Charming email templates for every possible scenario a freelancer, agency, or b2b supplier could ever face.

So, what's in the pack?

Sales Templates

The pack contains emails designed to boost your sales prowess without leaving your comfort zone. Effortlessly use these templates for...

• Building rapport with a nervous prospect. Show your future client you understand their position while making the most persuasive case imaginable. Provide peace of mind and showcase expertise in one swift template.
  
  
• Entertaining prospects who are currently reviewing your proposal. Use this friendly e-nudge to demonstrate your overwhelming, infectious enthusiasm - without appearing annoying or try-hard.
  
  
• Getting in touch with a former colleague, enquiring as to their wellbeing while also conveniently informing them of your recent freelancer status.
  
  
• Contacting a former colleague with the exciting news of your new agency / saas platform / other business’ inception.
  
  
• Surreptitiously reappearing in the inboxes of ex-clients, reminding them of your unbridled skill sets, fondness of food and shelter, and availability for any potential projects they may have.
  
  
• Earning the attention of more tepid prospects after a previously white-hot exchange may have fizzled out - complete with a cheeky reminder of your ability to make their projects pop.
  
  
• Convincing ex-clients to refer you to their most agreeable - and most monied - acquaintances, accomplices, companions and confidantes.
  
  
• Helpfully clarifying and cross-selling other services and products your clients may need, but be unaware of.
  
  
• Transforming the disappointment of a rejected proposal into an opportunity by asking your prospect for constructive feedback.
  
  
• Updating and delivering a meticulously amended proposal in line with a prospect’s comments.
• Responding to potentially problematic probes from prospects in the vein of, “What can we do for X% less?” ensuring you don’t offer to do more work for the same money.
  
  
• Stopping overenthusiastic prospects from appending additional arbitrary assignments to a proposal - without increasing your fees. 
  
  
• Relighting the fire with slow-burn prospects - gently jogging their memory without being pesky, irritating, or giving them the hard sell.
  
  
• Obtaining a hard-won response from a prospect you’ve previously unsuccessfully pitched for work. Persistence without the pressure!
  
  
• Pivoting your prospect’s perspectives and priorities from price being their single paunchy pain point. Convince them you’re worth their hard earned cash.
  
  
• Making a genuine, highly-persuasive case for you and your team being the prospect’s best choice for the work they need to get done.
  
  
• Alleviating niggling concerns from a prospect who’s sold on your services but worries about engaging with freelancers or smaller agencies.

Client & Team Management Templates

This pack contains the copy to make your day to day activities less repetitive and more invigorating. Forget any awkward inbox interactions and get back to doing what you do best, with templates for...

• Introducing a new team member to your team or your client, without treading on anyone’s proverbial toes.

• Informing your client of a team member’s departure, with tact and courtesy.

• Delivering a weekly or monthly report to a client without spending hours on unnecessary waffle.

• Following up a phone call or conference with any key notes, minutes, and next steps.

• Checking in to demonstrate your latest accomplishments for your client. Using proactivity to eliminate any need for chasing or micromanagement. ;)

• Pushing any scheduled calls or conferences back due to illness or other personal, difficult or private issues.
  
  
• Organising a catch-up call after a customer’s trial period is over to secure that all-important lifetime value.

• Introducing new specialist freelance team members (for example, a graphic designer) to your client without appearing uneasy or inviting a million follow up questions.

• Introducing yourself to - and ingratiating yourself with - a previously unknown contact on a client’s team you need something from.

• Introducing yourself to a contact more senior than your primary contact - for example, the Head of Marketing over the Marketing Manager - while avoiding any faux pas.

• Building a rapport with a brand new client a few weeks into your engagement - creating genuine trust, and using their experience of your working arrangement thus far to improve things further.

• Politely, but pointedly asking for clarification regarding something said on a recent phone call.

• Charmingly reminding a client of an upcoming key deadline of theirs that is important to the project’s completion. Never sit waiting for a client to send images for a Facebook Ad campaign ever again!

• Asking for a favour from one or more of your team members.

• Apologising for being unfair to one of your team members, or mishandling a situation.

• Thanking a potential team member for their time and participation in an interview.

• Introducing yourself with pizzazz and gusto to a contact at another agency with whom you share a client.

• Sincerely apologising for a mistake you or a team member made on a project - and bolstering your professional relationship in the process.

• Asking a new client for an honest opinion on their service thus far, without appearing needy or intense.

• Skilfully persuading even the laxest, most forgetful of clients to get those overdue invoices paid - without the need for small talk or needless justification!

• Introducing a professional or supplier you’ve recommended to a client and making the best impression possible.

• Enticing new clients into paying invoices upfront by offering a cool 5% discount on every invoice.

• Thanking a team member or supplier sincerely and professionally for their exceptional work - in the short or long term.

• Informing your team of an exciting new client win, along with key contacts, basic scopes of work, adulation, wealth, celebratory whiskey, and any other pertinent details.

• Introducing your all-star team members to a newly won client in a metered fashion that emphasises their abilities without being overwhelming.

• Assuring a client or prospect you’ve received their question - and will reply with an answer post haste (read: when a suitable answer has been extracted).

• Introducing partner marketing into the mix! Considering two complementary clients who may be able to work together, then solving a problem they didn’t know they had by introducing them.

• Thanking enthusiastic potential employees for their interest, and following up with an online interview invitation.
  
  

Questions & Answers

Who is this pack for?

• Freelance professionals. 
• Agency owners. 
• B2B suppliers. 
• Anyone who a) Wants to close more deals and b) Keep those clients happy and paying your invoices (and on time) for longer. 

What exactly is in the Charming Smooth Operations Template Pack?

This name reflects the contents of the pack, containing:

• 45 Charming email templates to make the sales process go smoothly - and keep your clients happy.
   
• Templates such as the audit templates and brainstorm output template that enable you to demonstrate your expertise and suggest ideas that earn the prospect’s curiosity - making it easy for you to get them to agree to a sales call. 
  
  
• Templates to help close deals such as the sales pitch deck - and the proposal template.
   
• Some excellent additional bonuses for good measure because, well, I can’t resist!

Do I have these templates already?

Not unless you have previously bought this specific pack. These templates are not included in any other pack or bundle.

Are you sure? I own a few of your packs.

See above. :-)

Do I have any of the bonuses already?

Not unless you have previously bought this specific pack. All the bonuses are included with this pack only.