Having trouble setting boundaries with clients (and non-clients)? These email scripts will help!
You can use the templates as-is or tweak them to suit your personal style. These emails tend toward the more firm tone because, in my experience, when most women realize it’s finally time to set a firm boundary, their clients have gone way overboard and firm is more effective than friendly. These will help you nip these problems in the bud ASAP.
Email #1: Client is lingering on booking sessions or has ghosted
Hi NAME!
I hope you enjoyed a nice long weekend. [Or other kind greeting.]
I wanted to email you today about some logistics around your coaching package.
I’m committed to all of my clients having the successes they desire in working with me. In order to make sure I’m delivering top-notch results to each person, I need every client to stay on track with their sessions.
We started our [XX] package back in [MONTH] with the plan of having 3 sessions per month [or whatever your logistics were]. Currently you have [X] sessions that still need to be booked.
Please go to my online scheduler and book your final [X] sessions right now. I ask that these remaining sessions be completed by [DATE]. Unfortunately, I am unable to extend your sessions beyond that date.
LINK TO SCHEDULER
Thank you so much for your understanding, and I look forward to your next session.
Talk soon,
YOUR NAME
Email #2: Client is emailing (DMing, texting, voxing) too much
Hi NAME!
I hope you enjoyed a nice long weekend. [Or other kind greeting.]
Thanks so much for your last email about [TOPIC]. It’s good to get a between-session update from you.
It looks like this last one is a big topic, something best saved for a coaching session.
If you’d like to move up your next session so we can talk sooner, feel free to reschedule your appointment. [Note: Only use this option if it works for you!] Otherwise, let’s save this for our session so we have enough time and attention to dive into it fully.
Talk soon,
YOUR NAME
Email #3: Client owes you money
Option 1: They’ve completed their work with you but haven’t completed their payments.
Hi NAME!
I hope you enjoyed a nice long weekend. [Or other kind greeting.]
I really enjoyed the work we did together over our last sessions, helping you [DETAILS]. [Add one sentence summarizing a result they got from working with you.]
I’m emailing today because my records indicate that there is an outstanding payment of [$XX] for our work together. I know it’s never fun to have lingering obligations hanging over your head, so please, go here to make your payment now.
PAYMENT LINK
Let me know if you have any questions or would like to set up other payment arrangements.
Thank you so much for your prompt follow-through on this,
YOUR NAME
Option 2: They haven’t completed all of their sessions and haven’t completed all of their payments
Hi NAME!
I hope you enjoyed a nice long weekend. [Or other kind greeting.]
I really enjoyed the work we did together over our last sessions, helping you [DETAILS]. [Add one sentence summarizing a result they got from working with you.]
I’m emailing today because my records indicate that there is an outstanding payment of [$XX] for our sessions. Please go here to make your payment now.
PAYMENT LINK
Once I receive your payment, we can proceed with booking your other sessions.
Let me know if you have any questions or would like to set up other payment arrangements.
Thank you so much for your prompt follow-through on this, and I look forward to our next session.
YOUR NAME
Email #4: Past client is emailing (DMing, texting, voxing) for support after your work together is complete
Hi NAME!
I’m so glad to hear about [whatever they mentioned in their last email to you].
At a quick glance, [an answer to their question in one short sentence!].
I genuinely care about what you’re up to and am thrilled to celebrate your successes with a virtual high-five any time.
As you know, I strive to serve my clients to the highest degree possible. Unfortunately, this means that I’m unable to continue to support you via email, as our work together has already come to an end.
If you would like continued support in this area, I currently have openings for [OFFER]. [Or, let them know when your next opening is.]
And of course, you’re always welcome to post quick questions on my Facebook page, where everyone can benefit from the answers. LINK [Only if this is something you’re open to.]
Wishing you the best,
YOUR NAME
Email #5: Non-client is emailing (DMing, texting, voxing) excessively for free advice
Hi NAME!
Thanks for your email. I always appreciate knowing what’s going on for women who I most want to help with my business.
I strive to serve my paying clients to the highest degree possible. To do this, I must focus my time and energy on serving them first and foremost.
It sounds like what you emailed about is a big issue for you right now, and I understand what that’s like. [Offer additional empathy if you like.]
If this is something you want to work through with my full attention and support, I currently have openings for [OFFER]. You can learn more here: LINK to your services page.
If that’s not the right option for you at the moment, I suggest signing up to receive my weekly newsletter for free ideas and support, if you haven’t already.
Wishing you the best,
YOUR NAME
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