Email Templates as Word and PDF files Cloud Fintech Agnostic!
This is a series of email templates that will be a great head start on creating consistent communications that can be sent out efficiently. “Never compose an email twice!”
Here’s a quick rundown sampling:
- Nagging – Start of the Month and Monday Morning reminders. We can’t complete…
- Gov’t – HST, PD7A reminder, approval and filing confirmations. Rep a Client instructions.
- App partners – Disconnected bank connection notices. Notices accounts have been set up. Education sessions notices.
- Collaboration and approval – Report approvals. Daily Sales, UDFs, Sales clearing reports.
This is the short list. In all there are over 20 templates that cover everyday bookkeeping and engagement communications.