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Client-facing canned emails made super easy with 40+ templates plus a basic business communications guide for you to keep going on your own.
Stop wasting so much time stressing over emails…
CRM canned email templates for service-based businesses.
Canned Email Templates
Step away from your inbox, and save time and headspace by plugging in these canned email templates for service-based businesses. They’re perfect for use with a CRM like Dubsado. It doesn’t have to be this hard and you don’t need to craft these from scratch on your own—especially not those tough conversations.
That’s a lot of time (and $$$ and sanity ) gone to a whole lotta nothing.
How much time do you spend perfecting the exact same email?
Or waiting for your biz bestie to give you feedback on a tough one that you have to send? To then rewrite it yourself approximately 12 more times before you’re satisfied it conveys the appropriate message?
Oh, and what about those late reminder emails you feel so awkward about sending to a certain client? So you put it off and stress TF out because you don’t get paid on schedule.
That's a lot of $$$
grab the pack
When you purchase these email templates, you’ll be given access to a personal private dashboard. This also includes instructions on how to best use this resource and tips to improve your business communications overall.
Project workflow emails
Firing clients
Scope creep
No free work
And more!
40+ client-facing email templates to communicate processes and more:
Leads + sending proposals
Onboarding
Offboarding + feedback requests
General admin
Payment past due
We aren’t a good fit
“You’re too expensive”
Email writing guide:
Setting boundaries
The “you” mentality
Professional email etiquette
Automating emails
What’s included?
And one of the things that makes it feel a whole lot better is knowing what to say and when to keep your clients happy. It also feels a lot easier when you have clear boundaries in place, and these emails will 10/10 help you get started with setting ones that work for you. Just plug them in, customize to make your own, and watch the difference it makes in your inbox.
Business should feel easy.
Get the exact project flow outline that the team follows for standard $8k-15k projects in my studio. It details every single step from lead inquiry to offboarding, including the canned emails we've implemented. You'll see a breakdown of how and when we get client sign-offs, consultation call protocol, and more of my proprietary process.
Typically only private coaching clients get access to this. 🙃
$97 value
bonus: The signature process workflow map
“Jill's email templates saved me AT LEAST 4+ hours when I was putting together all of the canned emails for my automation system in Dubsado. I'm a copywriter, so I was hesitant about using templates to write the emails within my client experience, but here's why I think these templates are so valuable: all I had to do was go through and add my unique voice -- Jill had already built the foundation for me. It would have taken me forever to do that, and I definitely would have forgotten details if I tried to write all my canned emails (there are soo many)
“Even though I’m a copywriter, setting up my Dubsado canned emails was a bit of a slog and I felt like I didn’t know where to begin. Jill’s emails gave me a framework to what I should set up in the back end of Dubsado, as well as a jumping-off point for the tone of voice I wanted to use for my clients.” “Jill is an exceptional person. I love her work and I’ve been using her canned email templates. They are amazing and make my life easier. Thank you Jill.” “Even though I’m a copywriter, setting up my Dubsado canned emails was a bit of a slog and I felt like I didn’t know where to begin. Jill’s emails gave me a framework to what I should set up in the back end of Dubsado, as well as a jumping-off point for the tone of voice I wanted to use for my clients. Even though I’m a copywriter, setting up my Dubsado canned emails was a bit of a slog
Here’s what others say about it…
— Annie Bacher, SaaS Copywriter
“Jill's email templates saved me AT LEAST 4+ hours when I was putting together all of the canned emails for my automation system in Dubsado. I'm a copywriter, so I was hesitant about using templates to write the emails within my client experience, but here's why I think these templates are so valuable: all I had to do was go through and add my unique voice -- Jill had already built the foundation for me. It would have taken me forever to do that, and I definitely would have forgotten details if I tried to write all my canned emails (there are soo many) from scratch. These templates are 100% worth it.”
— Grace Baldwin, Brand Strategist & SaaS Copywriter
"I was expecting to get some templates I could plug into Dubsado to save some time. What I got instead was a crash course on how to handle client communications in a way that makes me look like a boss AND creates boundaries. There's a ton of knowledge packed into this template pack.
— Christina Chiodo, Uh Huh Digital
“Even though I’m a copywriter, setting up my Dubsado canned emails was a bit of a slog and I felt like I didn’t know where to begin. Jill’s emails gave me a framework to what I should set up in the back end of Dubsado, as well as a jumping-off point for the tone of voice I wanted to use for my clients.”
— Lorie Lau, H&L Lovely Creations
“Jill is an exceptional person. I love her work and I’ve been using her canned email templates. They are amazing and make my life easier. Thank you Jill.”
I’m a new(ish) copywriter. Can I use these templates to write better for my clients?
Does this come with training to write my emails too?
How long do I have access to the materials inside?
You have lifetime access to this product as explained in the Terms & Conditions.
I’m a new(ish) copywriter. Can I use these templates to write better for my clients?
Yes! Use them however you’d like. You just can’t sell them as your own or lead people to believe that you created these, following the terms and conditions.
Does this come with training to write my emails too?
How long do I have access to the materials inside?
