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!
Did Not Renew
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.
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.
|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|
![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)
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)
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.
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)
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.
!(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)
|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.|
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You may encounter diverse issues and challenges reported both by customers and staff every day. It is hard to keep detailed information on each issue when you are busy operating other businesses.
However, no need to be nervous about it. The organization's issues and the resolution steps are all displayed in this simple but powerful issue tracker template. Each issue should be given priority, assigned to important team members, and then marked as resolved.
Additionally, you can manage problems with your team in real-time while tracking progress thanks to Tracup's Customer Issue Tracker Template. Check out our free issue tracker template!
Businesses' success often depends on their satisfied, happy consumers. They're what makes your expansion into a flywheel instead of a funnel. Managers are eager to create enjoyable experiences for customers. To achieve this goal, you must genuinely comprehend who they are and what they think of you.
Surveys of customer satisfaction give businesses the opportunity to strategically improve their products, enhance user experience, and provide exactly what the market wants. Our Customer Satisfaction Survey List provides the best example for service-based companies in which not only customer feedback is collected, their feelings and knowledge of concern are tracked as well.
Use Tracup's Customer Satisfaction Survey template to make sure your business is aware of what clients think of your assistance, services, and brand.
A weekly sales report is a tool used by businesses and individuals to track sales progress and important KPIs, including, but not limited to, lead-to-opportunity ratio, customer conversion ratio, sales volume by channel, and total sales per week.
Tracup Sales Weekly Report List works to help organize and manage employees' workflow and sales pipeline. For employees, you can prepare a report for your boss at the end of the week by simply entering amounts into the customizable fields within the sales activity tracking template for specific days.
This readily available template for a weekly sales activity report can be used by a salesperson to monitor their weekly sales activity against a sales goal. Sign up for Tracup and try now!
Sales KPI aids in tracking all sales indicators from various perspectives. The KPIs provide a methodical way to track and enhance sales performance, spot opportunities, and prospects, and boost revenue creation.
Tracup's Sales KPI Tracker Template contains quantifiable measures that assess sales staff performance and salary. It includes both weekly and monthly trackers involving key performance evaluation indicators such as total sales revenue and the number of sales.
Apply this template to improve your work efficiency and save every billable minute at the end of each month. To enhance and boost better performance in the sales department, try this template for free.
Enter your email to try out or ask your client service consultant at the lower right corner to know how Tracup can help you further