Follow-up Emails to use with clients

Here is a series of six emails that I use with my coaching clients. You are welcome to use and modify these emails to suit your needs.

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E-Mail One: Sent immediately

Dear Member,

By now you should have had a chance to read your self-assessment. I would like you to go back and read your self-assessment report again. This time take a pencil and put a check mark beside each comment that really makes sense to you. Also as you go through the report, put a question mark besides comments you wish to clarify and an X besides things you just don’t agree with.

Remember that this is your data and nothing is 100% accurate. Nor should it be. Imagine how boring that would be? This is one reason why getting the feedback from others will be so powerful. Bring your questions to our next session.

To get into your member site:
https://AssessmentsNow.com/assessmentlogin.asp

With warm regards,


Email Two: Sent four days laterDear Member,It is important to start to invite at least 20 observers to evaluate you. You will have received an email with instructions but I want to encourage you to think of as many people as possible. You need at least three, preferably five, respondents in each group of personal and professional observers. Do not be concerned if some to not choose to complete it on you. It is quite common to have up to 30% or more that are not completed. That is why sending it to lots of people is a good idea. Also, you do have the opportunity to send reminders if you entered their emails through the main system.

You can also choose to create a link and send it out through your Outlook. This is a lot less time consuming, but your observers will then choose which category to use for your feedback. Also, take a look at the Observer Invitation. You can makemodifications to the letter if you want. Rest assured, that the email addresses provided will NEVER be used for any purpose other than inviting people to evaluate you. They will not be sold, traded, or contacted in the future for any reason unless and until they DIRECTLY request that we do.

You may wish to read the Member Quick Steps or Complete Guide to help you use the site most effectively. This material is found at the bottom of your member home page.

To get into your member site:
https://AssessmentsNow.com/assessmentlogin.asp

With warm regards,


E-mail Three: Sent on day 10Dear Member,

Please take some time to go back into the site:
https://AssessmentsNow.com/assessmentlogin.asp

Check on who has filled in the assessment for you and whom you may wish to send a reminder. Perhaps they have not received the email. You can get the direct link from the site and send it to them. There is still plenty of time but things can pass us by.

Next, I would like you to think of a critical relationship that you havethat you would like to improve. Go back to your Home page on the site and click on Using Behavioral Styles with Others. First click on the introduction at the top and read the overview. Second think of a critical relationship in your personal life and work through the exercise. Third, do the exercise again but this time think of a challenging professional relationship.

With warm regards,


E-mail Four: Sent on day 20Dear Member,Sign on to your member’s page:
https://AssessmentsNow.com/assessmentlogin.asp

I would like you download or print the Workbook. (Click the Free e-Book button on your member’s page.) Keep in mind that it is 66 pageslong. I am requesting that you print and complete the exercise found on pages 5-9.

You are encouraged to read any other material in this workbook, especially pages 10-21.

With warm regards,


E-mail Five: Sent on day 30Dear Members,Well your thirty days are up and your observer report is ready.
Sign onto your member’s page:
https://platinumrule.com/assessmentlogin.asp

First take a look at your e-graph. Remember to gereate your report again to make sure that you have imported all the eGraph data. Do you notice anything of interest? Don’t forget to print off or download the pdf file for future reference.

I would like you to complete Page 21 of your Free eBook: A Self-Portrait of My Behavioral Style.

Here are some questions to consider before we met to discuss your final results:


1. How big a difference is there between how I see myself and how others perceive me?
2. Do personal relationships see me in a similar fashion as those with whom I interact professionally?
3. Are there any blind spots that I am now aware that I might have?
4. What is it about my behavioural style that makes it easier for me to relate to someone?
5. What is it about my behavioural style that may cause me to come into conflict with others?
6. What do I want to work on or learn more about?

By the way, if you would like to extend the time to invite observers, you can log in and make a small payment to extend it another 30 full days. You must do this directly yourself.
With warm regards,


E-mail Six: Sent on day 120Dear Member,

It has been two months since you completed your own personal Platinum Rule. Did you realize that you have the capability to determine how you have changed and reassess your report. You can expand your eGraph without having to purchase a new assessment. There is a unique fourth follow-up category so that you can compare your original results to any new observer feedback.

Sign on to your member’s page:
https://AssessmentsNow.com/assessmentlogin.asp

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Disclaimer:

This material is intended for informational and educational purposes only. Financial, Legal and Professional information is not Financial, Legal and Professional advice. You should see a Financial, Legal or Professional in the area in which you live if you need advice.

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