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PROPOSALS 1 mins 24 Mar 2023 by Pat Kuo
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Intro message templates are pre-written messages that you can use to introduce yourself to new clients or to re-engage with existing clients.

Next steps template messages are similarly pre-written messages but only appear after the proposal has been signed. They are often used to guide clients through the onboarding process and help them understand the next steps.

Both of these can be used in conjunction with each other to create a streamlined yet personalized client experience.

Let’s take a look at how to add a new message template and then review the different use cases.

How to add an Intro message or Next steps template

Navigate to your Library → Messages → New Intro message template or New Next steps message template.

Here, you can craft your new message template depending on your most common interactions with your clients.

Remember to use placeholders to dynamically populate client information!

Use cases for Intro messages

Here are some different use cases that you may want to consider when crafting your Intro message templates.

  • Lost clients: If you haven't heard from a client in a while, you can create an Intro message template to re-engage with them and remind them of the services you offer.

  • Re-engagements: When re-engaging with any current clients, you may want to stipulate that there may be price increases or changes of scope in the new proposal.

  • Non-tech savvy clients: Advise your non-tech savvy clients about the digital proposal you have sent and how to accept it in order to begin work.

Use cases for Next steps messages

Here are some different use cases that you may want to consider when crafting your Next steps message templates.

  • Collecting information: Request information from your clients, such as contact information, tax file numbers and other important information you require to begin work.

  • Onboarding questionnaires or client intake forms: Add an onboarding questionnaire or create a form (Google Forms, Typeform, Jotforms…etc) to guide clients through the onboarding process and to collect information about their preferences. You may also use calendar booking software like Calendly and ask them to book in a kick-off call

  • Tax season: Provide customers with information on filing taxes, forms you may need them to fill out and tips on how to prepare their finances.

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