SMS Templates for Marketing Agencies

Marketing Agencies often use SMS as a key communication channel because it supports fast, two-way conversations that people tend to read and reply to quickly. For teams working with SaaS companies across sales and support, texting fits practical moments like new lead responses, trial check-ins, follow-ups, and renewal nudges. This collection provides ready-to-use SMS templates as clear starting points for timely, human outreach across the customer lifecycle.

New Lead Response

Marketing agencies often face a brief window right after an inquiry when interest is highest. SMS works well here because it reaches people quickly and fits a simple reply. The goal is fast engagement and conversion by confirming details, setting expectations, and prompting a next-step response.

Template 1:

Hi [First Name], thanks for reaching out to [Company Name] about [Service Name]. Are you looking for help with [Use Case], or should I send a few times to talk?

Template 2:

Hey [First Name], it’s [Rep Name] from [Company Name] following up on your note. Want me to share a quick overview and next steps, or would you rather book a time here: [Scheduling Link]?

Discovery Call Scheduling

Marketing Agencies can use SMS when a lead requests time options and attention is still fresh. SMS is effective because it reaches prospects quickly and supports short, low-effort replies. The goal is prompt engagement and follow-through by confirming availability, capturing key details, and reducing no-shows.

Template 1:

Hi [First Name], this is [Rep Name] at [Company Name]. Do you have 2-3 times that work for a quick discovery call, or should I send a [Scheduling Link]?

Template 2:

Hey [First Name], confirming our discovery call for [Date] at [Time] with [Company Name]. Still good on your end, and what [Use Case] should we focus on?

Proposal Follow-Ups

When a proposal is sent and the recipient's attention is still present, SMS offers a direct way to prompt a response. Its immediacy supports timely replies, helping marketing agencies secure interest, clarify questions, and move prospects toward a decision efficiently.

Template 1:

Hi [First Name], it’s [Rep Name] from [Company Name] checking in on the proposal for [Service Name]. Any questions I can help with, or would you like me to resend the [Link]?

Template 2:

Hey [First Name], did you get a chance to review the [Company Name] proposal for [Campaign Name]? Reply with 1-looks good, 2-have questions, or 3-need more time.

Client Onboarding Messages

After a client agrees to start, marketing agencies can use SMS to confirm onboarding steps and share essential information. SMS is effective for its immediacy and simplicity, supporting quick responses and helping maintain momentum as clients move through the initial process.

Template 1:

Hi [First Name], excited to get started with [Company Name]. Can you confirm the best [Email] for access and a good time for a quick kickoff call: [Scheduling Link]?

Template 2:

Hey [First Name], here are your onboarding next-steps for [Service Name]: complete the intake form [Link] and share any brand assets you have. Want me to send a simple checklist to reply to?

Campaign Status Updates

When campaign progress needs to be communicated, SMS provides a direct channel for timely updates. Its concise format encourages quick reading and responses, supporting marketing agencies in maintaining client interest and ensuring ongoing engagement throughout the campaign lifecycle.

Template 1:

Hi [First Name], quick update from [Rep Name] at [Company Name] on [Campaign Name] - we’re on track for the next milestone by [Date]. Want the summary here, or should I send the link: [Link]?

Template 2:

Hey [First Name], [Campaign Name] status check: we’ve completed [Next Step] and are moving into [Next Step] this week. Can you confirm you’re good with the timeline, or should we set a quick call: [Scheduling Link]?

Review Requests

After a project wraps up, marketing agencies can use SMS to request feedback while the experience is still fresh. SMS is effective for its immediacy and simplicity, supporting higher response rates and helping agencies gather valuable insights to improve future client interactions.

Template 1:

Hi [First Name], it’s [Rep Name] from [Company Name]. Now that [Campaign Name] is wrapped, could you share a quick rating and 1 note on what went well?

Template 2:

Hey [First Name], thanks again for partnering with [Company Name] on [Service Name]. Mind replying with any feedback, or would you prefer a short link to leave a review: [Link]?

Retainer Renewal Reminders

When a retainer period is nearing its end, SMS offers a timely way to remind clients and prompt a response. Its directness supports quick acknowledgment, helping marketing agencies maintain continuity, confirm ongoing interest, and make sure renewals are addressed without unnecessary delays.

Template 1:

Hi [First Name], it’s [Rep Name] at [Company Name]. Your [Package Name] retainer wraps up on [Renewal Date] - would you like to renew for the next period?

Template 2:

Hey [First Name], quick check-in from [Company Name] as your retainer ends on [Renewal Date]. Want me to send the renewal details here, or would you prefer a link: [Link]?

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