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Plan a polite follow-up sequence

A 90-minute lesson in which learners plan three or four B2B follow-up emails after a first contact: timing, a new angle in each step, threads and subject lines, the polite last email, when to stop and how to respect a "no". With worksheet and model solutions.

Lesson plan1 h 30 minBachelor +3CC BY 4.0

What you will learn

  • Explain why one polite follow-up is normal and when following up becomes pushy
  • Plan a sequence of three or four steps with timing and a new angle for each
  • Decide when to reply in the same thread and when to start a new subject line
  • Write a polite last email and stop as soon as a person replies or says no

Before you start: Learners have read or written a first-contact email, for example with the anatomy of a B2B cold email.

Overview

A first email often gets no reply. That does not always mean "no": the reader may be busy, on holiday, not the right person, or may simply not have seen it. A follow-up is a later email that refers back to the first one. Done well, it is helpful; done badly, it is nagging.

In this lesson, learners plan a short sequence for a fictional travel agency, write one follow-up in full and decide what to do with five different replies.

  • Level: upper secondary, vocational, bachelor and continuing education; works in business English classes from about B1.

  • Time: 90 minutes.

  • Learners do: sort follow-up lines, plan a sequence on a grid, write one email, give peer feedback, decide how to react to replies.

  • Outcome: a planned sequence of three or four steps and one finished follow-up email per pair.

Key terms

  • Sequence: a planned series of emails to one person, sent with pauses in between, which stops as soon as the person replies.

  • Step: one email in the sequence.

  • Thread: emails that belong together and show as one conversation. A reply in the thread keeps the subject (with "Re:") and the earlier email below.

  • Angle: the idea an email is built on, such as an example, a useful document or a different question.

  • Last email: the final, friendly message that closes the sequence and leaves the door open. Some people call it a "break-up email".

  • Opt-out: the person says they do not want any more emails.

Materials

  • The scenario and the first email below, on screen or printed.

  • The worksheet (tasks 1 to 5), printed or on screen.

  • The phrase bank.

  • Optional for homework: the follow-up email trainer.

Running the lesson

90 min
  1. 10 min

    Warm-up. Show the first email from Margie's Travel. There has been no reply for a week. Ask: what could the reasons be? Collect them on the board.

  2. 15 min

    Input. Go through the five rules of a polite sequence with the table below. Ask for an example of a follow-up that annoyed someone in the class.

  3. 10 min

    Task 1. Pairs sort follow-up lines into "adds something new" and "adds nothing", then compare with another pair.

  4. 25 min

    Tasks 2 and 3. Pairs plan a sequence of three or four steps on the planning grid and write step 2 in full.

  5. 15 min

    Task 4. Two pairs swap their plans and emails and give feedback with the peer check.

  6. 10 min

    Task 5. Whole class: what do you do with five different replies? Discuss "not now" and "no" in particular.

  7. 5 min

    Wrap-up. Exit question and homework.

The scenario

All companies, people and figures are invented for teaching.

Margie's Travel is a business travel agency in Manchester. Priya Shah, an account manager, has read a job advert from Lamna Healthcare, a home care provider. It says care coordinators "travel regularly between our Manchester, Leeds and Bristol offices", and the company's news page says the Leeds and Bristol offices opened this autumn. Lamna's website lists Daniel Okafor as operations manager, with his email address. Lamna Healthcare is a limited company in the UK, where an email like this may be sent to a company if the sender says who they are and offers a way to opt out (an overview, not legal advice).

Priya sent this email on Tuesday, 3 November 2026. There has been no reply.

Priya Shah

priya.shah@margiestravel.example

Travel between your three offices

Hi Mr Okafor, I saw in your job advert that Lamna's care coordinators now travel between Manchester, Leeds and Bristol. Congratulations on the two new offices. When a team starts travelling regularly, bookings and expense claims quickly pile up. We book train travel and hotels for 12 care and health providers in the North West, with one booking form for staff and one invoice a month for finance. Would a one-page overview of how this works be useful to you? Best regards, Priya Shah Account Manager, Margie's Travel Unit 2, Canal Yard, Manchester 0161 496 0000 If this is not relevant, just reply "no" and I will not write again.

The five rules of a polite sequence

Rule

What it means

Example

1. Leave room to breathe

As a rough illustration: step 2 after three to five working days, step 3 about a week later, the last email one to two weeks after that. Adjust to the reader: no follow-up in the week between Christmas and New Year.

Not: three emails in three days

2. A new angle in every step

Each follow-up adds something: a short example, a useful document, a different question, a simpler ask.

Not: "Just checking in"

3. Thread or new subject

Reply in the same thread for the next one or two steps, so the reader sees the context. Start a new subject when the angle changes a lot or after a long pause.

Never put "Re:" on an email that was not a reply

4. A polite last email

Short, friendly, no guilt and no sarcasm. Say this is your last email and leave the door open.

Not: "I guess you are not interested"

5. Stop at the right moment

Stop as soon as the person replies, opts out or the email bounces, and after the last step. A "no" is final.

Not: a "no" followed by another offer

A reply in your own thread is honest: there really is an earlier email. A fake "Re:" on a first email is not, and in the US it can break the rule against deceptive subject lines in the CAN-SPAM Act (FTC guide).

When the sequence stops

What happens

What you do

Any reply: yes, no or a question

Stop the sequence and answer personally

"No" or "please remove me"

Stop at once, confirm in one line if you like, record the opt-out, never send marketing emails to this person again

"Not now, try me in March"

Stop, confirm the time, set a reminder for March

An out-of-office reply

Pause until the person is back; it is not a reply

A bounce (the email could not be delivered)

Stop, check the address; do not guess other addresses

"I am the wrong person, ask Sarah"

Stop, thank them, write to Sarah and say truthfully who suggested it

"Where did you get my address?"

Answer honestly and name the source

No reply after the last step

Stop, note the result, do not start again soon

The law backs this up. An overview, not legal advice: under the GDPR, Article 21, a person can object to direct marketing at any time, and under Article 15 they can ask what data you hold about them and where it came from. In the US, CAN-SPAM requires opt-outs to be honoured within 10 business days. In Germany, § 7 UWG generally requires prior consent for advertising emails in the first place, so a cold sequence would not be sent there without it (cold email and the law).

Step by step

  1. Warm-up (10 min). Project the first email. Ask: "Daniel has not replied for a week. Why might that be?" Expected answers: busy, on holiday, did not see it, not the right person, not interested, the email landed in spam. Point out that only one of these means "no".

  2. Input (15 min). Go through the five rules and the "when to stop" table. Ask the class which rule they think is broken most often. Ask what makes "just checking in" annoying: it asks the reader to do work (go back and read the first email) and gives nothing in return.

  3. Task 1 (10 min). Pairs do the sorting task. Discuss the line "I am following up on my previous message": polite, but it adds nothing.

  4. Tasks 2 and 3 (25 min). Pairs fill in the planning grid for steps 2 to 4 (step 1 is given), then write step 2 in full. Walk round and ask each pair: "What is new in this step?"

  5. Task 4 (15 min). Pairs swap and use the peer check. Each pair gives one thing that works and one thing to change.

  6. Task 5 (10 min). Go through the five replies together. Spend most time on "not now" (agree a time, ask permission) and on "no" (stop, no last attempt).

  7. Wrap-up (5 min). Exit question: "Name two moments when a sequence must stop at once." Set the homework.

Worksheet

Task 1: adds something new, or adds nothing?

Each line is the start of a follow-up to Daniel Okafor.

Sort into groups

Does the follow-up add something new?

Adds something new

Adds nothing

Task 2: plan the sequence

Fill in steps 2 to 4. Step 1 is the email above.

Step

Send on

Same thread or new subject?

New angle

The one ask

Max. words

1

Tue 3 Nov

New

New offices, one form and one invoice

One-page overview?

125

2

3

4 (last)

Task 3: write step 2

Write step 2 in full: 30 to 80 words, one new angle, one question, your signature and the opt-out line.

Task 4: peer check

Checklist

Peer check for a follow-up sequence

0 of 7

Task 5: what do you do?

Decide what Priya should do after each reply, and write the first sentence of her answer where one is needed.

  1. "Thanks, but we already work with a travel agency."

  2. "Not now, we are still settling in. Maybe in March."

  3. An automatic reply: "I am out of the office until 16 November."

  4. "Please take me off your list."

  5. "Who gave you my email address?"

Differentiation

Easier.

  • Give the angles on cards (an example from a similar customer, a template to send, the right-person question, the last email). Learners only put them in order and add dates.

  • Learners write step 2 with the phrase bank, 30 to 50 words.

  • Task 5 as a matching task: each reply goes with one action from the "when to stop" table.

Harder.

  • Plan a branch: what happens after a "not now" reply in step 2? Write that answer too.

  • Plan a second sequence for Lamna's finance manager, with different angles (invoices, cost control).

  • Justify the timing: why these gaps for this reader? What would change for a school, which has holidays?

  • Compare the plan with the law in Germany and explain why it would not be sent there without consent.

Phrase bank

Purpose

Phrases

Link to the first email

A short addition to my email from last week: ... / One more idea since I last wrote: ...

Add an example

One provider we work with... / A team of a similar size...

Offer something

Would it help if I sent...? / I have a one-page... Shall I send it?

Ask for the right person

Is someone else responsible for...? / Who would be the best person to ask about...?

Last email

This is my last email on this topic. / I will leave it here. / If the timing changes, just reply to this email.

Accept a "no"

Thank you for letting me know. I will not contact you again.

Accept a "not now"

Thanks, that makes sense. Shall I get back to you in early March?

Homework

Write the last email of your plan (at most 60 words) and an answer to the reply "Not now, maybe in March". Or do the follow-up email trainer, which checks both emails as you type.

Solutions

Task 1: answers

Adds something new: the example with one invoice a month, the policy template, the question about finance, the booking line for last-minute changes, the idea of one booking form.

Adds nothing: "Just checking in", "Bumping this", "Did you see my last email?", "I am following up on my previous message", "I wanted to make sure you saw this".

"I am following up on my previous message" is polite, but on its own it only asks the reader to go back and read the first email. It becomes fine when a new angle follows straight after it.

Task 2: a model plan

Step

Send on

Same thread or new subject?

New angle

The one ask

Max. words

1

Tue 3 Nov

New

New offices, one form and one invoice

One-page overview?

125

2

Mon 9 Nov

Same thread

Example: a provider that went from 200 receipts to one invoice

Useful for Lamna too?

80

3

Tue 17 Nov

New subject

A travel policy template for care teams

Shall I send it?

80

4 (last)

Tue 1 Dec

Same thread as step 3

Closes the loop, leaves the door open

None needed, or "just reply if the timing changes"

60

Other plans are fine if every step has a new angle, the gaps grow, and the plan ends with a polite last email. Step 3 starts a new subject because the angle is new and useful on its own; replying in the first thread would also be acceptable.

Task 3 and the rest of the sequence: model emails

Priya Shah

priya.shah@margiestravel.example

Re: Travel between your three offices

Hi Mr Okafor, One more idea since my last email. A care provider we work with used to receive about 200 train and hotel receipts a month from its coordinators. Now staff book through one form, and finance gets one invoice. Would something like that be useful for Lamna too? Best regards, Priya Shah Margie's Travel, Unit 2, Canal Yard, Manchester If this is not relevant, just reply "no" and I will not write again.

Priya Shah

priya.shah@margiestravel.example

A travel policy template for care teams

Hi Mr Okafor, Teams that start travelling between offices often need a simple travel policy: who books, which class, how late changes work. We wrote a one-page template for care providers that you are welcome to use, whether or not we ever work together. Shall I send it to you? Best regards, Priya Shah Margie's Travel, Unit 2, Canal Yard, Manchester If this is not relevant, just reply "no" and I will not write again.

Priya Shah

priya.shah@margiestravel.example

Re: A travel policy template for care teams

Hi Mr Okafor, I have not heard back, so I will leave it here and not write again about this. If staff travel between your offices becomes a topic later, just reply to this email and I will be glad to help. All the best with the new offices. Priya Shah Margie's Travel, Unit 2, Canal Yard, Manchester

The last email has no question and no opt-out line: it already promises not to write again, and Priya has to keep that promise.

Task 5: answers
  1. "We already work with a travel agency." Stop the sequence. Thank him and accept it: "Thank you for letting me know, that makes sense." Asking once whether he would like to hear from you if anything changes is acceptable; arguing is not.

  2. "Not now, maybe in March." Stop the sequence. Confirm and ask permission: "Thanks, that makes sense. Shall I get back to you in early March?" If he says yes, set a reminder.

  3. Out of office until 16 November. Not a reply. Pause and send the next step a few days after he is back.

  4. "Please take me off your list." Stop at once and record the opt-out, so that no colleague or tool writes to him again. A one-line confirmation is fine: "Done, you will not hear from us again. Sorry for the trouble." No last offer.

  5. "Who gave you my email address?" Answer honestly and specifically: "I found your name and email address on the team page of Lamna's website." In the EU and UK, people also have a right to know the source of their data (GDPR and UK GDPR, Articles 14 and 15). If you cannot say where an address came from, you should not be using it.

Exit question: model answer

Any two of: when the person replies (with anything), when they say no or ask to be removed, when the email bounces, after the last planned step.

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