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How To Write A Formal Communication To A Client?

NOTE: Formal Communications takes various names depending on your Profession.  It could be Lessons, Plans, Communications, Consultations, etc.  For simplicity we call them Formal Communications.

HOW TO WRITE A FORMAL COMMUNICATION

  • Go to menu item FIND
  • Locate the client
  • Click the third button (from the left) at the top titled: ADD NEW [FORMAL COMMUNICATION].  Note, this button name will vary depending on your profession (it might be, for example, ADD NEW ADVICE).
  • From here a new page will open where you can write a formal communication to this particular client.  You have two options now:
    • FIRST OPTION – Write the communication using a template you have previously created:
      • This is the best way to create formal communications.  By using pre-created templates, you can save yourself heaps of time. (Note: If you haven’t created any templates, look at the linked article below for assistance)
      • To use a template, locate the My Templates panel
      • Select the relevant template
      • Click ADD MY TEMPLATE
      • The template will appear in your new formal communication.
      • All you have to do now is customise it for your client’s situation/requirements
    • SECOND OPTION – Write the communication from scratch:
      • Add a title for your communication
      • Write the content for your communication in the usual manner
  • Click SAVE (or if you are updating an existing one, UPDATE).
  • Your formal communication will now be ready to send to your client if you wish, or available for you at a later date to update/alter, etc.  NOTE: It will not be sent to the client until you click the EMAIL button as instructed in the article below

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