Share
Explore

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.
⁠

Send Emails
0
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
0
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
A few quick questions...
There are no rows in this table
⁠
Related Docs
Now you're familiar with all the OKRs available to you, here's your companion toolkit to help implement all - or at the very least some - of them.
The ultimate OKR toolkit for product marketers by Product Marketing Alliance
Product Marketing Alliance
Descriptions of product marketing roles at various levels from the Product Marketing Alliance
Product marketing career table
Product Marketing Alliance
Use this launch tier framework to decide which priority your launch falls under and what kind of pre and post-launch assets you'll need to build and roll out.
PMA's Launch Tiers
Product Marketing Alliance
A framework to develop effective messaging for your target personas.
PMA's Messaging Framework
Product Marketing Alliance
There are lots of micro-projects and plenty of reliance on other internal teams to help launch products. Here's a checklist to ensure no stone goes unturned.
PMA's Launch Checklist
Product Marketing Alliance
Related Categories
Marketing
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.