Summary
The April 2025 Parting Pro AMA focuses on personalizing email templates within the platform to build trust and strengthen connections with families. The session highlights the importance of tone, authenticity, and clear communication, especially in proposal emails, which often form a family’s first impression of a funeral home. Viewers will learn how to locate and customize templates for different scenarios (pre-need, at-need, imminent), adjust sender names, subject lines, and message content, and even use AI tools like ChatGPT to draft personalized content. The discussion also provides best practices for writing stronger emails, such as using plain language, including next steps, and fostering real conversations rather than just clicks, while addressing user questions on managing and customizing templates within Parting Pro.
Full Video
Highlights
1:26 – Why Your First Email Sets the Tone
2:45 – Where Templates Live in Parting Pro
4:53 – What Not to Do: A Bad Proposal Email Example
6:22 – What To Do: Example of a Good Proposal Email
8:53 – Adjusting Your Tone to Match the Scenario
12:10 – Adapting Your Message to Fit Your Brand Voice
14:09 – How to Save Email Templates to Your Dashboard
16:19 – Brand Voice Checklist
20:34 – Using ChatGPT to Draft Strong Proposal Emails
23:12 – Templates for Multiple Locations
24:20 – Quick Tips for Writing More Effective Emails
27:54 – Step-by-Step: How to Edit Email Templates
Audio Summary (12 Mins)