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4 Efficient Sales Check-In Templates

Use Magical to streamline your sales check-in process.
Download the pack

Magical for check in

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In the dynamic world of sales, maintaining regular contact with your clients is key to nurturing relationships and ensuring customer satisfaction. To assist sales professionals in this crucial task, we offer a set of sales check-in templates. These templates are designed to facilitate effective communication, provide updates, and address any concerns or queries your clients may have. They are versatile and adaptable, catering to a variety of industries and client profiles.

What templates are included in this check in pack?

End of Year Check-In Template

This template is for end-of-year check-ins. It reviews the past year, expresses gratitude for the client's business, and looks forward to the upcoming year.

Initial Check-In Template

This template is designed for your first check-in with a new client. It establishes a friendly tone, acknowledges the start of your business relationship, and offers assistance.

Problem Resolution Check-In Template

This template is for check-ins following a problem or issue. It confirms the resolution of the issue, apologizes for any inconvenience, and reassures the client of your commitment to their satisfaction.

Regular Check-In Template

This template is for regular check-ins with your clients. It provides updates, asks for feedback, and reinforces your commitment to their success.

More packs

Coming soon!

How can you personalize your check in templates?

Magical allows you to personalize these templates with your recipients information like

First name
Company name
Update topic
And move more types of information by creating your own custom labels.

How to use Sales prospecting templates

With Magical, you can save any text you type repetitively as a template in Magical and expand the template automatically when you work. Download our Sales prospecting templates to get these templates out of the box.

Download template pack

What is Magical?

Magical is a productivity app that automates your soul-crushing tasks so you can do the work that gets you promoted and still have time to take a break. With Magical, use AI to speed through repetitive tasks like messaging or data entry anywhere on the web —no fancy set-up required. Add Magical to your browser - it’s free.

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