The Bee Suite

Create Email Templates

Save time with pre-written emails you can personalize and send in seconds

Why Use Email Templates?
Respond faster to leads with pre-written content
Maintain consistent messaging across the team
Personalize with contact properties automatically
Use in sequences, Gmail extension, or HubSpot CRM
How to Create a Template

Step-by-Step:

  1. Navigate to CRM → Message Templates
  2. Click New template in the top right
  3. Select From scratch
  4. Enter a template name (e.g., "Tier 1 - Discovery Call Invite")
  5. Write your subject line
  6. Write your email body with personalization tokens
  7. Add snippets, links, or attachments as needed
  8. Click Save
Recommended Templates for Bee Suite

Tier 1 - Discovery Call Invite

Subject: Your BOSS Results + Next Steps, {{contact.firstname}}

Use for: High-value leads ready for immediate conversation

Architect Case Study

Subject: How [Name] Built a $500K Fractional Practice

Use for: Architect archetype leads exploring fractional work

Catalyst Quick Win

Subject: 3 Ways to Start Building Momentum This Week

Use for: Catalyst archetype leads who need action steps

Post-Call Follow-Up

Subject: Great talking with you, {{contact.firstname}} - Next Steps

Use for: Immediately after discovery calls

Re-Engagement

Subject: Still interested in {{contact.boss_top_pathway}}?

Use for: Leads who went cold after 30+ days

Using Templates

In HubSpot CRM:

Open contact → Email tab → Insert template → Select template → Review/edit → Send

In Gmail (with extension):

Compose email → Click HubSpot icon → Templates → Select template → Personalize → Send

In Sequences:

Create sequence → Add email step → Insert template → Template auto-populates

Template Best Practices
Always personalize: Use {{contact.firstname}}, {{contact.boss_archetype}}, and other tokens
Keep it short: 3-5 paragraphs max, get to the point quickly
Clear CTA: One clear call-to-action per email (book call, download resource, reply)
Test before saving: Send yourself a test email to check formatting and tokens
Next Steps