Description
Pre-planning your client journey, including all email templates (sometimes called ‘Canned Emails’, depending on which system you are using) will end up saving you so much admin time (trust me). They will also contribute to your overall client journey and experience and leave your client feeling comfortable and confident that you know what you’re doing and have a consistent process and system in place. Using email templates will give you more freedom from your inbox and more time to focus on doing what you love!
You will find 25 templates in here, that will serve you at each point in your Lead Journey, from Lead Follow Ups, to Sending a Proposal, to Offboarding after the project.
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𝐇𝐎𝐖 𝐓𝐎 𝐔𝐒𝐄?
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✔ Download PDF File.
✔ Open PDF file with a browser or PDF Viewer.
✔ Notice the different templates and begin to use them.
Easy and Simple!
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𝗣𝗟𝗘𝗔𝗦𝗘 𝗡𝗢𝗧𝗘
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If you are planning to use these emails in Dubsado, the templates are ready to go with the appropriate Dubsado smartfields! If you use a different CRM or if you simply copy and paste emails, then make sure you switch out all of the fields in {{ }} with the appropriate information. Merge tags can differ slightly system to system.
