Email Template SOP

[kathrynmsullivan]

Streamline communications with reviewed email templates.

• Brainstorm Email Templates: What are the various comms we can templatize?
• First Draft
• Peer Review
• Final Draft

Document in Cal-ITP -> @customersuccessworkspace -> process documentation

[o-ram]

@kathrynmsullivan Here are some templates to be aware of:

• Data Quality outreach (drafts we were working on that have been paused for a bit): https://docs.google.com/document/d/11pBgS-Hx5EQ6vbXagR52-ClK3jNYq9yJLQNp5HXzt2I/edit#heading=h.3nvwwm1u3qtn
• Templates for the connectivity campaign: https://docs.google.com/document/d/1AAaOmB8xpdG-hKFaqTQTioeo7HbrblN600Gq2T7KDXQ/edit#heading=h.5klmhvrfw9g9
• List of templates we have saved in Hubspot: https://app.hubspot.com/templates/5519226/ (a lot of these are old or testing but can still provide some good context)

If I think of any others, I'll add them here!

[kathrynmsullivan]

Thank you for these templates!

[AnthonyRollins]

@kathrynmsullivan we should look to complete this before the new account manager. With all the pending items, let's find some time in March to start on this.