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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

Gmail Pack⁠

, 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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Send Emails

Send Emails

Deals Won

Deals Lost

Pick email type

Deals Won

Customer Name

Alan

Customer Email

⁠

al@codadoc.io⁠

⁠

Name of your product

My Cool Product

How many minutes for call?

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

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Email types

Email types

Type

Email Message

Email Subject

Type

Email Message

Email Subject

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

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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