Marketing Agency Text Message Templates

Six marketing agency text message templates, from new-lead replies and call reminders to proposal follow-ups, report alerts, upsells, and referral asks. Use the variants as-is, edit the placeholders, or download the editable Word doc.

Format

Editable Word .docx

Length

6 variants · copy-paste

Price

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Sales & Leads

New-lead reply

Message

Hi contact name, this is rep name from agency name. Thanks for reaching out about service. I would love to learn about your goals, do you have fifteen minutes this week? Grab a time here: link

When to send

Within a few minutes of the inquiry. Speed is the biggest advantage in agency sales, and a fast text often beats a slow email.

Reply tip

If they do not book, follow up once the next day with a specific time offer rather than a vague check-in.

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6 ready-to-use variants

1. New-lead reply 2. Discovery call reminder 3. Proposal follow-up 4. Report or results alert 5. Retainer upsell 6. Referral request

New-lead reply

When to use: Use this within minutes of a new inquiry.

Message

Hi contact name, this is rep name from agency name. Thanks for reaching out about service. I would love to learn about your goals, do you have fifteen minutes this week? Grab a time here: link

When to send

Within a few minutes of the inquiry. Speed is the biggest advantage in agency sales, and a fast text often beats a slow email.

Reply tip

If they do not book, follow up once the next day with a specific time offer rather than a vague check-in.

Discovery call reminder

When to use: Use this the day before and an hour before the call.

Message

Hi contact name, looking forward to our call meeting time to talk through your marketing. This is rep name from agency name. Reply YES to confirm, or send a new time if something came up.

When to send

Once the day before and again about an hour before. Two light touches cut no-shows without feeling pushy.

Tip

Make rescheduling easy. A lead who can move the call with one reply is far more likely to still meet you.

Proposal follow-up

When to use: Use this a day or two after sending a proposal.

Message

Hi contact name, this is rep name at agency name. Did the service proposal make sense? Happy to jump on a quick call to walk through anything or adjust the scope. What questions do you have?

When to send

A day or two after the proposal, once they have had time to read it but before it goes cold.

Tip

Ask about questions, not about a decision. It keeps the door open and surfaces the real objection so you can address it.

Report or results alert

When to use: Use this when results are ready or a milestone is hit.

Message

Hi contact name, good news from agency name: result this month. The full report is here: link. Want to hop on a call to plan next month?

When to send

As soon as a result lands or the monthly report is ready. Sharing wins promptly builds trust and sets up the next conversation.

Tip

Lead with the single best number. A specific win in the first line earns the click on the full report.

Retainer upsell

When to use: Use this after a clear win, when trust is high.

Message

Hi contact name, since result is working, I think we could do even more with service. This is rep name. Want me to put together a quick plan and pricing for next quarter?

When to send

Right after a visible win, while the value is fresh. Momentum makes the upsell feel like a natural next step.

Tip

Anchor the offer to the result they just saw. Growth built on a proven win is far easier to approve.

Referral request

When to use: Use this after positive feedback or a strong result.

Message

Hi contact name, so glad the work is paying off. This is rep name at agency name. Do you know one other business owner who could use help with their marketing? A quick intro means a lot. You can send them here: link

When to send

Just after praise or a strong result, when goodwill is highest. That is the natural moment to ask.

Tip

Ask for one introduction, not a list. A single, specific request is far easier to say yes to.

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How to use this template

1
Pick the closest variant. Choose based on the situation, not only the channel.
2
Replace every placeholder. If you cannot fill a field, ask one clarifying question first.
3
Save the final version into sem.chat, your CRM, or your help desk so the team stays consistent.
4
Review results weekly. Drop variants that create confusion and improve the ones that work.

Frequently asked questions

Can I use these templates commercially?

Yes. Copy, edit, and use them in your business, client work, CRM, help desk, or sem.chat workspace.

Why are there six variants?

One generic template rarely fits every situation. Six variants give your team practical choices without a messy library.

Should I paste these into sem.chat?

Yes. Save the best variants as canned replies, knowledge base entries, routing rules, or CRM notes so your AI agent and team stay consistent.

Do I need consent to text marketing clients and leads?

Yes. Under the TCPA you need prior express consent to send marketing texts, and every message should make opting out easy, such as replying STOP. Keep records of consent.

How fast should an agency reply to a new lead by text?

Within minutes if you can. Speed-to-lead is one of the biggest advantages in agency sales, and the first agency to respond often wins the call.

How do I follow up on a proposal without being pushy?

Text to offer help, not to demand a decision. Asking what questions they have keeps the door open and surfaces the real objection you can then address.

When should I ask a client for a referral?

Right after praise or a strong result, when goodwill is highest. Make the ask specific, one introduction, with an easy way to send it.

How long should a marketing text be?

Short enough to read at a glance, usually a line or two with one clear ask or link. Save the detail for the call or the report you link to.