Email Templates

Sales Handoff

Thanks, [AEs Name]! Leaving you cc’d for visibility during onboarding.

[Customer Name]— Great to meet you and looking forward to working together! I’d love to find an hour over the next few days to get you onboarded to Climate Benefits. We’ll spend the time to discuss your climate strategy, create your account, establish next steps for support and success, and answer any questions.

Let me know some times that may work for you. If easier, you can also book a slot on my Calendly link.

Best,

[CSM Name]

Onboarding Follow up

[Customer Name]—

It was great meeting you earlier today and excited to partner with you on Climate Benefits!

In case it’s helpful, here are a few links we discussed today:

• Product Docs with a detailed guide of every feature.
• You can always contact us via the Support Hub in the app.

Let me know if there’s any questions I can answer. Excited to connect next month to see how things are going.

Best,

[CSM Name]

Monthly Check In

[Customer Name]—

I appreciate the time to connect for a few minutes on your experience with Climate Benefits! I’m glad to hear things are going smoothly. I’m always here to help if anything comes up.

As promised, here are the new features we discussed:

• [Feature 1]
• [Feature 2]
• [Feature 3

[Additional follow up action items discussed on the call].

Best,

[CSM Name]