Email templates are a simple way to stay consistent while engaging with your customers, their effectiveness and easy implementation save you time & money!
Here are 5 of my go-to templates!
Onboarding your client
The onboarding email is crucial! This is where you get the opportunity to lay out your process for the client. Use it as soon as your lead becomes a client.
Setting up a meeting
This is a good all-around email, mainly because you will find yourself using it more often than any other. It’s also super easy to repurpose and reuse, and adding a diary link at the end can is great for those high D’s.
Following up with cold leads, that haven’t responded for a while
Your goal here is to give your prospect just a little nudge. Use it if you haven’t heard from your lead in a few weeks.
Post-meeting
A simple round-up email, that makes sure everyone is accountable and on the same page. Send it as soon as your meeting has finished, so everything is fresh in your head!
Asking for a referral
Another crucially important email, ask for the referral! But always remember to make it worth their while!
Onboarding your client
Subject: It’s great to be working with you [Client name]
Hello [Client],
We are really excited to be working with you on this project!
Attached are our terms and conditions, please read through them when you have a chance and let us know if you have any questions.
Just to recap our process is [add your process], again if you have any questions then please let us know.
Many thanks
[Your name]
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Setting up a meeting
Subject: Looking forward to helping you with [benefit]
Hello [Lead/Client],
Lovely speaking with you [recently/date], I am confident we can help you with [pain point] shall we set up a meeting so we can see if we would be a good fit for your company? Are you free on any of the following dates?
● [insert two dates/times]
Alternatively here is a link to my diary, or I am happy for you to suggest a date that is good for you.
Many thanks
[Your name]
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Following up with cold leads, that haven’t responded for a while
Subject: Is it my breath?
I’m hoping it wasn’t my breath and it’s just because you’ve been inundated with work (I know that feeling).
Are you still looking to [benefit] or has this moved down the priority list? If it is still something that you want to move forward with, then here is a link to my diary where you can book some time and we can discuss it further.
This will be the last time I reach out, so I am hoping we can catch up soon.
Many thanks
[Your name]
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Post Meeting
Subject: Moving forward with [outcome/project name]
Hello [Lead/client],
Great meeting today!
Just to recap,
The outcome we are trying to achieve is…
My/our actions are…
Your actions are…
The deadline is…
Many thanks
[Your name]
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Asking for a referral
Subject: I’d love to help
Hello [Client],
Since we’ve started working together we have built up a great relationship. We also now know much more about your business and I hope you feel the same way about our business.
With that in mind, I wanted to see if there was any way I can help refer you to our clients?
Furthermore, it would be extremely helpful if perhaps you could think of 2 people within your network that would benefit from our service.
Perhaps we can both have a think about this over the next week and catch up on XYZ date, to discuss further?
Looking forward to it already!
Many thanks
[Your name]
So, are you smitten with templates yet? Is it their simplicity and ability to save time, while removing a number of human errors? You must be smitten by now! Try turning some of your most engaging emails into templates, stay consistent, with little effort, who doesn’t value a bit of consistency!?
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