Reviewing and rewriting your automated emails

The problem

Automated emails were set up once and forgotten. Some have old details, some are missing entirely, and the tone does not match the business.

What SI does

SI collects your automated messages (welcome, confirmation, reminder, post-visit or post-purchase, review request, inactive-customer follow-up), checks them for outdated details, gaps and unclear calls to action, and maps which moments have no message at all. It drafts replacements and new messages for approval.

Examples

The same job looks different in different businesses. These are illustrations, not client results.

• Physical therapy clinic

  The new-patient welcome email still lists an old address; a replacement is drafted with parking and what to wear.

• Wedding venue

  There is no follow-up after a tour; a short sequence is drafted with a link to book a second visit.

• Online store

  The abandoned-cart email offers a discount the owner no longer gives; a version without it is drafted.

What it takes to set up

Copies or screenshots of current automated emails and the list of customer journey steps. Setup is often a few days.

Try it yourself

Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.

Here are my automated emails [files or screenshots] and the customer steps [list]. Check each email for outdated details, gaps and unclear calls to action. List steps with no email. Draft replacements and new emails in my voice [example]. Pause and show me before sending, submitting, posting or changing anything.