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Old Clients Email Template

Users can use Sales template for virtually anything. Planning to move? There’s a CRM template for that. Need a better way to contact past clients? There’s a Past Clients Email Template for that too!

Template Configuration
8

Task status

New

Follow Up

Interested Still

Not Interested

Lost Forever

Did Not Renew

Finished

Closed

4

Task type

Payment Received
Sent Request
Quote Sent
Pending
11

Custom field

Plan

Engagement

Demo

Contact

Email

Payment Type

Website

Closed Date

Phone

Last Touched

Opportunity

Template Details

It was the best of times, it was the worst of times. We are affected by recession right now. However, right now during the COVID-19 is the best time to reconnect with our old clients and offer help.

Old Clients Email Template

By reaching out for the right reasons and at the appropriate moments, you may increase your chances of success. In the following article, we will offer you some sample letters to reconnect with old clients.

Hi [client name],

I recently came across this article, [article title], and thought you would be interested. With everything going on, I hope you, your family, and your business are doing well right now.

It is my honor to offer you any support, please don’t hesitate to reach out.

Sincerely, yours

[your name]

Old Clients Email Template for Reconnecting Past Clients

Task Status: ☹[Did Not Renew]👌[Follow Up]🖐[Interested Still]❌[Not Interested]❎[Lost Forever]
Task Type: [Sent Request] [Quote Sent] [Pending] [Payment Received]
Custom Field: Contact(text), Engagement(text), Email(text), Phone(text), Payment Type(text), Website(URL), Close Date(Date),Last Touched(Date), Demo(text), Opportunity(Number), Plan(Text)
Task View: List, Board. File, Wiki
Custom Field can be shown: Create Time, Expire Date, Assignee, Type, Contact, Engagement, Email

How to reconnecting with past clients?

Before Tracup dive into deeply, Tracup has a sales template here that users can access to give their inspiration on what they can do.

![Tracup_task_status_template](E:\work\pgy\Translated file\Already translated\8.4\How To Reconnecting With Past Clients Email Template\attachment\Tracup_task_status_template.jpg)

Within the Tracup platform, users like to think of their templates as being like a diving board for jumping into the pool.

![Tracup_task_type_template](E:\work\pgy\Translated file\Already translated\8.4\How To Reconnecting With Past Clients Email Template\attachment\Tracup_task_type_template.jpg)

Send email when working remotely in Tracup

So it gives users a lot of inspiration and then they can take that template and tweak it to fit their very specific use case, and make it excellent for them to add this template they’re going to.

![Tracup_custom_field_in_this_template](E:\work\pgy\Translated file\Already translated\8.4\How To Reconnecting With Past Clients Email Template\attachment\Tracup_custom_field_in_this_template.jpg)

Users can search for ones that are best for them. Once they find something that really works for them. They can save that and use it over and over.

![Tracup_gif_for_diferent_type](E:\work\pgy\Translated file\Already translated\8.4\How To Reconnecting With Past Clients Email Template\attachment\Tracup_gif_for_diferent_type.gif)

Reconnecting with old clients business email sample

Hi [client name],

I hope everything in the world is going well for you. I wanted to let you know that I have some extra bandwidth, roughly [hours per week], if you need any assistance during this period.

As this situation continues, please know that I am always available for a chat to discuss how I may assist you and your firm during this difficult time.

Thanks,

[your name]

Tracup has lots of different sales ones that they can look at from account management.

![Tracup_template_example](E:\work\pgy\Translated file\Already translated\8.4\How To Reconnecting With Past Clients Email Template\attachment\Tracup_template_example.jpg)

Getting back in touch email template

Tracup has an entire webinar on CRM so users are going to use this account management template to get started when they click the use template they can just add this folder. They’re going to use this one they’ll give it a nice name.

Here are four custom fields shown in default:

![](E:\work\pgy\Translated file\Already translated\8.4\How To Reconnecting With Past Clients Email Template\attachment\Tracup_four_custom_field_shown_intheweb.jpg)

Kindly Tips for Users to Reconnect with Clients

Take Notice of Above Four Things
1. Two same custom fields are not allowed in the same work space, and are shared in the same work space
2. Maximum 30 custom fields in one work space
3. Default to show 4 custom fields on list view
4. When choosing a new project template, user has already created the same customer field and they cannot share the same name in Tracup. Tracup project template will set these two same fields by default. If users have set some special setup in this custom field, Tracup will generate the same name and add label (1) behind the title in default.
Creator
Other Info

Built in 2022-08-29 14:35:31

Project
Sales & CRM
Beginner
Recommed

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