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PMA Win/loss email templates

Email templates you can send to customers you have won or lost to conduct customer interviews.
If you’re struggling to get won or lost deals to sign up to an interview, here are a couple of concise templates to try. Remember, if your emails aren’t working, just like any type of email, play around with your words and A/B test your approaches until you find that magic formula.
If you integrate with the , you can click on the Create Draft button to automatically create the draft of these email templates based on the Subject and Email recipient you define.
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Deals Won
10
Deals Lost
15
Pick email type
Deals Won
Customer Name
Alan
Customer Email
Name of your product
My Cool Product
How many minutes for call?
10
Draft Email Message
Hi Alan,
Thanks for picking My Cool Product and welcome to the team!
We’re always working on ways to make what we’ve got even better for our customers and to help us do that, we’d love to talk to you about why you chose us over others.
The call will only take 10 minutes and we’ll just be asking you a few questions about how we’ve done so far.
If you’re in, you can book a time and date that suits you here.
Speak soon, hopefully!
Thanks,
Bob
Create Draft
Create Draft


Email types
Type
Email Message
Email Subject
1
Deals Won
Hi {1}, Thanks for picking {2} and welcome to the team! We’re always working on ways to make what we’ve got even better for our customers and to help us do that, we’d love to talk to you about why you chose us over others. The call will only take {3} minutes and we’ll just be asking you a few questions about how we’ve done so far. If you’re in, you can book a time and date that suits you here. Speak soon, hopefully! Thanks, Bob
Thanks for purchasing our product
2
Deals Lost
Hi {1}, Thanks for looking into {2} and I’m sorry to hear you went elsewhere. To help us learn and grow, we’d love to hear about your journey with us and how you felt we did - there’ll be zero sales pressure, promise! The call will only take {3} minutes and you can book a time and date that suits you here. Speak soon, hopefully! Thanks, Alice
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