“They give you brand assets that you can use… you can put it on your email signature. You can put it on your website.”
DG
Daniel Gibbs
Grow Your Clinic ·
“Here's the exact template I use... hi, [first name]... I really appreciate your interest... we focus on clients who fit a certain profile... Since you don't quite fit into that profile right now, we wouldn't be the best fit... you either make a referral... or wish them the best of luck.”
Ryan Lozanis · Future Firm Accounting Podcast · Saying No Is How You Say Yes (To the Right Clients)
Play from 6:07
6:07
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
Use a five-part polite decline email template: greeting, appreciation, statement of client-fit focus, explanation that prospect doesn’t fit, optional referral or well-wishes, signature
Said nearby on the same subject
“I had my signature opener where I set the same line every time, and it became a template. So I will always say the same intro.”
♫
Said on the bossbabe podcast
“The petition got over 10,000 signatures, and people emailed the city in masses.”
♫
Said on TED Tech
“When I had put together a template and said, here's the, you know, here's how we're going to use for, this is 2025. So here's what we're going to use as the template for 2026.”
KS
Katelyn Stienen
FP&A Today ·
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