![]() You can use this “checking in” email template, for starters: In order to get them interested in discussing with you, you'll need to watch out for product signals, as well as any insights you can share with them. An effective check-in email not only asks the customer how they are doing, but also shows them that you are fully aware of their current condition. Sending a “checking in” email is a good way to do that. Does this mean they're unhappy with your product? Are they feeling stuck but are afraid to ask for help? Or are they just busy and consumed with other matters? It’s your job to make sure your customer is satisfied with their decision to choose your brand. So, a customer hasn’t engaged or interacted with you for a while. Looking forward to helping you reach your goals! You can schedule a meeting by going to this link. To get things rolling, I’d like to schedule an onboarding kickoff call at your earliest convenience. As mentioned, it’s my job to make sure you’re hitting all your goals with I’m, your official Success Manager here at and I’ll be your main point of contact moving forward. To kick things off, would you like to hop on a short onboarding call with me to help you get settled? You can schedule a meeting by going to this link: You and I are about to embark on a wonderful journey together ) As mentioned, it’s my job to make sure you’re staying ahead of the curve on all things related to. Here's me congratulating you on starting to use our product: Hi, Nice to meet you! I’m and I’ll be your Success Manager here at. Here’s an email template to help you pull that off, if you want to add a personalized GIF, check out this free welcome GIF maker. This is a good time as any to build rapport and earn customer trust. At this stage, the foremost question in their mind is, “What’s next?” As a CSM, it’s your job to make this critical transition easy and engaging for them. ![]() If it can be personalized - this is a huge win.Įach new customer is eager to make the most of their investment. It's time to start building relationships! Customer onboarding is the best opportunity to create a great first impression, that lasts. Sales to customer success handoff email template Note: We’ve created two versions of each template - one that’s more creative and another that’s more formal - to accommodate any company, regardless of their brand voice. You want all that good stuff? Here are six CS email templates to help you make your customer relationships stronger. Imagine being able to sleep better at night knowing that each email you send takes you one step closer towards turning a customer into a loyal one. Imagine not having to create emails from scratch every time. Thankfully, these six Customer Success email templates will make your life easier.
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