Are you looking to improve how you nurture leads and maintain communication with potential clients for your contract services or template shop? The 6-Part Contract Service / Contract Template Shop Email Templates & Spreadsheet Trackers is the ultimate solution for staying organized and converting inquiries into loyal customers.
This toolkit is designed to help legal professionals manage email responses, follow-ups, and client inquiries effectively—all while saving time and enhancing client relationships.
6-Part Email Templates for your Contract Service & Contract Template Shop:
Contract Services/Contract Template Inquiry
Contract Template Purchase Confirmation
Contract Service Confirmation
Contract Template Purchase Nurture #1
Contract Template Purchase Nurture #2
Contract Template/Service Testimonial
(Recently Added) Contract Template Final Revision
3-Part Google Spreadsheet Tracker PLUS MINI VIDEO TUTORIAL:
Contract Service Tracker
Contract Template Shop Tracker
Disclaimer Tracker
Please note: Video images may not match the color of the updated marketing materials, as The Legal Oats (TLO) has made some revisions and updates for you!
Improved Client Experience: Thoughtful, client-focused communication fosters stronger relationships and enhances satisfaction, encouraging clients to return or refer others.
Stay Organized: The trackers ensure you never miss an inquiry or forget a follow-up.
Increased Lead Conversion: Well-crafted email templates and scheduled follow-ups make converting potential clients into paying customers for your services or contract templates easier.
Download and Organize Your Materials
Once purchased, download the email templates (you'll be prompted to "Make a copy') and spreadsheet trackers. Save them in an easily accessible folder for quick reference.
Customize the Email Templates
Personalize each template with your firm's language for your contract templates.
Set Up Your Workflow
Decide how you will use the templates in your communication process:
Use the Contract Services/Contract Template Inquiry template for first contact.
Schedule Follow-Up Emails to nurture leads over a specific timeframe.
Utilize Contract Service Revisions Made email template after a client engages with your contract services for final revisions and approvements
Organize Leads in the Spreadsheet Trackers
Input client inquiries into the Contract Service Client Tracker. Use this as a lead management tracker.
This template will be displayed in a .pdf version, and then you'll be prompted to 'Make a Copy' in Google Docs for easy organization and customization by your firm.
No, these are email and Google sheet templates and a tracker to ensure that you keep up with the contract templates that you have drafted.
Absolutely! While the templates are designed for contract services and contract template shops, they can be easily adapted for any legal service offering, from drafting to consulting.
You should review and update the templates as needed to reflect changes in your attorney contract services, pricing, or communication style. The templates are meant to evolve with your firm.