14 Day "You Got This" Challenge

DAY 2

Update canned emails

 

Day 2: Update your canned emails

 

Yesterday we focused on the home and today we are shifting to the topic of business. 

 

How many of you are guilty of typing out an email every.single.time you send it to a client even though you say the same thing?! 

 

Or if you do have your canned emails set up, are they all up to date? Do you catch yourself making changes to them too much?  Sometimes we just waste time weeding through canned emails that we don't even use anymore.  

 

Today's action item: Set aside time to solely focus on creating or editing your canned emails where ever you have them (gmail, a crm, etc..) Really focus in on this one to make sure that any edits you do in the future are only to add custom fun information about that client.

 

Think about how much time you will save each time you are sending an email to your clients...because most of the time, it is usually the same thing from client to client.  

 

🍎Tip:

Did you know Instagram and Facebook DM's have canned responses?! Heck ya. Get on that if you have common questions that come through those channels. 

 

👉 Join us in the chat on our Instagram and Facebook post today! 👈

 
 

Need some canned email inspo? 👇

 

 

💸Payment Due Today

 

Hey [ CLIENT NAME ]!


This is a friendly reminder that your payment of [ AMOUNT DUE ] is due on [ DUE DATE ]. Please access your invoice below to complete your payment:

[ INVOICE LINK ]


Thank you!

 

🎉Welcome Onboarding

 

Hey [ CLIENT NAME ]!

It's official. I'm so thrilled to be working together! Here's what happens next:

 

Step 1: Complete the Questionnaire

Please take some time to fill out the questionnaire at the link below. It will help me _________.

[ FORM LINK ]

 

Step 2: Check Out Your Client Portal

The client portal is where you'll find your contract, invoice, and documents all in one place! You can use the details below to log in. Be sure to bookmark the link so you can find it easily in the future ;)

 

[ CLIENT PORTAL LINK ]

Password:  [ CLIENT PORTAL PASSWORD ]

 

Step 3: Work on Your Homework

I promise... it's the fun kind! Here's what I'll need from you:

  1. Task 1
  2. Task 2
  3. Task 3

Once again, thank you for choosing us for your project. Do not hesitate to reply to this email with any questions that come up! I'm here to help.

 

Let the fun begin!

 

 

❤️Thank you / Requesting Testimonial 

 

Dear [ CLIENT NAME ],

It was such a pleasure working with you on ______. Thank you again for choosing and trusting us with your event/project! We are so pleased with how everything turned out and hope you are too.

 

[ INSERT A SPECIFIC FUN THING YOU LIKE ABOUT THIS PROJECT SPECIFICALLY ]

 

Don't hesitate to reach out in the future if you need us again and we always appreciate your feedback in a review:

 

[ ADD HYPERLINK HERE ]

 

All our best,
 

 

Have fun writing!  Can't wait for Day 3! 💪

 

Becca

 
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