How to Write a Formal Email

Adeola Adeoti

Adeola Adeoti

· May 13, 2025

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How to Write a Formal Email

In today’s work landscape, email remains the primary channel for professional communication – from job applications to project updates and client outreach. According to McKinsey research, knowledge workers spend roughly 28% of their week managing email . With so many messages flooding inboxes (on average 121 emails per day for a typical office worker ), it’s crucial to make each formal email count. A clear, well-formatted email conveys professionalism and respect for the recipient’s time. In this guide, we’ll show you how to structure effective formal emails, share real-world tips and insights, and provide 5–7 practical email templates for common scenarios – from traditional job applications and complaints, to modern remote-work follow-ups after Zoom meetings. Whether you’re a job seeker, a team lead, or a business professional, these examples and guidelines will help you write emails that are concise, courteous, and impactful.


Why Formal Email Etiquette Matters


Formal emails are the bedrock of professional communication. Unlike casual chat or text messages, formal emails often serve as a written record and reflection of your brand or personal reputation. For example, sending a polite request or official update via email shows that you respect corporate norms and your recipient’s time. In remote and hybrid work settings, where non-verbal cues are missing, the clarity and tone of your words matter even more . A friendly smile over video isn’t available in email, so what you say and how you say it carries full weight.


Good email etiquette also builds trust. Studies of communication emphasize that with no body language, readers rely entirely on your language and punctuation to infer tone . Politeness, proper greetings, and careful proofreading all show consideration. As Pipefy notes, “Politeness and respect are non-negotiable in written interactions”, even on tough days . In other words, even when complaining or pushing for results, keep a courteous tone.


Furthermore, formal emails are efficient. The right structure – clear subject, short paragraphs, and bullet points – helps busy readers quickly grasp your message. As one expert advises, make your email as short as possible while still giving full context . Each email should address a single topic so the recipient isn’t confused. When emailing someone new, a brief introduction sets context. And always double-check attachments or key details before hitting send (Pipefy calls this a “standard business email habit” ). In short, polished formal emails save time (for both you and the recipient) and produce better results.


Anatomy of a Formal Email


A strong formal email follows a clear structure. Let’s break down the key elements:


1. Subject Line – Be Clear and Specific


The subject line is the first thing your recipient sees, so make it count. Keep it brief and descriptive. Pipefy advises two words for subject lines: brief and specific . Good examples: “Proposal: Q4 Marketing Plan”, “Meeting Request: Budget Review”, or “Application for Software Engineer Position”. Avoid vague subjects like “Hello” or leaving it blank. Effective subject lines often include keywords like request, proposal, update, or follow-up, so the reader immediately understands the email’s purpose . In short: tell the reader what you need from them, as early as possible.


2. Proper Greeting


Start with a polite salutation. If you know the recipient’s name, use it (e.g. “Dear Dr. Smith,” or “Hello Ms. Chen,”). If it’s a less formal context or you have a good rapport, “Hi [Name],” is often fine. When emailing a group or unknown person, use a neutral greeting like “Dear Hiring Manager,” or “To Whom It May Concern,”. Spark Mail’s guide on formal emails offers examples: “Dear [Name],”, “Dear Mr./Ms./Dr. [Last Name],” and notes that salutations help set the right tone . It’s always polite to use the recipient’s correct name spelling; Pipefy reminds us that paying attention to the spelling and form of someone’s name shows respect . As a personal tip: I often write the recipient’s name on a sticky note while drafting my email to ensure I don’t misspell it.


3. Opening/Introduction


In the first sentence or two, explain who you are (if the person doesn’t know you) and why you’re writing. For instance, you might say “I hope you’re well. I am reaching out regarding…” or “It was a pleasure meeting you at [Event]. I’m following up on…”. If this is your first time contacting them, briefly introduce yourself and mention any mutual connection or reference (e.g. “I’m a colleague of [Name]” or “We met at the industry conference”). Pipefy stresses that when emailing someone outside your company, “explain how you got their email address as part of your introduction,” and place the relationship in context . This small detail often unlocks goodwill, as people understand why you’re contacting them.


4. Body – State Your Point Clearly


The main body of your email should have one clear purpose. Start by stating why you’re writing: what do you want or what’s the main topic? For example: “I am writing to request approval for the new project budget.” Then give any necessary details or background, but keep it concise. Avoid long, dense paragraphs. Break information into short paragraphs or even bullet points if you have multiple items. Spark’s guide recommends making your email “easy to read,” using short paragraphs and lists, and emphasizing key information with bold or italics if needed .


Always value your reader’s time. Share only what they need to know to respond. If it helps, ask yourself: will this paragraph help them take the next step? If not, cut it or simplify it. For example, a project update email might have bullet points for status on tasks:

  • Completed X deliverable on schedule
  • Currently working on Y and expect to finish by Date
  • No issues/Some risks to note: Z


This makes it scannable. Formal emails typically stay fairly short – often just a couple of paragraphs or 100–200 words. RightInbox’s advice supports this: keep it “as short as possible while giving full context” .


5. Call to Action / Closing


If you need a response or action, state it clearly near the end. For example: “Could you please review the attached report and let me know your thoughts by Friday?” or “I am available next week if you’d like to schedule a meeting.” A clear CTA prevents back-and-forth confusion. If you’re simply closing out a conversation (e.g., saying goodbye after an interview), a friendly closing line works (e.g., “Thanks again for your time.” or “I look forward to staying in touch.”).


After your closing sentence, end with a professional sign-off. Good examples are: “Sincerely,”, “Best regards,” or “Thank you,”. Avoid overly casual sign-offs like just “Cheers” or emoticons, unless you know the company culture is very informal.


6. Signature and Contact Info


At the very bottom, include your full name and title. In a formal business context, also add contact information like your phone number and company name (as part of an email signature). If you’re emailing on behalf of a company, it’s wise to use a standard signature template with your role and company logo . Spark’s advice also suggests that a proper signature is essential, especially if sending from a personal address: “If you’re emailing on behalf of a company, think about including a professional signature with your contact information, including phone number and social media links” . This isn’t just politeness – it’s practical, so the recipient can easily reach you by phone or look up your credentials.


7. Final Checks


Before hitting send, do a quick review:

  • Email Address: Make sure you’re sending from the right account. If it’s a work email, the address should look professional (often firstname.lastname@company.com) .
  • Recipients: Double-check you have the correct email address(es) and have CC’d or BCC’d the right people.
  • Attachments: Did you mention an attachment? If so, confirm it’s attached. (We’ve all been guilty of forgetting attachments – Pipefy advises making it a habit to double-check this .) Also, if the file is large, consider sending a link or compressing it.
  • Proofread: Look for typos, grammar mistakes, and tone. Reading the email out loud can help catch errors. Remember that small mistakes can make a big impression. The RightInbox guide points out that a simple typo can give the wrong impression about your professionalism .
  • Tone: Is it polite and respectful? Did you address the person appropriately? If you were frustrated (for example, writing a complaint), review the tone to ensure it’s firm but respectful. As Pipefy reminds, “Be polite and respectful, even when you’re having a bad day” .


Following this structure and checklist helps ensure your formal email is complete, clear, and courteous. In practice, you’ll develop a natural flow, but keeping these elements in mind (subject, greeting, opening, body, CTA, closing, signature, final check) will guide you.


Example Formal Email Templates


Below are six versatile email templates for common formal scenarios. Feel free to adapt each template to your specific needs and style. Replace the bracketed placeholders ([…]) with your own details. These examples demonstrate the tone and structure to aim for.


Job Application Email


Use case: Applying for a job or internship; submitting a resume/cover letter.


Subject: Application for [Job Title] at [Company Name]

Dear [Hiring Manager Name],

I hope this message finds you well. I am writing to express my interest in the [Job Title] position at [Company Name]. With my [Degree or Certification] in [Field] and [X years] of experience in [relevant skill or industry], I am confident I can contribute to your team’s success. In my previous role at [Previous Company], I [briefly describe a significant achievement or responsibility], which honed my skills in [Key Skill #1] and [Key Skill #2]—both of which match the qualifications you’re seeking.

Attached please find my resume and cover letter detailing my background. I would welcome the opportunity to discuss how my experience and passion for [Industry/Field] can benefit [Company Name]. Thank you for considering my application. I look forward to the possibility of an interview and am available at your convenience.

Sincerely,
[Your Name]
[Your Title or “Prospective Candidate”]
[Your Phone Number]


Formal Complaint Email


Use case: Addressing a problem or issue (e.g., faulty product, poor service) and requesting resolution.


Subject: Formal Complaint Regarding [Issue/Service] at [Company Name]

Dear [Name or “Customer Service Manager”],

I am writing to bring to your attention a serious issue I experienced with [product/service] on [date]. I purchased [product/item name] from [Company Name] on [date], and unfortunately it has not worked as advertised. Specifically, [briefly describe the problem: e.g., “the item arrived broken,” “the order was incorrect,” or “the service missed our scheduled time”].

This situation has caused [state any inconvenience or impact, e.g., “considerable delay in my project” or “significant frustration”], and I believe it falls short of the quality I expected from [Company Name]. I have attached photos/screenshots/documentation of the issue for your reference.

I kindly request that we resolve this matter promptly. Ideally, I would like [desired resolution: a replacement, refund, repair, discount, etc.]. Please let me know what steps can be taken to address this problem. I appreciate your attention to this issue and hope we can find a satisfactory solution.

Yours sincerely,
[Your Name]
[Your Phone Number]
[Order Number or Account ID, if applicable]


Meeting Follow-Up Email (after a Zoom/remote meeting)


Use case: Thanking participants, summarizing key points, and outlining next steps.


Subject: Follow-Up: [Meeting Topic] on [Date]

Hello [Name],

Thank you for meeting with me on [day, date] to discuss [project or topic]. I enjoyed our conversation and appreciated your insights on [mention one or two specific points or ideas they shared]. It was very helpful to learn more about [company/relevant issue] from your perspective.

As a quick recap, we agreed that [summarize the main outcomes or decisions: e.g., “I will send the draft proposal by Friday, and you will review the budget estimates”]. The next steps are:

[Action 1]: [Who will do what, by when]
[Action 2]: [Who will do what, by when]


Please let me know if I missed anything important. Otherwise, I will proceed as discussed. Thanks again for your time and for a productive meeting. I look forward to continuing our collaboration.

Best regards,
[Your Name]
[Your Position and Company]
[Contact Info]


Project Update Email (Remote Team)


Use case: Providing a brief progress report to a manager or team.


Subject: [Project Name] Status Update – [Date]

Hi [Manager/Team Name],

I hope you’re doing well. I wanted to share a quick update on the [Project Name]:

Completed: [Task A] was finished on schedule.
In Progress: Currently working on [Task B], which should be done by [Date].
Upcoming: Next, I will start [Task C] as planned.


So far, everything is on track. We have encountered no significant issues at this point. I will keep you posted on any changes. Please let me know if you need more details or would like to schedule a quick meeting to discuss anything.

Thanks, and have a great day.

Best,
[Your Name]
[Your Job Title]


Networking/Introduction Email


Use case: Reaching out to a new professional contact (e.g., LinkedIn connection, referral).


Subject: Introduction – [Your Name] from [Your Company]

Dear [Name],

I hope you’re doing well. My name is [Your Name], and I am [Your Position] at [Your Company]. [Optional: We met at [Event/Conference] or [Your mutual connection, Name] suggested I reach out to you.] I was very impressed by [something about their role/company, e.g., “your recent article on industry trends” or “your leadership of Project X”], and I would welcome the chance to connect.

I am [briefly describe your role or goal, e.g., “exploring opportunities to collaborate between our teams” or “looking to learn more about best practices in Y”]. If you have any availability in the coming weeks, I’d love to schedule a short call or Zoom chat to introduce myself properly and discuss potential synergies.

Thank you for your time and consideration. I look forward to the possibility of speaking with you.

Sincerely,
[Your Name]
[Your Position, Company]
[Email / Phone]


Thank You Email (After an Interview)


Use case: Expressing gratitude after an interview, meeting, or after receiving help.


Subject: Thank You for the [Interview/Meeting] – [Your Name]

Hello [Interviewer Name],

Thank you for taking the time to interview me today for the [Position Title] at [Company Name]. I enjoyed learning more about the role and the team, and I am very excited about the possibility of contributing to [specific project or aspect of the company]. Our discussion about [mention a topic you discussed, e.g., “your approach to product development”] was particularly insightful.

I appreciate your consideration and the information you provided. Please let me know if there is anything else I can send or clarify. I look forward to the next steps and hope to have the opportunity to join [Company Name].

Best regards,
[Your Name]
[Your Contact Information]


Vacation Request Email


Use case: Formally requesting time off or leave from a manager or HR.


Subject: Vacation Request (Vacation) for [Date Range]

Dear [Manager’s Name],

I hope you are well. I am writing to request vacation leave from [start date] to [end date] (inclusive). During this period, I plan to be out of the office for personal reasons. I have ensured that my current projects are in good shape: [Colleague Name] will cover [Task or Responsibility], and [Another Colleague] will assist with any urgent needs on the [Project Name]. I will also be available for emergency contact by email, although I expect everything to proceed smoothly.

Thank you for considering my request. Please let me know if this time frame is acceptable or if you need any further information. I appreciate your support.

Sincerely,
[Your Name]
[Your Position]

Each of the above templates follows the principles of a good formal email: a clear subject, appropriate greeting, concise body, and polite sign-off. Notice how they use a single topic per email and short paragraphs or bullet lists to make information easy to digest . They also maintain a respectful, professional tone throughout, even in complaint or request emails. Customize these examples with your details, and you’ll be well-prepared for any professional email you need to send.


Conclusion


Mastering formal emails is a skill that pays dividends in any professional setting. By following the guidelines above – a clear subject, polite greeting, concise body, and courteous closing – you demonstrate expertise and respect in your communication. Templates are great starting points, but always personalize them. Use your authentic voice and add details from your own experience to make the message genuinely yours.


Remember: even in our tech-driven era, the written word still forms the bedrock of business relationships. Whether you’re applying for a dream job, resolving a customer issue, or coordinating with a colleague across the globe, a well-crafted email template can save time and ensure clarity. And most importantly, it helps you stand out as a thoughtful, professional communicator.


Now you have the tools to write formal emails with confidence. Good luck, and happy emailing!