Template Letters

Improve your client communications.

Template letters will help you make sales

Want to say the right thing at the right time? Then create a collection of template emails you can copy/paste.

Whether you’re a mortgage broker, buyer’s agent, real estate agent, financial adviser or builder, there are a dozen or so conversations you have again and again. These include:

  • When a potential client initiates contact with you
  • When a client asks how to solve a specific problem
  • When a client asks why they should work with you
  • When a client is late with their invoice
  • When you initiate contact with a potential referral partner
That’s why your business should build a collection of template emails. Professionally written template emails will help you:
  • Save time – because you won’t have to write the same email again and again
  • Cut through – because they’re clear, concise and well-structured

Go through your sent items for the last 12 months. Make a list of all the conversations you’ve had more than once, and are likely to have again in the future. Finally, get a professional to write the correspondence in advance.

That way, when the time comes, you can immediately copy/paste a high-quality email.

Testimonial

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Mark Polatkesen

Mortgage Domayne

Hunter & Scribe are an amazing business to work with, they assist us with copy and content and we have been getting amazing feedback from our partners.

Your questions answered

frequently asked questions

Business template letters are ready-made messages that you can quickly send to clients; you just need to add their names and possibly make slight adjustments depending on their situations. Having a collection of template emails not only saves you time but ensures that your business communicates clearly and consistently.

It’s a good idea to have template letters for recurring client communications, so you don’t have to keep writing the same message over and over again. Using template letters also negates the risk of giving different clients different information. Having a template ensures that no information is omitted or incorrectly communicated.

It is a good idea for businesses to have pre-written templates for letters they regularly send to clients. These include: welcome letters, service agreements, quotes, payment reminders and first-contact messages for potential clients.

You can create customisable fields to add the recipient’s names and tailored content sections for other specific details. You can also adjust your tone according to the recipient and refer to past interactions.

First, determine your company’s desired tone. Second, make sure that the language aligns with your brand identity while still being suitable for the letter’s intended purpose. Finally – assuming professionalism and friendliness are part of your brand – create the template in such a way that there’s room to include personalised information about the recipient.

You need to ensure the content is accurate and complies with laws relating to data protection, intellectual property rights, consumer protection and non-discrimination. Other legalities relate to dispute resolution, contractual agreements and electronic communication compliance.

All financial services and property business can benefit from template letters, because everyone from mortgage brokers, accountants, financial advisers and credit repair agencies to buyer’s agents, real estate agents, conveyancers and builders has a number of recurring conversations with prospects, clients and referrers.

Yes, you can use template letters in emails and online messages. They help make responses faster and more consistent. This is handy for businesses dealing with a lot of online interactions.

Common mistakes include writing in a way that is confusing and long-winded, using impersonal language, including out-of-date information and neglecting the opportunity to include personalised touches (such as the recipient’s name, company and scenario).

If you have the expertise and time to create effective templates in-house, it may not be necessary. However, a copywriting agency can provide valuable experience and creativity, ensuring your letters are professionally crafted, engaging and consistent with your brand.

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