Email: Set up an email template

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An important part of building relationships with your leads and prospects is to communicate with them regularly, email is a great, easy and affordable way to to do this.

But first you’ll need to set up a simple text-based template within your CRM.

One off set up tasks

Ironically, the goal is to make it look like you HAVEN'T used an email template at all. Your emails will work better if they seem like you sat down and just emailed one person. The more personal your email seems the better. If it looks like a sales or marketing email that’s a fail.

So, we recommend a simple text-based template. You can do this in HTML so long as it looks like plain text (this is how Paul sends out all of our promotional emails).

Each email should include:

From: The business owner’s name, not the name of the MSP (sending it from a name rather than a business improves open rates)
From: An email address that’s friendly but monitored if they hit reply (such as hello@yourwebsite.com)
An intriguing subject line (provided in every week's email)
A merge field in the introduction, such as Hi {firstname}
Body content (provided)
A link to the blog on your website
A sign off showing who the email is from

Save this as a template that you can re-use each time.