How do lawn care businesses manage and reuse email templates for quotes, renewals, and follow-ups?
Would love the option to select email templates. HAd that on a previous crm.
for what im doing right now. i do lawn care. i have renewals i am sending out, previous customers im sending them quotes, and reaching out for other customers who used me for other services. they ea need their own opening email. on top of i offer prepay to current customers.
it would be nice to be able to select the template for it to drop in where appropriate. sure have the super generic one, but sometimes they need a bit of love.
as of now my work flow looks like this. create the email templates in a word document. go to create quote. then email customer. go to word document and copy and paste. yes it works. would be nice to be in house.
also for the searching of templates, i will say it can get cluttered. it would nice if you open email, there is the super generic email. a button to the side, replace with a template, you click it creates a drop down menu. it would be great to have folders, that templates can be in, and then you click that folder to get where you want. they can all be there as one list, but the folders, should in theory make it easier to find what your looking for especially, if one is bad a naming them.
for me it would look like (big folders) all my main services, mowing aeration seeding, christmas lights. under that i would have current customser former customers prepay email (as thats a seperat thing) etc.
not sure if that makes sense.