The near-perfect onboarding outreach email

By Rich Peterson
In 🌅 Now
2 Min read
T

For context, I was looking at CRMs for clients and thought I’d found the best CRM for my needs in a flashy, expensive CRM that did everything including walking your dog and making your breakfast. It wasn’t until I’d dived into the software that I found it didn’t fit my style and visibility needs. Too many clicks around to find information. To make a long story shorter, I ended up trialling OnePageCRM, even though I found the design slightly dated (mainly the colours and bold heading fonts #picky). Once I signed up, I actually found it versatile, clear and simple yet customisable. I’m still using it today for my sales pipeline!

As per most software programs, I got an outreach email from the founder. These can sometimes come from the area manager or the head of customer support and they’re either slightly pushy (join a webinar this week) or slightly deceptive (I”m personally reaching out to you…when it’s clearly automated) or just easy to delete. The one I received from Michael at OnePageCRM was the best I’ve received and I’ll explain why after:

Hi Rich,

Michael here, the CEO of OnePageCRM.

Even though I lead the company, I’m a natural “product person” and the user experience you get from our app means a lot to me.

Our users love OnePage and the focus it brings to sales, but if there’s anything that’s bugging you, even the smallest of issues that could be done better, I want to hear about it – so hit the reply button.

And ok, this is an automated email, but if you reply it comes directly to me and will be answered by me.

Best regards,
Michael.

Michael FitzGerald
OnePageCRM

Reasons why I love this email

  • Casual professional tone – “Michael here”
  • Shows why he’s asking – product person, user experience
  • Qualifies that even small things that bug me matter
  • Clear CTA – hit the reply button
  • States that this is automated = honesty
  • States where my feedback will go = me knowing that my time investment in giving feedback matter
  • States that it will get answered directly by Michael = personal

Final thoughts…add personality, set a clear tone and make the benefits obvious.

About the author

Rich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients.
-----------
Disclaimer: I use affiliate links on my website and only recommend what I use, have used or have vetted in the best interest of my readers. I may earn a commission if you click on an affiliate link, but it won’t cost you extra.

View all posts

Read more

I need a Typeform / Intake Form Expert – Complex form architecture, funnel optimization & connecting to CRM

By Rich Peterson
In 🤔 Advice
3 Min read
I

Question: Our team uses a very complex Typeform and we heard that you were an intake form expert, someone who can streamline a funnel. We also heard that you’re a business solutions architect who can help us streamline it. Where we are at in the process: – We use Typeform Professional and max out all of its capabilities (we use I believe every custom feature/capability). – This...

Read onRead later

CRM to manage client acquisition and fulfilment

By Rich Peterson
In 🌅 Now
2 Min read
C

More details: I am looking for a custom CRM tool/app/software that will enable me to manage information from client acquisition to job fulfillment. A description of what I am looking for 1. log into a portal by requesting entry and receiving text with a login code. 2. once in the portal being able to select between different entry points. 3. once in the area your working in, being able to create...

Read onRead later

Login portal for real estate agent on Squarespace website

By Rich Peterson
In 🌅 Now
2 Min read
L

More details of question: I want to create a login portal on square space for a real estate developer for client regarding the concerns of their homes. We need to create a login page and management portal of clients who buy our condos. After they move in, we want them to be able to log in and post pictures and issued they notice with their property so we can address them. And to be able to update...

Read onRead later

Sales funnel software for outsourcing firm

By Rich Peterson
In 🌅 Now
2 Min read
S

Question: Background ======== I am creating a new Software sales, business development and outsourcing brokerage/management firm. I am wanting to setup a software development project sales funnel system, combined with Project Management. Customers can visit our website will allow for anyone to submit a services request enquiry form. We act as independent sales, business analysis and PM broker for...

Read onRead later