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WHY THIS MATTERS

When you're tired, a blank email is the hardest thing in the world. Every template you need lives here, ready to copy, adapt and send.

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WHAT TO DO

Open a template, replace everything in [square brackets], change the Status to Customised. Paste it into your CRM, email or scheduler.

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WHEN TO DO IT

Whenever another page sends you here. Customise your most-used templates (autoresponder, existing client notification) first.

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How to use a template

1. Open the template page.
2. Replace every [bracketed placeholder]. Tip: use Ctrl/Cmd + F and search for "[".
3. Read it out loud once. Change anything that doesn't sound like you.
4. Copy it to where it will live (your CRM's email templates, your autoresponder, your scheduler).
5. Set Status to Customised, then In Use once it's live.

To keep the original, open the ⋯ menu on any template and choose Duplicate before editing.

Categories

Email Templates · Client Communication · Social Media · Automation · Delegation · Financial Planning · Client Management · Return to Work

The SOP templates for editing, culling, inbox, album design, social scheduling and client support live in the SOP Library on the Delegation + Outsourcing Hub.

All Templates

Template Vault