Note Templates

To give you a head start in writing your notes, the following templates can be copied and pasted into your note creation block and then saved inside your account for future use.  Feel free to edit these to suite your style.
Then, when see how you can send a personalized, handwritten note from the web, your Outlook or Salesforce.com.
Interview Follow Up
Thank you for taking the time to speak with me about your available career opportunity.
I am encouraged about the potential match and await your decision. I welcome you to contact me, and if I don’t hear from you in a few days, I will contact you by phone.
Pre-Interview Note
I enjoyed our conversation on the phone today about your available career opportunity. I am looking forward to our meeting together on (Insert date).
My skills and abilities are a great match for this opportunity and your company and I am excited about the partnership.
Employee Recognition Note
Your performance last week was impressive! I was particularly impressed with (Insert Specifics).
Thank you for your continued hard work and your contribution to the team. You are truly an asset to our company.
Prospect Meeting Follow Up
Thank you taking the time to meet with me today. I look forward to the opportunity to work with you in the near future. Our partnership will lead to success and I feel confident that you will be pleased.
Should you have any questions, please do not hesitate to contact me.
Congratulations
Congratulations on your recent (Award, title, promotion, accomplishment)!
Your hard work has truly paid off, and on behalf of the entire organization, I want to personally recognize you for this honor. Keep up the great work!
Follow up Trade Show
Thank you for stopping by our booth at (name the show). We trust that you had a great show.
We feel confident that we will be able to work with you and that our company is a great match for your needs. Should you have any questions, please do not hesitate to contact us.
Pre Trade Show Invitation
We would like to personally invite you to stop by our booth (insert #) at the upcoming (Insert show name) on (insert date).
We have some exciting new things to show you and some fantastic show specials. So, be sure to stop by.
General Networking
It was truly a pleasure meeting you at (insert event) last week.
I look forward to the opportunity for a great business partnership and have given consideration to how we can benefit each other’s businesses.
Referral Note
Our mutual friend (Name) referred me to you as a potentially strong match for the product/services that I have to offer.
I will follow up with you later in the week if I have not heard from you.
Thank you for the referral
I wanted to thank you for the referring (Name) to me. Referrals are a tremendous part of my business and I wanted to say how much I appreciate that you thought of me and my business.
I look forward to our continued business relationship.

To give you a head start in writing your notes, the following templates can be copied and pasted into your note creation block and then saved inside your account for future use.  Feel free to edit these to suite your style.

Interview Follow Up

Thank you for taking the time to speak with me about your available career opportunity.

I am encouraged about the potential match and await your decision. I welcome you to contact me, and if I don’t hear from you in a few days, I will contact you by phone.

Pre-Interview Note

I enjoyed our conversation on the phone today about your available career opportunity. I am looking forward to our meeting together on (Insert date).

My skills and abilities are a great match for this opportunity and your company and I am excited about the partnership.

Employee Recognition Note

Your performance last week was impressive! I was particularly impressed with (Insert Specifics).

Thank you for your continued hard work and your contribution to the team. You are truly an asset to our company.

Prospect Meeting Follow Up

Thank you taking the time to meet with me today. I look forward to the opportunity to work with you in the near future. Our partnership will lead to success and I feel confident that you will be pleased.

Should you have any questions, please do not hesitate to contact me.

Congratulations

Congratulations on your recent (Award, title, promotion, accomplishment)!

Your hard work has truly paid off, and on behalf of the entire organization, I want to personally recognize you for this honor. Keep up the great work!

Follow up Trade Show

Thank you for stopping by our booth at (name the show). We trust that you had a great show.

We feel confident that we will be able to work with you and that our company is a great match for your needs. Should you have any questions, please do not hesitate to contact us.

Pre Trade Show Invitation

We would like to personally invite you to stop by our booth (insert #) at the upcoming (Insert show name) on (insert date).

We have some exciting new things to show you and some fantastic show specials. So, be sure to stop by.

General Networking

It was truly a pleasure meeting you at (insert event) last week.

I look forward to the opportunity for a great business partnership and have given consideration to how we can benefit each other’s businesses.

Referral Note

Our mutual friend (Name) referred me to you as a potentially strong match for the product/services that I have to offer.

I will follow up with you later in the week if I have not heard from you.

Thank you for the referral

I wanted to thank you for the referring (Name) to me. Referrals are a tremendous part of my business and I wanted to say how much I appreciate that you thought of me and my business.

I look forward to our continued business relationship.

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