Customer Service Emails and Letters: How to Review and Improve Your Templates

A photo of an envelope being opened with confetti

Liz Doig, founder of Wordtree, shares her advice for improving your customer service emails and letters by reviewing and updating your templates.

Templates Are Still a Great Tool

There’s a lot to be said for having unscripted calls. Conversations feel natural, customers feel that your brand is warm and human – and your teams feel like their voice counts too.

There simply aren’t enough hours in the day to create every single communication from scratch – especially if your colleagues aren’t 100% confident about their writing ability.

But when it comes to replying to emails in writing, or sending out letters to customers, there simply aren’t enough hours in the day to create every single communication from scratch – especially if your colleagues aren’t 100% confident about their writing ability.

Which is why templated communications are still so important in contact centres.

But It’s Very Easy to Get Templates Wrong

Yet while many organizations go to great lengths to make sure phone conversations are fresh and up to date, their templated letters and emails are sometimes not reviewed or updated for years.

Instead, it’s not unusual for organizations to just keep adding new documents into their template libraries – as new products and services are added, or when new regulation or policy kicks in.

Many organizations don’t ever review all of their templates. So their libraries swell with cobbled-together communications.

Neglected Templates Result in Poor Customer Service

As a result, customers can get a very disjointed experience. One minute, they’re having a nice, engaging conversation with a colleague. The next, they’re opening an email that looks like it was written in 1886.

Or they get a letter that appears to have been written by a robot who thinks they know (and care) a lot more about the way their new dishwasher is wired than the fact that it doesn’t seem to be working any more.

When a customer gets an email from you they don’t understand, what’s the first thing they’re going to do? Call you back for an explanation.

When letter and email templates are hurriedly put together and never looked at again, customer experience isn’t the only thing that suffers. Because when a customer gets an email from you they don’t understand, what’s the first thing they’re going to do? Call you back for an explanation. And second? Possibly get vocal about the gobbledegook they think they’ve received from you.

Neglecting templated written communications can cost your company in terms of aggregate call handling time and poor customer experience – as well as having the potential to damage your reputation.

So what can you do instead?

Step 1 – Start With a Fishing Exercise

Randomly pluck 20-30 templates out of your system or systems, then print them off. If your security arrangements allow, take them home with you and read through them.

Being at home will help you get more of a feel for what a communication might feel like to a customer. If you work in B2B, try reading these templated communications when you have a particularly busy day.

Are you proud of these communications? Do they make sense to you? If your company has a defined tone of voice, do they feel like they’ve been written in it? Would your mum/flat mate/best friend like to receive it?

If you have positive answers to all of these questions, then simply schedule to repeat this exercise every six months or so.

If, however, you don’t like what you read, then it’s time to do something about it…

Find template letter examples in our article:  How to Write a Good Customer Service Letter – With Examples

Step 2 – Carry Out a Full Audit of Your Templated Communications

Do you know how many templated emails and letters you have on your system? Do you know when they were created and who is using them?

It’s not unusual for a company not to be able to answer these questions. In the pressure of operating a modern contact centre, it can seem really difficult to justify time to review written communications. But the last thing you need is for one of your templates to go viral on social media for all the wrong reasons.

A picture of a terrible apology letter

Take a look at this terrible example of a template letter that went viral on reddit.

So if you haven’t aired out your library of templates in some time, it is worth setting aside some time to:

  1. find out how many you’ve got, where they’re stored and who’s using them
  2. dust them down, throw out anything you don’t need and rewrite anything that isn’t helping customers (or is making your brand seem uncaring or out of date).

At the end of your audit, you should have two things:

1. A chart showing the templates you have, by theme or subject area – and where they’re currently held.

It could look something like this…

Customer Service Emails
Theme Location Audience First Contact Escalation One Escalation Two
Getting Started Drive A Bought from store Parts missing – advice Parts missing – redirect to store Parts missing – offer voucher
Parts broken – advice Parts broken – redirect to store/send images Parts broken – offer voucher
Parts broken – offer refund Parts broken – offer refund
Removing battery plate Removing battery plate – redirect to online videos Removing battery plate – redirect to store

2. Organized folders containing print-outs of your templates.

Printing off all of your customer letters and emails and having them ready to hand and organized by theme will help you when you get deeper into the review.

Quick Tip – Check That Advisors Aren’t Creating Their Own Templates

Remember, if you don’t like some of your templates, the chances are that some of your colleagues won’t either.

It’s not unusual for advisors to create their own versions of templates, storing them locally on desktops or in personal folders. So make sure you track down these versions too.

But don’t simply bin them. You may find your advisors have created better approaches that you can begin to incorporate.

Alternatively, you may find that these rogue versions aren’t really the type of thing your organization wants to be sending to customers, and this will help you to build a case to reassess your “official” library.

Step 3 – Consult With Your Colleagues

Let all your colleagues know you’re reviewing templated letters and emails – and ask for suggestions. You are likely to get feedback that includes:

  • I wish there were templates for situations X, Y and Z
  • I don’t like the way template abc123.doc is written, so I never use it
  • We have six templates that all say the same thing – which one should I use?
  • I always get calls about template abc456.doc – no one understands it

Manage expectations by making it clear that you’re gathering information, you’re keen to hear everything – but you may not be able to act on all suggestions. And really take on board what advisors are telling you. They may help you fill in gaps, identify pain points – and come up with better ways forward.

You may also be able to identify possible areas of resistance to implementing more up-to-date templates. This shouldn’t discourage you – but it will give you a heads-up about who may need a little extra persuasion.

Step 4 – Rationalize

Unless you’ve had a good spring clean of your templates recently, there are likely to be documents that you no longer need – and there will almost certainly be duplicates, covering the same situation in different words.

Armed with your chart and your print-outs, you will be able to see where you have redundancy.

Armed with your chart and your print-outs, you will be able to see where you have redundancy. When you find it, delete it.

Getting rid of out-of-date and duplicate templates is good for the soul. It streamlines your process, removes confusion – and with less clutter on the system, it’s easier to see where you may have gaps.

Step 5 – Rewrite

Get professional writing resource in to help you with this. You may also want to liaise with your colleagues in marketing and brand.

If your company has a documented tone of voice or preferred way of writing, share it with your new writing friends. Similarly, if your colleagues in marketing suggest a particular approach to messaging, then make sure your writers know about it.

Write your templated documents from your customer’s point of view. What do they want to see first – say, in a response to an insurance claim? Do they want to know all about your investigation into their claim and what it revealed? Not really. They want to know if you’re going to pay out or not. So say that first.

Alternatively, if your customer wants to get a refund – don’t start off a communication with six paragraphs explaining your policy. Tell them what they want to know first, and then follow up with the detail and qualifying information.

In other words…


Dear Liz,

We can’t offer you a refund

Thanks for getting in touch with us about your swimsuit. I’m sorry you don’t like the colour of it when it gets wet.

If you think it’s faulty, you can send it to us for testing. However, please bear in mind that it is common for lighter pinks to go slightly darker when they’re wet.

I know this isn’t the answer you were hoping for – but I do hope you’ll still enjoy shopping with us…


Dear Liz,

Request for refund

Under the Consumer Rights Act 2015, consumers may be entitled to a refund, replacement, repair and/or compensation where goods are faulty or not as described; they are also entitled to a refund and/or compensation where the seller had no legal right to sell the goods.

Unfortunately, it does not seem that you qualify in either instance, as your order SS20200021 was not faulty and the second condition does not apply.

We will therefore be unable to provide a refund in this case…

Remember your customers are short of time. And remember that they have expectations of your organization.

For great advice on how to best rewrite customer service letters, read our article: “Dear Valued Customer” – 12 Steps to Writing a Great Customer Letter

Step 6 – Create Process and Ownership

You don’t want your template library to become bloated and wonky a few months after you’ve done a big clear-out. To stop this happening, it helps to put some process in place.

The first thing you should establish is ownership. If your library is going to be truly awesome, someone needs to be responsible for it. They will act as chief librarian. They will decide what goes on the shelves, what it should look like – and how colleagues can use what’s on the shelves.

They should also, in collaboration with team leaders and others, create the processes involved in adding to and using the library.

These processes should cover:

  • How you add a new template to the library – how it should be written and who should check it
  • How to access the library
  • How to make suggestions for additions to the library

You should also put measures in place to prevent people making up their own versions of templates and storing them locally. And of course, you need to make using the new templates part of QA – so your quality processes may need to be updated too.

Step 7 – Training and Support

Help your advisors to understand how to use the new resources.

Organize short-burst writing training, so that everyone can fill in the blanks with confidence. And make sure that during training you explain how the changes will make working life easier – and customers happier.

This kind of training also gives you a great opportunity to reconnect everyone with the fact that customer communications are all part of a customer’s brand experience, and that everyone has a role in delivering this.

Final Thoughts

All this work does, of course, represent a big old chunk of a project. But you don’t have to go it alone. You may find that your colleagues in your marketing, brand and customer experience teams will be willing to participate and pool budgets.

If you, and perhaps a small team, make a start and you can prove instant results through your key customer experience metrics, you may get more backing to continue.

A headshot of Liz Doig

Liz Doig

To do this, maybe just review and improve your templates regarding one contact reason, while isolating and benchmarking your metrics across that reason.

If you can show immediate gains, you could increase support from the wider team, who may be more willing to help you follow the process outlined above across the entire template library.

Good luck!

Thanks to Liz Doig at Wordtree for sharing this article with us.

For more on writing great emails and letters, read our articles:

Author: Robyn Coppell
Reviewed by: Megan Jones

Published On: 6th Jun 2022 - Last modified: 25th Jan 2024
Read more about - Customer Service Strategy, , , , , ,

Follow Us on LinkedIn

Recommended Articles

Leslie O'Flahavan
Podcast - Customer Service Writing: How to Get More from Your Emails and Chats
Steps to writing a great customer service letter on computer screen
"Dear Valued Customer" - 22 Steps to Writing a Great Customer Letter
Person smiling at letter in their hands
An Example of a Letter for Customer Service
A picture of English language letters
Customer Service Language: Changing the Language of Your Contact Centre