27 communication templates every business needs


Barof is the God of Gingerbread. At this time he is slumping moodily at the bar of The Broken Divinity, moodily regarding the mind-twisting selection of bottles behind the bar and drinking a celestrial wine spritzer with a peach-of-immortality garnish.

Gharine, God of Clouds, strides in through the crowd. (If you were expecting the goddess of clouds to be a wispy and ethereal being you will be disappointed. She has the sturdy calves and thick shoulders of a woman who can comfortably carry an entire side of beef through a snowstorm.)

Gharine sits next to the piteous melt of Barof and slaps him heartily on the back. (It’s lucky he’s a god, that would have snapped a mortal clean in two.) She booms, “What’s up, goodbuddy?”

He sighs through five different languages. “It’s the gingerbread, of course. I’m having all sorts of problems.”

“Like what?”

“Firstly, it’s taking me far too long to make the horsies come out right. They’ve got so many damn legs. Thin thin legs! One tiny mistake and poof! three-legged horsie.

And that’s not to mention the damn octopi. If I do their legs thin enough to look right then they burn. Do them thick enough to survive the oven and they look crap.

Half my men look cross-eyed due to raisin-wrangling issues.

And I went in today anyway, because I am an artist, but I wasn’t in the best of moods and every single piece I made came out hilly. Every single one!”

“Wow, that sure does suck, goodbuddy. Not having any compromises in your ingredients?”

“No, everything there is fine.”

“The weights and measures are accurate?”

“Yep, got ‘em double-checked yesterday.”

“Your cookie cutters still sharp?”

“What? I don’t use cookie cutters.”

Gharine stares disbelievingly. “You don’t? Are you deranged?”

Barof huffs, “Pay attention. I am an artist. I don’t use… [in tones of deepest loathing] a template. I make every single piece by hand, of course!”

“Holy me, you are deranged. Look buddy, you know I’ve been in clouds forever, literally.”

“Yes, that’s why I’ve always enjoyed your company. You’re an artist, too.”

“Yeah, and for that whole time I’ve been reusing the same four basic cloud types in different combinations.”

Barof gasps and grabs the bar. “What? But the variety! Herringbone striations, puffy pillows, sunset wisps, ominous thunderheads!”

Gharine grins widely. “Cirrus. Cumulus. Nimbus. Stratus. That’s it. I do ‘em all with templates.”

It took five shots of ambrosia for Barof to calm down from that revelation, but the gingerbread improved dramatically soon after.

The moral of the story

Communication templates (like cookie cutters) are awesome, and you should use them.

Many people resist, thinking that they suck the spontaneity from your messages, but they don’t have to. Used well they can make your communications more personal, more profound, more effective, and less likely to lead to long and apologetic “What I meant was” conversations.

Your templates can be abstract and high-level: an affiliate offer might be laid out in sections, like [High-level summary] [What's in it for them] [More details] [Who I am] [Call to action] [Polite wrap-up].

Or your templates can be very very comprehensive: a scratch file with the phrases and sentences you use in different situations, or a pre-formatted email response you can use by clicking three buttons and adding a Dear So-and-So line.

Here are the must-haves to ponder.

When emotions are high.

Oooh, you are sooooo mad.

Must. Bite. Tongue. And. Send. Email. To. Jerkface. Diplomatically.

What could go wrong? Oh, yeah. Everything. Good thing you have some words all written and ready to go so you don’t have to unclench your fists enough to write much.

Things like:

  • ending a working relationship
  • requesting major changes to submitted work
  • dealing with a breach of confidential information
  • resolving supplier issues
  • responding to a negative review

Example: Hello [Angry Dude], thank you for sharing your thoughts about [Product]. I’m very sorry you had a less-than-great experience. If you would like to discuss this with me further, please send me an email at [address] and I’ll do my best to make amends. Regards, [Me].

When energy is low.

One of the most important lessons I have learned from being a creative sprinter is: write the sales page first. Because trying to write it at the end, when you are completely exhausted, doesn’t work terribly well.

The same idea applies to the rest of your marketing and communication. Create templates for anything that you’re likely to write when you’re not at your best.

Such as:

  • appointment reschedules
  • follow-ups after a big draining project
  • thank-yous for ditto
  • email auto-replies

Example: I’ve been bitten by the dreadful lurgy and I won’t be looking at my email at all today. If there’s anything urgent, please call [Someone Else] on [Phone number].

When money is involved.

Money makes people crazy. I’ve happily worked on the phones in high-stress tech environments with no issues, but there’s one area I would have fought a wolverine (snickity snickt) to avoid… accounts. I would have fought the entire Australian SAS to avoid making calls in collections. (Shudder.)

I repeat: money makes people crazy. A good mix of fairness and firmness is hard to summon when you really need your client to pay you today so the car doesn’t get repossessed. But if you write it well before it’s needed, while you’re still calm, it won’t come out wrong.

This includes:

  • following-up outstanding accounts
  • asking for donations
  • asking for more time to pay someone else’s account
  • quoting on a large project
  • querying a charge on an invoice

Example: This amazing service runs entirely on donations from the public. If you want to contribute to keeping the [Thingy] doing [The amazing thing it does], please click [here] to donate. Thank you!

When consistency matters.

If people are coming to you for a repeated experience, they have expectations about what that experience will be like. A template allows you to keep the big stuff consistent, while still being able to add delightful touches of your own personality elsewhere.

  • newsletters
  • articles
  • updates

Example: I use an outline in my newsletter template that says This bit goes here for the different sections. It is awesomesauce and saves me plenty of brainmeat each week. (Which you would know if you were signed up for Mo’Cash, Mo’Joy. Which you are, of course. Right?)

When perceived power isn’t equal.

Writing to the God-Emperor of the Known Universe is a challenging task – he has 25,460 GrammarBots at his command to rend those who do not punctuate his 2,647 titles correctly on the envelope.

Writing to your heroes is less tricky, but still hard. How to mix the hey-you-just-put-your-pants-on-in-the-morning-like-me-right casualness with an awareness that this person can buy and sell East European nations and is probably busy buying Lithuania as we speak dear gods just get to the point… it’s much better to have the format and tone set in advance.

And the more famous you become, the more this works the other way around – much to your continued amazement, probably. Then you have to be careful about being appreciative while still keeping your boundaries.

This includes:

  • interview requests
  • thanking them for being amazing
  • small favours
  • “small” favours – don’t do this, actually
  • special offers

Example: Would you be available on [time in their timezone] to be part of the [Totally Amazing Teleclass] that I’m running? You’ll know the other special guests: [Person they know and respect] and [Other person they know and respect] are both taking part. Each participant will have five minutes to talk about their work and their offerings to an audience of 250 people who are interested in [mutually important topic].

When you’re hellaciously busy.

You have sixteen squillion things to do, and the emails keep on coming in. You’ve successfully triaged most into the “Answer next week” pile, but it’d be rude to leave them unloved for all that time.

It’s be much nicer to have something simple to cut-and-paste in for the non-urgent stuff, like:

Thanks for your email. I’m wrassling with a large slew of new orders so I won’t be answering you in full until after the [date you better keep]. This way I can give you a proper response instead of three hasty words. Cheers, [Me].

Things you are very sick of typing over and over.

Because life is just far too short.

Thus:

  • opening hours
  • links to your calendar
  • instructions
  • FAQs

Examples: “Empire Records, open ’til midnight, this is Mark… MIDNIGHT!”

What do YOU need to template?

Creative Commons License photo credit:

  • Joe Dixon

    This is a great post, Catherine. I’ve been doing something similar, unwittingly, for my new project.

    The Story
    Short Story
    [Here go-eth the short story]

    Long Story
    [Here go-eth the longer story]

    Music
    [Here go-eth the bit where I talk about the music]

    It’ll be ready to launch in the next couple of weeks, and I’m really stoked about it!

    But doing it with a template, like you say, has made it easier to keep up the enthusiasm (I love it, but it’s a large-ish project), and hopefully, it will give people a more consistent experience.

    It’s my first real money-making venture, and I’m really excited about it. But I don’t really want to say too much more about it right now. Other than this is a great post!

    • https://CashAndJoy.com Catherine Caine

      Thanks Joe and the bestestest of luck for your project!

  • Anonymous

    I like this! I’ve been doing the template thing for emails (which I am ever so careful about composing) BUT I’ve been keeping the various types and categories in my head. No wonder, it’s getting crowded in there!

    For some reason, it hadn’t occurred to me to make templates for all of that. Yikes, and double wow – you’ve just saved me tons of time :)

  • http://www.anencouragingbird.com BirdyD – Roving Robin Reporter

    Writing fiction. There is a flow. A sine wave. Outline around it, and it becomes TONS easier.

    And the Roving Robins are SOOOOOO much easier now that there is a template that I ‘SaveAs’ and fill out every week.

    Looking at this list, I will be doing more soonest.

    Esp. the ‘I love your mail, but replying right now would result in a *POOF* of feathers.’ Need to do that one, oh, like, tomorrow. (Today is full of taxes, that’s why.)

    • https://CashAndJoy.com Catherine Caine

      Good thinking!

  • http://www.purpleshiny.com Riv

    Oh man, real templates for my Etsy listings (that I’ll be making a bunch of in about 3 weeks) is such a good idea. I totally even read about an example template (but I think I can make a more “me” template to use instead).

    • https://CashAndJoy.com Catherine Caine

      Oooooooh, good one.

  • Colin Beveridge

    Hm… templates for writing, yes, sadly lacking from my life. Will fix soonest. But how about beyond that? Templates for the workday? Templates for business growth? *Furrows brow in a ‘that’s curious’ kind of way, may not be seen for days.*

    • https://CashAndJoy.com Catherine Caine

      I’m looking forward to see what you make of it! :)

  • Tanya Chappell

    Thank you, thank you and again…. thank you!

    When I was buying and on-selling on ebay I used templates for everything. Now that I am in my own creative endeavour and moving on to selling the ‘sweat from my own brow’ …. I’m not? This is a perfectly timed reminder for me!

    Did I remember to say THANK YOU?

    Tanya xx

    • https://CashAndJoy.com Catherine Caine

      Smart Tanya! :)

  • http://completeflake.com/ LaVonne Ellis

    I’ve used templates a lot when I worked in customer service, and I like using Gmail’s Canned Responses for things I know I’ll have to repeat over and over, but I never thought to use templates for other stuff. This may just solve my writer’s block problem with sales-y stuff (once I actually write up the templates) – thank you!

    • https://CashAndJoy.com Catherine Caine

      You’re very welcome! I know I listed my sales page template over on Be Awesome Online, it might help?

      • http://completeflake.com/ LaVonne Ellis

        Right now, I need an announcement template, but I guess that’s sort of like
        a sales page, thanks. :)

        ~LaVonne

  • Nathalie Lussier

    Yes! I’m finding I need to template stuff that I do for myself often too. Like which plugins I like to have on a new site, and how I work with people, etc.

    Great advice for communicating of course too. :)

    • https://CashAndJoy.com Catherine Caine

      Ooh, that’s another good one. We both start websites pretty regularly, I think. :)

  • http://www.mywholehouse.com Do Mi Stauber

    Ooh, love it! I have several of these for common indexing queries. I’ll start by brainstorming what I need templates for in the new businesses…

    • https://CashAndJoy.com Catherine Caine

      Smart thinking!

  • anthony lee

    ack…..i could probably use a few more templates it seems.
    this is a fantastic point. i already use a template for my sales pages. i guess i didn’t think far enough outside the box to consider templating other things (did i just turn template into a verb?….i LOVE ing)
    thank you for the “brain meat” (i do truly enjoy your analogous phrases, but this one conjures images of zombies….just sayin)
    cheers

    • https://CashAndJoy.com Catherine Caine

      *nom nom nom*