Using Email Templates for Your Sales Process
Hey everybody, it’s Brian Freeman of The BuildIt Media Show. I have another thing I wanted to share with you. This one concerns your sales process, which involves using email templates. It helps us deal with leads who want to build a custom home, an ADU, or do a remodeling project.
What is the Sales Process?
This starts at the very beginning when the lead hits, and you have to go through scheduling the calls or your initial onsite, getting paid for consultation services, and then after that consultation, the rough estimate that maybe goes out, and then the design agreement. So all of these things are all part of that sales process.
Writing Email Templates
Inside HubSpot, we have taken quite a bit of time to write out templates. I did most of this to make sure it sounded like me and to be sure it was professional. We wrote templates out for everything and then went back through and reviewed and segregated them by sections.
So this is for our letter of intent and design agreements. This is for our new lease. Templates for discovery calls and consultations are broken down into sections inside HubSpot. We even created attachments for all these emails, such as guides, lead magnets, checklists for initial kickoff meetings, resources, FAQS, etc.
Making Emails User-Friendly
My team and I spent a lot of time setting that up, but now it’s so awesome because anybody on the team can do it. We have videos created within Slack or Zoom, depending on how long it takes to document a process. That’s why we have a good training vault of videos people can watch.
These templates are straightforward to search through and send out. You pick the suitable email template for the circumstance, which is 98% good. It may need a few tweaks on a few words, but it usually goes out 100%.
You don’t have to take all that time writing those emails. More importantly, you’re confident that your team is sending an email that you’ve not only pre-approved but also looks good and is professional.
Why Should You Write Email Templates?
It works well; it’s a very efficient time saver. You’re investing that time initially, but the ROI on your time is enormous. Working on that front end is excellent if you have some downtime to work on your business. And it compounds itself when you get more leads.
Streamlining Your Sales Process With Email Templates
In the beginning, perhaps your phone is hardly ringing, and you’re not getting the leads. But when you have to respond to multiple emails a day or 10 to 20 a week, it can be overwhelming. Then you’re like, “Oh my gosh, I have to figure out something that will keep people from getting upset with us for being unable to respond to them.”
It’s brutal to type up all these emails individually and not get back to people in time. That means you need to look better as a company. You worked hard to get your marketing engine to work, and now all of a sudden, you’ve got all these things breaking, and people are upset.
But it all went well after creating email templates. That’s one thing we could take the time to implement, and now it’s a significant asset to our sales process. That’s why I recommend building out email templates.
Where to Make Your Email Templates
You can do templates if you’re working with just Gmail or Outlook, but doing it inside HubSpot, Active Campaign, Keep, and other CRM software will also work well. Any of them will help you in your sales process.
Wrapping Up
If you have questions, let us know. If you need help with a website or are wondering how we can help you with a marketing plan, request a consultation, and we will contact you.
We’re looking forward to hearing from you. Have a fantastic rest of your day!
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How Repurpose Works for Video Creators
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How to Get a Transcription File with Repurpose
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How Repurpose Helps with Producing Content
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How Much Does Repurpose Software Cost?
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