Before we do any changes, we have to actually go to the page with the template.
This template has to be copied. To do that, the the "Duplicate" button in the top-right corner.
Now that you have your copy/copies of the page, feel free to edit them!
In the process of building this Notion follow-up template for freelancers, we did our best to make it as simple as possible.
This is a sort of note where you can add all of your thoughts when it comes to follow-up messages.
Before we can actually jump into the follow-up message itself, we first have to deal with saluting the customer. Make sure that you never mistake your customer's name, as addressing the right person is what you're looking for. Looking at our example, you can see how we added "Hi, *client's name*. You can use this, or any other greeting - at the end of the day, it's your message!
The second step is related to writing the message that we're really going to send to the customers. We always recommend that these messages sound really formal. Why? So that you can inspire trust and assurance to the customer. We all love the feeling when we know that our situation is handled by professionals. At the same time, keep in mind that the message should be friendly, as this is a follow-up message where you're reaching again to the customer.
Lastly, while it's not much, you should also add a footer at the end of the message. We recommend either adding just a "thank you" sort of note, or just adding you or your company's contact details: an email, a phone number, an address - anything is useful.
