Skip to content

Solar At Scale - Solar Closer Mastery

Pages
- 1. Software Set-Up
  Calendly
  Close CRM
  The Set Up
  Adding Email Signature
  Creating Phone Numbers
  Statuses & Pipelines
  Lead Statuses
  Opportunity Pipeline
  Custom Fields & Activities
  Custom Fields
  Custom Activities
  Templates
  Email Templates
  SMS Templates
  Reporting & Metrics
  How To Guides
  Leads and Contacts
  How to create a lead
  How to create a contact
  How to merge leads
  Calling & Auto Diallers
  Making/Logging Calls
  Automatic Diallers
  Emails & SMS Messaging
  Email/SMS Templates
  How to Send Emails
  Sending SMS messages
  Workflows
  Creating Tasks
- 2. Solar Product Knowledge
  How Solar Works
  Solar 101: A Guide To Buying Solar Power Systems
  Why Solar is Different
  Solar Batteries
  Heat Pumps
  Federal Govt Rebates (STCs)
  Calculating STCs
  Solar Victoria Rebate
  Solar Panel (PV) Rebate
  Solar for Renters Rebate
  Solar Battery Loans
  Hot Water Rebate
  Approved Products
  DNSPs
  Grid -Connection Rules
- 3. Sales Philosophy
  What is Sales?
  The Basics
  The 60/30/10 Rule
  3 Cs of Sales
  The Myth of Price and Money
  Convincing vs Persuading
- 4. Strategy Session
  Mindset of Closing
  Product Training
  Solar system size limits explained by state | Solar Choice
  Consumption Monitoring
  Switchboards
  Solar Panel Brands
  Solar Inverters
  How to sell on OpenSolar
  How to create the proposal & process finance
  Proposal Request
  Extra Charges
  Financing Solar
  Plenti
  Humm
  The Importance of Structure
  The Intro
  The Problem
  The Solution
  Future Pacing
  Cost of Inaction
  The Presentation
  Gaining Commitment
  Processing The Sale
  RECORDINGS
  LIVE EXAMPLE
- 5. Handling Objections
  Logistical vs Fear-based Objections
  Partner Objection
  Money Objection
  "Think About It" Objection
  Negotiation
- 6. Completing the Sale
  Applying for Rebates (VIC)
  Solar Victoria Rebate
  Solar Panel (PV) Rebate
  Solar for Renters Rebate
  Solar Battery Loans
  Hot Water Rebate
  Approved Products
- Untitled page

Solar At Scale - Solar Closer Mastery

/

...

/

Email/SMS Templates

Share

Explore

Email/SMS Templates

info

This SOP will outline:

Nuances of Email/SMS templates

How to create templates

If you’re using a template, make sure the email/SMS has formatted correctly with the template tags being used.

For example - If you’re using an email/SMS template that is taking information from one of the Lead Custom Fields within Close, make sure that specific field has some data inside!! Otherwise, your email/SMS will be blank where that template tag was placed (watch video below for context)

⁠

⁠

Method

Navigate to the Settings.

Click the Templates page under the Communication section.

Click the + New Template button on the top right of the page to create a new template.

+ Template.png

⁠

⁠

To create an Email template, make sure you are in the Email page

To create an SMS template, make sure you are in the SMS page

Email V SMS.png

⁠

Create the template as desired.

Give the template a name that will help you easily identify the contents of the template

Use template tags to automate the personalisation of the email/SMS you are sending!

Attach any files to the template you wish to send to the prospects/clients.

Screenshot 2023-08-29 at 3.42.51 pm.png

⁠

⁠

Screenshot 2023-08-29 at 3.43.27 pm.png

⁠

⁠

Once you are done and happy with your template, click Save.

Screenshot 2023-08-29 at 3.44.00 pm.png

⁠

⁠

Share

Want to print your doc?
This is not the way.

Try clicking the ··· in the right corner or using a keyboard shortcut (

CtrlP

) instead.