Survey Requests

Two Questions

Subject: {{ contact.nicknames }}, two questions for you.

Message:
Hi {{ contact.nicknames }},

It's important for us at {{ company.name }} to continue making improvements. That's why I'm sending this email; to ask you for your feedback. Your feedback will help us continue to improve and offer the best service possible to you and others.

I only have two questions, and should take less than a minute to answer. The first one is below, and then a second will open after you click your response.

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{{ survey_links }}

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Thanks in advance! And as always if you need anything or have further comments please call or email.

{{ signature }}


24 Seconds

Subject: {{contact.nicknames}}, I need 24 seconds

Message:
...of your time to tell us how you REALLY feel (we timed it).

Performing a service means nothing if we're not doing it effectively or meeting all of our customers' needs. So spend a moment telling us how we're doing. Go ahead, we can take it.

Click on your answer to the question below and you'll have an opportunity to provide further comments.

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{{ survey_links }}

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Thanks so much for your help!

{{ signature }}


Welcome Cards

Extra Care

Message:
{{contact.nicknames}},

We are thrilled to welcome you to {{ company.name }}! I truly enjoy sharing my experience and helping others. If your friends and family ever have questions or need advice have them call me directly. I'll take extra care.

{{ signature }} {{ from.phone }}


Built on Trust

Message:
{{contact.nicknames}},

Welcome to {{ company.name }}! We thank you for your patronage and look forward to establishing a lasting relationship built on trust. {% if referred_by %} We're confident you'll see why our customers recommend us to others.{% endif %}

{{ signature }}


Best Service Possible

Message:
Hi {{ contact.nicknames }}!

From all of us at {{ company.name }}, welcome! We are thrilled to have you with us. {% if referred_by %}We were sure to thank {{ referred_by.first_name }} for sending you our way too. {% else %}We look forward to providing you with the best service available. {% endif %} Give us a call if you ever need anything. {{ company.phone }}

{{ signature }}


Welcome Emails

Insurance Agency

Subject: {{contact.nicknames}}, welcome to {{ company.name }}!

Message:
{{contact.nicknames}},

I would like to take this opportunity to welcome you to {{ company.name }}. It is our pleasure to have you as a client and we look forward to a lasting relationship.

At {{ company.name }} we go out of our way to provide friendly, personal service to our clients. We offer a full range of products and will continually work with you so that you have the most fitting coverage for you and your family.

It is our goal to manage your risk and help you grow and preserve your wealth. We are completely customer focused and our staff is here to answer any questions you may have. Please do not hesitate to contact us regarding your account, we are here to help!

All the best,

{{ signature }}


General Introduction

Subject: {{contact.nicknames}}, welcome.

Message:
{{contact.nicknames}},

Welcome to {{ company.name }}! We're extremely grateful for the pleasure of your business and look forward to a successful future of serving you. As our existing customers can tell you, we're no strangers to providing quality products at competitive rates and we're certain that we can make you a loyal customer in no time.

The secret to our success is believing that customer satisfaction is priority one. If you're not happy, we're not doing our job right. So if we ever fall short of your expectations, please feel free to let us know. Our lines of communication are always open.

{{ signature }}


Birthday Cards

Message:
Happy Birthday Warm Wishes

{{ contact.nickname }},

Warm wishes on your birthday from all of us at {{ company.name }}!

We hope this next year brings much happiness!

{{ signature }}


Happy Birthday Luck

Message:
{{contact.nickname}},

Happy Birthday from our team at {{ company.name }}!

We wish you luck this next year and for many more to come.

{{ signature }}


Happy Birthday Great Day

Message:
{{contact.nickname}},

We wish you a Happy Birthday from all of us at {{ company.name }}!

Have a great day and even a greater year to follow!

{{ signature }}


Can We Do Better

Message:
{{contact.nickname}},

Warm birthday wishes from all of us at {{ company.name }}! Please let us know if there’s anything we can do to better serve you, or just to chat. Let’s make this a great year!

{{ signature }}


Thank You Cards

Extra Care

First card that customer receives:

Message:
{{contact.nicknames}},

Your referral means the world to us. We're honored that you entrust your friends and family to us. {% if referral %}We will take extra care of {{ referral.first_name }}!{% else %} We will take extra care of them!{% endif %}

Thanks so much,

{{ signature }}


Second card that customer receives

Message:
Dear {{ contact.nicknames }},

{% if referral %}We're off to a great start with {{ referral.first_name }} and we just wanted to thank you again for your referral.{% else %}Your referral means the world to us, thanks again for believing in us. {% endif %}We appreciate the opportunity to serve your friends and family.

{{ signature }}


Means A Lot

First card that customer receives:

Message:
Hey, {{ contact.nicknames }}!

{% if referral %}Wanted to thank you for referring {{ referral.first_name }}. {% else %}Thanks so much for your referral! {% endif %}It really means a lot. We truly value your loyalty!

Thanks,

{{ signature }}


Second card that customer receives:

Message:
Hi, {{ contact.first_name }}!

{% if referral %}Thanks again for sending {{ referral.first_name }} our way. {% else %}Thanks again for sending people our way! {% endif %}Your referrals mean the world to us.

{{ signature }}


Gift Card

First card that customer receives:

Message:
Hey {{ contact.nicknames }}!

{% if referral %}Thanks a million for referring {{ referral.first_name }}! {% else %}Thanks a million for your referral! {% endif %}We printed a gift card for you above to show our appreciation. Feel free to keep 'em coming!

{{ signature }}


Second card that customer receives:

Message:
Hi, {{ contact.first_name }}!

{% if referral %}Thanks again for sending {{ referral.first_name }} our way! {% else %}We really value your referrals. {% endif %}Enjoy your gift card. We really appreciate it!!

{{ signature }}


Testimonial Request

One Quick Thing

Subject: {{contact.nicknames}}, one quick thing

Message:
{{contact.nicknames}},

First of all, thanks so much for being a part of {{ company.name }}.

Would you take a moment of your time and share your thoughts about us with others?

We take great pride in our customer service and look forward to hearing what our best customers think of us.

When you click the link below you'll be taken to a web page where you can give us your feedback. Thanks in advance for your input. We appreciate you!

{{ testimonial_link }}

{{ signature }}


Brief Request

Subject: {{contact.nicknames}}, one quick thing

Message
{{contact.nicknames}},

Could you spare a moment to provide us with a brief testimonial? We love to hear from our clients. It would mean a lot.

{{ testimonial_link }}

{{ signature }}


Review Request

Just Checking In

Subject: Hi {{ contact.nicknames }}

Message:
Hi {{ contact.nicknames }},

Just checking in to say that we’re here if you need anything. Any questions or if anything comes up, please don’t hesitate to reach out.

We also have a small favor to ask. It would mean a lot if you would take a minute to write us a review online. Each one really does help tell our story so we can connect with more people in the community (it also makes us happy when reading them).

We copied a link below that will take you exactly to where you need to go.

{{ review_link }}

Thank you very much. Have a great day!


I Could Use Your Help

Subject: I could use your help, {{ contact.nicknames }}

Message:
Hi {{ contact.nicknames }},

I appreciate having you as a client. It's been a pleasure working with you!

We are currently working hard to boost our online presence so that we can more effectively reach clients, like yourself, to work with. It would help us immensely if you could take a moment to share with others your experience working with us.

It should take less than a minute to do. Just click on the link below and you're halfway finished. Thanks so much for your help, and I look forward to working with you more!

{{ review_link }}

{{ signature }}


One Quick Thing

Subject: {{contact.nicknames}} one quick thing.

Message:
{{contact.nicknames}}

I'm currently trying to improve my online presence and it would help immensely if you could take a moment to spread the word.

I have copied the link below for you to click on which will take you right to where you can give a review.

{{ review_link }}

Thanks a million for your consideration on this. Looking forward to working with you more.

{{ signature }}


Loyalty Cards

Insurance Agency

Message:
{{contact.nicknames}},

Just a quick note to say that we appreciate you! If you ever have any questions about your existing policy or are considering extra coverage, just give us a call. I’m here for you, your family, and close friends.

Best,

{{ signature }} {{ company.phone }}


Gift Card

Message:
{{contact.nicknames}},

Thank you so much for your loyalty. We at {{ company.name }} truly value you as a client. I included a gift for you. It is our hope that you will share it with a friend. It’s our way of saying thanks.

{{ signature }}


Simple Loyalty

Message:
{{contact.nicknames}},

Just wanted to reach out and say thank you for being a loyal client. Remember you can always call if you need anything. {{ company.phone }}

Regards,

{{ signature }}


New Purchase Follow-Up Card

Just A Quick Note

Message:
Hey {{ contact.nicknames }},

Just a quick note to say that your relationship with us means a lot. Don't hesitate to give us a call if you or one of your friends ever have any questions.
Thanks for becoming a part of the {{ company.name }} family.

{{ signature }}


Renewal

Message:
{{contact.first_names}},

Just a heads up that your renewal is drawing near. When you get a chance let’s discuss any changes over the last year - to make sure you are best covered. Thanks!

{{ signature }} {{ company.phone }}