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Solar At Scale - Solar Setter Mastery
  • Pages
    • 1. Solar Product Knowledge
      • How Solar Works
        • Solar 101: A Guide To Buying Solar Power Systems
        • Why Solar is Different
      • Solar Batteries
      • Heat Pumps
        • VIC
      • 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
    • 2. Sales Philosophy
      • What is Sales?
      • The Basics
      • The 60/30/10 Rule
      • 3 Cs of Sales
      • State Management
      • The Myth of Price and Money
      • Work Ethic & Perseverance
      • Convincing vs Persuading
    • 2. Outbound Calling
      • Leads
        • Approaching Different Types of Leads
      • Cold Calling Script
      • Aged Lead Script
      • RECORDINGS
      • Rebuttals
      • Voicemail Script
    • 3. Triage Call
      • Triage vs Discovery Call
      • Mindset
      • Goals of a Triage
      • Technical Knowledge for Triage
      • Focus on the Problem
      • Existing Solar Systems
      • Triage Script
        • Aged Lead Triage
        • Fresh Lead Triage
        • Booked Triage
        • Alternative Triage Script
      • RECORDINGS
    • 4. CRM Software Set-Up
      • Calendly
      • close
        Close CRM
        • The Set Up
          • Adding Email Signature
          • Creating Phone Numbers
          • Statuses & Pipelines
            • Lead Statuses
            • Opportunity Pipeline
          • Custom Activities & Fields
            • 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
            • icon picker
              Email/SMS Templates
            • How to Send Emails
            • Sending SMS messages
            • Workflows
            • Creating Tasks
        • Importing Leads
    • 5. Commission Breakdown
    • Quiz
Solar At Scale - Solar Setter Mastery
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Email/SMS Templates
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Email/SMS Templates

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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)
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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
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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
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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
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Screenshot 2023-08-29 at 3.43.27 pm.png
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Once you are done and happy with your template, click Save. ​
Screenshot 2023-08-29 at 3.44.00 pm.png
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