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3 Lessons in Proper Business Email Exchanges

12.11.2014 by Elizabeth // Leave a Comment

imagesI had three meetings today with clients. In two of those meetings proper email etiquette was discussed. The first was about how my client is often introduced to a potential lead. In this situation there’s a couple of referral sources who send really over the top “best client ever” “he’s AMAZING and the GREATEST” kind of emails when introducing someone. It makes my client uncomfortable and he was thinking of telling them about it. As he read me the emails though, he sounds fine, and as long as he’s not writing the same kinds of things in an email intro or back to them, then he’s Ok.

Lesson #1: Be professional in your introductions. you aren’t introducing your BFF’s to each other, it’s a business connection. Stop sucking up, everyone can see it and you look bad.

The second meeting with a client we discussed an email from a service provider that we use that he pays for and I get to work with. The service provider (a woman) says things like “hi friend” and “xoxo.” She’s VERY sweet but wow is this business unprofessional! I have met this person once or twice, and we get along great, but it’s hard to forward an email to my client for approval with xo’s in it, sorry, but this isn’t Gossip Girl.

Lesson #2: you never know who ELSE is reading the email, so better safe than sorry, let’s be a bit more professional in our correspondence so the client can also read it.

And finally- yesterday my client sent me a competitors (of theirs) holiday card. It started with happy holidays and then immediately was 5 things they had for sale. SERIOUSLY.

Lesson #3: A Holiday Card is a holiday card. Not a sales card. It’s a touch that may eventually lead to a sale, but let your holiday greeting be a greeting. NOTHING MORE.

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Categories // Lessons Learned, Networking, Sales

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Yellow Dog Consulting is a sales and marketing firm located in Hillsboro, Oregon with clients around the world. We work with small business owners who love what they do, but the sales and marketing part of their job sucks their will to live.

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