Email Template for Client to Review and Approve

When you've got an important email to write, it can seemingly take hours. You write, revise, delete, and agonize over every word, link, and fifty-fifty your email signature.

And if you are selling your staff's time in the form of the billable 60 minutes, this tin be a huge waste of resources. 

While we're talking about one-on-i communication, information technology's a worthwhile pursuit to create a library of canned email responses or templates that your squad can use for specific activities or in response to clients. It ensures that the advice from your squad is clear and consistent, makes it easier to respond to requests more than rapidly, and removes the uncertainty that junior staffers feel when dealing with a difficult situation.

Below you'll discover a starting point for edifice out your library of email templates that tin exist customized. Use these to brand your client advice more than efficient.

Asking for Approval Examples

1. Reply to a prospect's proposal.

Next steps

Hi [Offset Name],

Cheers for your involvement in [Agency]. We've worked with many companies that have struggled with [Central Challenge]. Y'all can read up on the successes of our previous relationships here [Link] and here [Link].

Nosotros don't create proposals at this point in the process as we're a results-driven bureau, meaning we demand to better understand your business, challenges, and needs to be able to determine if and how we can help. Because of this focus, we but take on a certain number of new accounts per year -- those clients who we are confident we can produce results for.

I'd honey to schedule a call or in-person meeting to learn more about your marketing and sales goals for the yr, your current marketing activities, and how our agency could work to improve results for [Visitor Proper name].

Here are a few dates and times that would piece of work for us.

• [Date and Time]
• [Date and Time]
• [Engagement and Time]

Looking forwards to chatting.

Best,

2. Respond to a client requesting out-of-scope work.

> RE: Boosted Content Projects

Hi [Showtime Name],

Thanks for sending over the information on the additional content pieces you would like united states of america to create prior to the launch of the new website. It's a great idea, and I think they will add a lot of value to visitors who are unfamiliar with your brand and products.

I've gone ahead and updated the scope of work [Link or Attach] to include these two new content projects, which you will run into reflected in the revised quote. The cost for the additional content offers comes to [$X,000]. Take a wait, and let me know if yous have any questions. Once you approve, I'll add those two projects to [Project Management Tool] where you'll be able to review and track the timeline for completion and approvals.

Thank you,

three. Asking projection-related approvals from a client.

> Website Redesign Comps

Hi[First Name],

I promise you're set!

The team just finished upwards the design comps for the redesign of the homepage, and I'm so excited to bear witness them off to you. I retrieve you lot'll find that while the two versions are very different, they both solve the trouble of your visitors failing to empathize how easy to implement your solution is.

Just starting time, nosotros want to highlight a few things from the canonical creative cursory to set the stage:

• [Target audience]
• [The trouble the design should solve]
• [The action viewers should take]
• [The emotion/feeling people should have when viewing]

At present, here are the pattern mockups with an accompanying description of why we made certain decisions.

• Version 1 [Link]
• Version 2[Link]

Afterwards viewing these, delight permit the states know if you lot have whatever opinions on the following for each pattern:

• What's memorable?
• Which exercise yous retrieve volition entreatment more to your target audience?
• Is the messaging in line with the needs/challenges of your visitors?
• Is the phone call to action compelling and clear? Could we exercise anything to improve this?
• Which one do you think will perform ameliorate with your target visitors?

Equally we mentioned in our final meeting, we call up it would exist valuable to exercise a heat mapping examination on these two version to make up one's mind which converts at a higher rate. Hither's a [Link] to the description of the project and price for that test.

If yous'd similar to have a call to discuss this, click here [Link to Online Booking Calendar] to schedule fourth dimension on my calendar.

Thanks,

4. Follow up on a project with a customer.

> Post-obit up on the design comps

How-do-you-do[First Proper noun],

I wanted to follow upwards with yous to run into if you have whatsoever feedback on the design comps I sent over late last week. Please let me know if yous take whatever suggestions/questions or inform me of your approval of one of the designs.

To meet the requested launch day of [Date], we volition need at least [# of Days or Weeks] for evolution and testing. If I don't receive your approval by [Date], we'll take to push back start on Stage II of the project, which will impact the last delivery date.

I'll follow up by phone if I don't hear from y'all by tomorrow morning.

Thanks,

5. Politely push a borderline,

Important information on the website launch appointment

Hullo[First Name],

I'm checking in with some news on the project. Everything looks really good correct at present, as yous saw during our check-in final week, but nosotros really encountered a problem that volition impact the original launch appointment. Nosotros're non going to be able to meet the original due date because of [List Reasons]. While this is something nosotros discussed was a risk factor that could impact the launch date during the project scoping, we were hoping it could be avoided. We're doing everything nosotros can to minimize the impact, including [Country Actions Taken].

Based on the timeline of the vendor, I've adjusted the milestones, including your review and approval dates, in [Project Management Tool]. The new final delivery date is set for [Date].

I apologize for any negative consequences this may accept on your schedule. I'd be happy to discuss how we can aid to reduce the impact of any issues due to the alter.

Delight requite me a phone call to hash out this further if you'd like, or you can schedule a time with me here [Link to Online Booking Calendar].

Best,

6. Asking a testimonial from a client.

RE: June Results

Hi[First Proper name],

I was very happy to see the results of the analysis of the website redesign's impact on Q3 marketing and sales -- as I'k sure you were.

On that notation, I was wondering if you would requite u.s.a. permission to showcase the project on our website. And if so, would you be able to write iv-5 sentences that describes your experience working with the states: What did you like about working with u.s.? What results have you seen? Why will other clients like you enjoy working with our team? Nosotros'd dear to feature the project, your testimonial, and your name/headshot in a call out on our site. If y'all'd like some inspiration, here are a few examples [Link] of kind words from previous clients.

Let me know if you have questions or need more information. Nosotros really enjoyed working with you on this project.

Thanks,

7. Asking a positive online review or recommendation.

RE: Website Pattern Wrap Up

Hi[Showtime Name],

I was very happy to encounter the results of the analysis of the website redesign's impact on Q3 marketing and sales -- equally I'm sure you were.

On that note, I was wondering if y'all would be willing to spread the give-and-take almost your work with u.s. and your results on social media, Yelp, Google, Facebook, or other review sites so that we can continue to grow our audiences. If so, hither's a few things yous tin practise to assistance united states of america:

Post a Tweet, Facebook update, or LinkedIn post nigh your new redesign and tag us.

Write a review virtually our work together on Google or Yelp.

Post about your redesign on your other channels, while giving us a quick mention.

This is purely voluntary, merely we'd greatly appreciate your word of rima oris recommendation! Let me know if you take questions or need more data. Information technology's been a pleasance working with you lot!

Thanks,

Sending a Great Email

Whenever you transport an e-mail, exist sure that you're coming off as professional and polite, fifty-fifty if yous have to get a certain task done quickly. Canned responses are cracking for accomplishing all of those things.

Now that y'all've learned how to draft ane, here's a guide to programming and using them in Gmail.

Editor'south Note: This post was originally published July 12, 206 only was updated on Dec. 12, 2019 for comprehensiveness.

Originally published December 12, 2019 6:03:00 PM, updated December 12 2019

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Source: https://blog.hubspot.com/marketing/email-templates-agency-communication

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