Indow
Sales Email Templates
• Integration of value added service:
Self-Install
• Optional tracks of email communication
or follow-up after phone consultation
• Refer to sales guide and consumer sales
presentation for additional
communication tips
Template 1:
Initial
Customer Contact
[Attachments Needed:
Indow Brochure, 2 case
studies, and
Questionnaire]
Next steps with
Scenario 1
No reply: Contact
customer again with
template 2 in 2-3
business days to ensure
they got your message
Replies with date/time
for phone: Follow Indow’s
Sales Guide and use
consumer sales
presentation online if
client is in front of a
computer. Email template
4 AFTER phone
conversation.
Sends questionnaire back:
Proceed with template 3
Hi NAME,
Thank you for your interest in Indow! My name is [Name] and I
am with [Company], your [Service Area] Indow dealer. [Can also
provide a 1-2 sentence summary of your company here] I am
happy to hear more about your window problem and provide a
professional recommendation of how we can help.
We do need to know a few key details about your windows, and
then I can walk you through how the product works and what the
next steps will be going forward.
Do you have time for a call at one of the following times? I
can quickly get the information I need and provide you with an
estimate over the phone if you happen to have your window’s
width and height dimensions. Ideally you can be in front of a
computer at this time so we may look at a couple items
together.
[Insert 2-3 possible dates and times for a call. Can also use
a web application such as TimeTrade to give them access to
your calendar]
If you would rather communicate via email, please complete the
attached questionnaire and email it back to me so that I can
better understand your situation.
I have attached a brochure and some case studies for you to
review. Let me know if you have any questions or concerns and
I look forward to bringing comfort to your home!
Template 2: No
Reply to Inquiry
[Attachments Needed:
Indow Questionnaire,
another case study
Next steps with
template 2
No response: Try
calling/emailing client
again after 4-5 days and
then move to cold storage
Replies with date/time
for phone: Follow Indow’s
Sales Guide and use
consumer sales
presentation online if
client is in front of a
computer. Email template
3 AFTER phone
conversation.
Sends questionnaire back:
Proceed with template 4
if you have all the
information you need in
order to make a proper
assessment.
Hi [NAME],
I am following up to find out if you received the Indow
information we sent on [DATE].
Your time is valuable, so we understand if you have not
yet had the time to review this information. Here are
some updated available times if you would like to have a
call, or you can complete the attached questionnaire:
[Insert 2-3 dates and times. Can also use a web
application such as TimeTrade to give them access to
your calendar]
If for any reason you are no longer interested in Indow,
please let me know so that I may archive your
information. Should you need any further assistance in
understanding the benefits of Indow, don't hesitate to
contact me.
Thank you,
Signature
Template 3:
Providing an
Estimate PostPhone Call
[Attachments Needed:
Estimate package, and
customer handout (either
comfort ROI, laser
tailoring sheet, another
case study, or a link to
a blog post depending on
customer’s needs)]
Next steps with
template 3
After the appointment:
Call client when order
arrives to schedule a
pickup date and to go
over the transportation
requirements for their
particular sized order.
Email template 6 after it
has been scheduled.
Hello [Customer Name],
Thank you for speaking with me today! I think Indow will be a
great fit for your home in providing additional comfort.
Attached is the estimate that we discussed on the phone. Please
let me know if there are any changes you would like to make in
the grade type or color of the tubing.
The process from here is very simple. We come out to your home
for a laser measurement appointment on [DATE/TIME] and will need
approximately [XX MIN/HOURS (# OF WINDOWS X 15 MIN)] to take
laser measurements your windows. A 50% deposit will also be
collected at this time.
There will need to be a minimum of a 5/8 inch interior frame
depth in order for the Indows to be effectively installed, so
please check for this prior to the appointment. Please also
ensure that all window blinds, curtains, hardware, and any
obstructions within 2 feet of the windows have been removed
prior to our arrival.
After the measurement, it is 4-6 weeks for manufacturing and
shipping. Once your order is ready we will call you for the
pickup and it is less than 10 minutes a window to install! We
also have a white glove delivery and installation service if you
would like our assistance.
Please send me your written confirmation of this message, and
let me know if you have any questions or concerns. Thank you for
being our customer and we look forward to the next steps.
Template 4:
Providing an
Estimate Emailed
from
Questionnaire
[Attachments Needed:
Estimate package, and
customer handout (either
comfort ROI, laser
tailoring sheet, another
case study, or a link to a
blog post depending on
customer’s needs)]
Next steps with
template 4
No response: Follow up
with client after 2-3
business days, preferably
by phone
Replies with confirmation:
Template 5
Replies with decline: Work
through sales guide to try
and understand objections
and see if they can be
overcome
Hello [Customer Name],
Thank you for [speaking with me today/sending in your
information]! I think Indow will be a great fit for your home in
providing additional comfort.
I have attached an estimate based on the dimensions you
provided. This estimate is based on the [standard grade] option.
If you would like to change to a different treatment option,
like [acoustic or museum grade], please let me know and I will
send you an updated estimate.
**Please note that there will need to be a minimum of a 5/8 inch
interior frame depth in order for the Indows to be effectively
installed. Please notify us if blinds, window hardware, or
other possible obstructions are within 1-3 inches of the
existing window glazing.
The process from here is very simple. We will need to come out
to your home for a laser measurement appointment so that an
exact image of your window opening may be created. We will
collect a 50% deposit at this time. From there it is 4-6 weeks
for manufacturing and shipping. Once your order is ready we will
call you for the pickup and it is less than 5 minutes a window
to install! We also have a white glove delivery and installation
service if you would like our assistance.
Please let me know if you are ready to move forward, provide the
best phone number to reach you at, and I can get your laser
tailoring appointment scheduled right away! If you have any
questions or concerns, do not hesitate to call.
Template 5:
Confirmation of
Appointment
Next steps with
template 5
After the appointment:
Call client when order is
in transit to go over
options for the pickup
service if you have not
already. If picking up,
schedule a time and go
over the transportation
requirements dependent on
their order size. Email
template 6 after it has
been scheduled.
Hello [Customer Name],
We come out to your home for a laser measurement
appointment on [DATE/TIME] and will need approximately
[XX MIN/HOURS (# OF WINDOWS X 15 MIN)] to take laser
measurements your windows. A 50% deposit will also be
collected at this time.
There will need to be a minimum of a 5/8 inch interior
frame depth in order for the Indow to be effectively
installed, so please check for this prior to the
appointment. Please also ensure that all window blinds,
curtains, hardware, and any obstructions within 2 feet
of the windows have been removed prior to our arrival.
Please let me know if you have any questions or concerns
prior to your appointment. Thank you for being our
customer and have a great day!
Best,
Signature
Template 6:
Notification of
Arrival
Attachments needed:
[Consumer Installation
Guide, Care Guide]
Next steps with
template 6
After the pickup date:
Email template 7
Hello [Customer Name],
Comfort is almost here! Your pickup appointment is confirmed on
[DATE/TIME]. Please make sure to follow the instructions we went
over on the phone and take special note of the following tips:
What do I need to bring to the installation?
•
Bring blankets to pick up your order
•
Measure the vehicle to make sure they can
fit
•
Bring a friend if your windows are over 12
sq ft
Remember once you get it home
•
Unpack carefully
•
Inspect package after unpacking
I also recommend reading through the attached Installation Guide
and the Care Guide so you will be ready for your installation.
To prepare your home:
•
Take down blinds, curtains or obstructions
•
Move furniture, plants or anything else in
front of windows
•
Clean windows & frames
If you run into any issues during the install, do not hesitate
to give us a call. If we need to come out to the home to assist,
service fees will apply.
Thank you and have a great day!
Sincerely,
Signature
Template 7: PostInstall Followup
Hello [Customer Name],
[COMPANY NAME] strives to provide high quality products
and services. Please let us know how we are doing by
answering this short survey. It should only take a few
minutes to complete.
Fill out our customer feedback form [Link to Indow
Survey or to your own survey]
Also, if you want share your experience with others,
check us out on Yelp! [Link to your Yelp page]. Don’t
forget to also follow us and Indow Windows on Facebook
[Link to company Facebook] and Twitter [Link to company
Twitter] for future specials and news updates.
We appreciate your time and look forward to receiving
your feedback. Thank you for being our customer.
Best regards,
Signature