All Templates

#Project #Sales & CRM #Beginner

Old Clients Email Template

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!

Template Configuration
8

Task status

New

Follow Up

Interested Still

Not Interested

Lost Forever

Did Not Renew

Finished

Closed

4

Task type

Payment Received
Sent Request
Quote Sent
Pending
11

Custom field

Plan

Engagement

Demo

Contact

Email

Payment Type

Website

Closed Date

Phone

Last Touched

Opportunity

Template Details

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.

Old Clients Email Template

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.

Sincerely, yours

[your name]

Old Clients Email Template for Reconnecting Past Clients

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

How to reconnecting with past clients?

Before Tracup dive into deeply, Tracup has a sales template here that users can access to give their inspiration on what they can do.

![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)

Send email when working remotely in Tracup

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)

Reconnecting with old clients business email sample

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.

Thanks,

[your name]

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)

Getting back in touch email template

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.

Here are four custom fields shown in default:

![](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)

Kindly Tips for Users to Reconnect with Clients

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.
Creator
Other Info

Built in 2022-08-29 14:35:31

Recommed
View All
Pro forma Predictions

Pro forma predictions are crucial financial projections that display the anticipated outcomes of a business or project based on specific assumptions or scenarios. They serve as invaluable tools for planning, budgeting, forecasting, and securing financing.

Navigating the complexities of sales profits often requires a tailored table or list to effectively organize and streamline your data. Reporting predictions for future revenue can be a daunting task; however, our template simplifies these calculations for you.

The Tracup Pro Forma Predictions Template focuses on anticipating and forecasting forthcoming financial trends, as well as evaluating the potential impact of unexpected events on your business. With the Tracup Pro Forma Template, you can efficiently complete these essential projections.

Our comprehensive template not only provides examples of prediction statements but also includes detailed data on every aspect of sales. Elevate your performance and gain a competitive edge with Tracup's robust Pro Forma Predictions Template at your disposal.
Marketing Activities

You and your team can organize your campaign planning and execution on this board. Invite your team so you can assign owners, keep track of due dates, and see the progress of your campaigns at every stage.

This board is for you and your team to plan and work together on campaigns in one central place. Invite your team so you can assign owners, track deadlines and view campaign status each step of the way. Feel free to customize this board to fit your team's needs and workflow.

Marketing activities are activities that are used to promote a product or service.
These activities can include advertising, customer engagement initiatives, promotional activities, and other strategies that are used to attract and retain customers.

A well-planned and implemented marketing activity template can help to create a consistent message, create brand awareness, and drive sales.
Account Planning Tracker

Account planning is essential in keeping existing clients and developing favorable relationships with them. It is the process of detailing key information about a potential customer or current client, such as their contacts, their business content, and monthly revenue, and expanding your relationship with them.

Maintaining current clients and generating new clients are both essential components of effective account management. This template from Tracup provides a practical way to keep track of all of your accounts, notes, and follow-ups on one site.

With a variety of filters available, you can concentrate on different accounts according to their monthly earnings, priority, and other key elements. Account Planning Tracker Template lists out the most crucial information in client management.
Sales Invoice Management

This invoice tracker template is more complex than a simple bill. With the help of the invoice tracking template, you can store several invoices without having to create different files by keeping track of your clients, invoices, and invoice details in one place. This readily available invoice tracker form can also be used to examine data from earlier invoices.

You are probably well aware of how annoying administrative work can be. Check out Tracup's invoice management template if you have numerous clients and a variety of services or goods to offer. This customizable template can be modified to meet any demands or requirements you may have.

With the help of this easy yet effective invoice management template, you can monitor invoice progress, improve your marketing strategy, and optimize your invoicing system. You will have everything on one site, including sales invoices and bills, crucial data, and track on how the bills are handled.

Use Tracup to start your high performance collaboration

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

Add comment for