker provides a pre-populated template for your message, but it is generic. Use it as a starting point, not a final message.

   • Adjust your message to fit the specific lead, their request, and the information provided in their brief.

2. Introduce yourself clearly

   • Explain who you are and why you are a great fit for the client’s request.

   • Highlight relevant skills, experience, or past projects that demonstrate your capability.

3. Respond to the client’s request

   • Read the lead’s request carefully and address any immediate questions or concerns.

   • Personalization and attention to detail builds trust from the start.

4. Provide clear next steps

   • Indicate what you will do next to move the project forward.

   • Suggest a meeting or call if appropriate; direct communication is often the fastest way to close a lead.

5. Build trust with the client

   • Use your message to create confidence that they have matched with the right expert.

   • Avoid unnecessary asks or requests in your first message, such as partner access, unless absolutely required.

6. Avoid discussing pricing initially

   • Focus your first message on introduction, trust-building, and outlining next steps.

   • Detailed pricing discussions can occur later once the client is engaged.

Tools to help craft your message

• Lead Request Panel: On the message draft page, the lead’s request is displayed to guide your message.

• Template Message: Pre-populated template available in the system to serve as a baseline structure.

Key Tips for Success

• Read and understand the client’s brief before drafting a message.

• Personalize every message to the client’s specific needs.

• Keep the focus on establishing rapport and trust in the first contact.

• Reserve logistical or technical requests for subsequent messages once trust is established.