4 Situations Where You Should Absolutely Avoid a Templated Email Response

Templates are great for streamlining your business. Just be careful about when you use them.

Question: When should you absolutely avoid a templated email response and why?

When There Is a Customer Complaint or Suggestion

"Templates are pretty useful and make life easier. I believe it's not about avoiding them but rather to create more personalized messages based on who they are for. However, it's advisable to customize personalized responses especially when there's a complaint or suggestion from a customer or vendor. This way, they know there is a real person behind the screen actually listening and hearing them."


When Communicating With a Prospective Client or Investor

"It’s one thing to send a template thanking someone for a purchase. It’s another altogether to send one discussing the details of an investment. If you take this cookie-cutter approach to building and maintaining professional relationships, you’re going to regret it - trust me."


For Bigger Clients

"For me, we typically use templated emails for our single clients, but when we have a big potential client such as a school, we typically do everything by hand. The bigger clients are the ones with the bigger profit margins, and they are the ones that are going to a business for a personalized service."


For Direct Interaction With Clients

"How do your customers want to relate to you? What is your brand identity? The purpose/intent of an email is to help you answer these questions by considering the following: Are you the face of your company? Do your clients interact directly with you? Is the email a newsletter (blogs/events/linkable assets) or client update/request? "


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4 Situations Where You Should Absolutely Avoid a Templated Email Response

Templates are great for streamlining your business. Just be careful about when you use them.

Question: When should you absolutely avoid a templated email response and why?

When There Is a Customer Complaint or Suggestion

"Templates are pretty useful and make life easier. I believe it's not about avoiding them but rather to create more personalized messages based on who they are for. However, it's advisable to customize personalized responses especially when there's a complaint or suggestion from a customer or vendor. This way, they know there is a real person behind the screen actually listening and hearing them."


When Communicating With a Prospective Client or Investor

"It’s one thing to send a template thanking someone for a purchase. It’s another altogether to send one discussing the details of an investment. If you take this cookie-cutter approach to building and maintaining professional relationships, you’re going to regret it - trust me."


For Bigger Clients

"For me, we typically use templated emails for our single clients, but when we have a big potential client such as a school, we typically do everything by hand. The bigger clients are the ones with the bigger profit margins, and they are the ones that are going to a business for a personalized service."


For Direct Interaction With Clients

"How do your customers want to relate to you? What is your brand identity? The purpose/intent of an email is to help you answer these questions by considering the following: Are you the face of your company? Do your clients interact directly with you? Is the email a newsletter (blogs/events/linkable assets) or client update/request? "


See Also: Inside Causely With Brooke Peterson

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