10 Best Customer Success Email Templates for 2022
Emails: The faster, yet somehow more tedious, successor to the carrier pigeon! On a typical workday, you can expect dozens of emails to come across your desk – some urgent, some less pressing, and some less pressing, but the sender thinks are urgent. But if your inbox receives customer emails, paying attention to all of them is of the utmost importance.
The best customer success teams are generally proactive problem-solvers dedicated to long-term growth and, unfortunately, redundant emails. But you can make things less tedious and repetitive – and focus on customer retention and satisfaction – with customer success email templates.
What Is Customer Success?
Customer success is a business strategy you’ll use to make sure clients have the best experience with your product or service. Customer success professionals are often responsible for onboarding new clients, regularly checking in with established clients, and advocating for client needs within their own organization, among other duties.
Although you may see this term used interchangeably with “customer service,” they’re not the same, though they are both elements of the customer experience. By comparison, customer service – which, to make things more confusing, you’ll also see called “customer support” – seeks to solve short-term issues. Such problems are often software glitches or technical challenges.
The 10 Best Customer Success Email Templates
These templates can show your customers you’ve got their back, and since these templates have done the heavy lifting for you, they can help you more efficiently manage your accounts. It's an all-around win.
Welcome Email To A New Client Template
Hi {formtext: name= Arya; cols=5} ,
Welcome aboard to Dragon Inc! We’re thrilled to have you among our wonderful customer base. We know that there are a lot of options out there, so, on behalf of the entire team, thank you for trusting us with your needs.
We know you’re still taking in all the sights and sounds, so let us give you the grand tour. For more information and weekly articles showcasing our industry expertise, check out our blog posts – you can subscribe here [add link]. To stay tuned on our socials and get a glimpse behind the scenes from the product team, follow us on Facebook, Instagram, and Twitter.
As always, if you have any questions – any questions at all – or if you just want to tell someone how your day is going, I’ll be right here. At Dragon Inc, we’ve got you covered.
Best Regards,
Bran Stark
Customer Success Manager
Sales to Customer Success Handoff Template
It’s great to meet you! I’m Sansa, and I’ll be taking over for Bran since you’re now officially a Dragon Inc customer. Congrats, by the way! We’re so happy you’ve decided to take our relationship to the next level.
As we embark on this experience together, I’ll be here along the way to make sure you have everything you need with. It’s my privilege to guide you through your journey at Dragon Inc, and who knows, maybe we’ll share a few laughs along the way.
To get started, please schedule a meeting with me by replying to this email, and I’ll try to find a date and time that works for a brief onboarding session. This way, I can show you all the tips and tricks you need to best navigate all the opportunities Dragon Inc can provide for you.
Best Regards,
Sansa Stark Customer Success Manager
Customer Check-In Email Template
I trust the week is keeping you busy – in fact, I’ve noticed you haven’t used Dragon Inc Dashboard very much recently. So I’m swinging by to check-in. I want to see if you need anything, if everything is working out for you, and how I can help you get the most out of Dragon Inc’s dashboard
I realize that, sometimes, using Dragon Inc can pose a few questions. So here’s a blog post that highlights our most frequently asked questions categorized by product type. And don’t forget to visit our website for more information anytime, anywhere. If you need or want any additional help, please email me.
Best Regards,
Sansa Stark Customer Success Manager
Helpful Tip Email Template
I noticed that you’ve started a free trial with us. On behalf of all of us here at Dragon Inc, welcome! I’d love to set up a call with you to chat more about all our awesome features. And for now, I encourage you to check out our blog post with pro-tips. You’ll find all kinds of helpful advice there for mastering our Dashboard in four easy steps. This quick read should have you feeling extra confident when you’re done.
Before we chat more, I’m here to help whenever you need – just shoot me an email, and I’ll get back to you ASAP.
Have a great day!
Sansa Stark Customer Success Manager
Escalation Email Template
I apologize for the inconvenience of being unable to pay for your monthly subscription. It’s disappointing to hear about your experience, and rest assured, I’m doing everything in my power to correct this issue. To update you: After contacting the product team and getting to the root of the issue, we are now working quickly to resolve the problem.
I’ll contact you as soon as things are all taken care of. On behalf of Dragon Inc, we appreciate your patience, and thank you for contacting us.
Sansa Stark Customer Success Manager
Connecting With Unresponsive Customer Email - Informal Tone Template
Long time no talk! Since I haven’t heard from you in a while, I just wanted to see how you’re doing with using Dragon Inc. . I can answer any and all questions, give you insight into our new offerings, and ensure you have the best possible experience.
Let me know your availability, so I can quickly get you what you need. You can schedule a call with me by replying to this email.
Talk soon,
Sansa Customer Success Manager
Connecting With Unresponsive Customer Email - Formal Tone Template
I hope this email finds you well.
I wanted to reach out and ensure that you have received my prior email about onboarding with Dragon Inc. It’s my mission to ensure that you’re having the best possible experience with us. If there’s anything I can do to improve your experience, please let me know, and I will be happy to help. You can schedule a call with me by replying to this email.
Thank you,
Sansa Stark Customer Success Manager
Invite to Call About An Issue Or Concern
I know the last time we spoke, you mentioned that team setup did not go as expected. Would you like to set up a call to discuss things further? If you need a hand, I have some new insights on our setup that I’d love to share with you.
Please schedule a meeting with me at your convenience by replying to this email, so we can get everything sorted. That way, I can help you feel more at ease with Dragon Inc and show you some other cool features you might appreciate.
Looking forward to connecting,
Sansa Stark Customer Success Manager
Product Feedback Email Template
We noticed that you recently upgraded to a business account. As a longstanding Dragon Inc customer, your feedback means the world to us, so we’d love to hear what you think.
Your feedback can help our product team improve as we continue to strive for the best user experience. It’s our mission to help our wonderful customers quickly get the results they’re looking for.
If you have some time, please take a minute to fill out the survey below. We’d super appreciate your thoughts. Thanks for helping us make Dragon Inc the best it can be.
Cheers!
Sansa Stark Customer Success Manager
Possible Churn Email Template
Hi {formtext: name= Arya; cols=4}
We’ve noticed that you’ve recently stopped using your Dragon Inc account, and I wanted to see if there was anything we could do to change that. We pride ourselves on ensuring that our dashboard can give you everything you need, and we’re happy to show you how to get there.
If you’d like to chat, please let me know the best time for you to meet and thoroughly address your concerns. For more information on maximizing your business outcomes, check out this blog post for everything you need to know. There, you’ll see expert pro-tips, studies showing the benefits of Dragon Inc, and other valuable information.
I look forward to working with you to make your goals a reality. As always, I’m here to help, so just shoot me an email anytime, and I’ll respond ASAP.
Thanks,
Sansa Stark
Customer Success Manager
Save Time with Text Blaze
A happy customer makes for a happy customer success team. The best ways to maintain customer relationships include keeping tabs on your email interactions and anticipating their needs, wants, and desires. Plus, email marketing helps take potentially interested users from the trial period to the full-fledged customer stage. It can take a lot of hard work to get a customer to this point, but with templates, it becomes an easy task for any customer success team member.
Text Blaze’s snippets and dynamic templates can shave hours of valuable time off this vital process. It allows you to create, save, and personalize the above customer success email templates for maximum impact. You’ll have your arsenal of key customer emails ready to go, so you can maintain a consistent tone of voice in all your written communications. When you have these emails at the ready, you can save valuable time and get back to doing what you do best: Helping customers.
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