CX Survey Email Template

Send via: Resend (jack@trimlightphoenix.com — domain being added via GoDaddy DNS) From name: Jack Weiner Reply-to: jack@trimlightphoenix.com Target: Jobber customer list (Trimlight Phoenix past customers) Timing: Tuesday or Wednesday, 10:45 AM MST (highest open rates for home services)

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Subject Line Options (A/B test top 2)

• A: "Quick question about your Trimlight, [First Name]"
• B: "How's your Trimlight doing? (+ something new)"
• C: "[First Name], got 2 minutes? I'd love your input"

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Email Body

Version 1 — Personal / Conversational (Recommended)

Hey [First Name],

It's Jack from Trimlight Phoenix. Hope you're doing well!

I'm reaching out because I value your opinion — you've been one of our customers and I'd love to hear how things are going with your Trimlight installation.

I also have something new I'm excited to share. We've launched AZ Palm Tree Lights — premium, color-changing LED lighting for palm trees. Same quality you expect from us, now for your palms.

Would you mind taking 2 minutes to answer a few quick questions? Your feedback genuinely helps me improve.

[TAKE THE SURVEY ->] {{survey_url}}

As a thank you, everyone who completes the survey gets $100 off any new lighting project this season.

Thanks,
Jack

Jack Weiner
Trimlight Phoenix | AZ Palm Tree Lights
(480) 631-7754

Version 2 — Slightly More Structured

Hey [First Name],

Quick favor — I'm trying to make our service even better and would love 2 minutes of your time.

I put together a short survey (6 questions, no fluff) about your Trimlight experience. Your honest feedback helps me a lot.

Plus, I'll share something new we're doing with palm tree lighting that I think you'll find interesting.

[TAKE THE 2-MINUTE SURVEY ->] {{survey_url}}

Everyone who fills it out gets $100 off their next project.

Appreciate you,
Jack

Jack Weiner
Trimlight Phoenix | AZ Palm Tree Lights
(480) 631-7754

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Resend Configuration

Send Settings

• From: jack@trimlightphoenix.com — sends from the Trimlight relationship (these are Trimlight/Jobber customers), cross-sells APTL in the body. Domain verified in Resend (Jun 2026).
• From Name: Jack Weiner
• Reply-To: jack@trimlightphoenix.com
• List-Unsubscribe: Required — Resend handles this automatically
• Tags: cx-survey-may-2026
• Send mode: Transactional one-to-one — one individual Resend send per recipient (rate-limited 1/sec), not a bulk broadcast.

Live config is the source of truth: the values above are mirrored from the live send configuration. Edit there to change what actually sends.

P.S. Teaser (added Jun 2026, per Jack)

Appended to the bottom of the email (and the survey thank-you screen):

P.S. — Be on the lookout for a big announcement coming in July. Here's a hint: don't buy lighting for any part of your house until you hear from me 😉

Purpose: pre-frames the July Outdoor Vibes launch and turns a one-time survey blast into a two-step nurture (recipients expect a second touch).

Footer & Compliance (added Jun 2026 — deliverability)

Every send now includes:

• Visible footer (reply-STOP opt-out): "You're getting this because you're a Trimlight Phoenix customer. Not interested? Just reply STOP and I won't email you again." + physical mailing address. CAN-SPAM compliant (reply-email opt-out is allowed) as long as STOP replies are honored within 10 business days. Friendlier than a formal unsubscribe link and fits the personal-from-Jack tone.
• List-Unsubscribe header so Gmail/Yahoo still render a native one-tap unsubscribe — a strong inbox-placement signal, kept alongside the reply-STOP line.

⚠️ Operational: someone must monitor jack@trimlightphoenix.com for "STOP" replies and remove those contacts before any future send.

✅ Physical address (CAN-SPAM) — resolved Jun 2026. Footer now uses: Trimlight Phoenix · 15863 N Greenway Hayden Loop, Unit 116 · Scottsdale, AZ 85260 (provided by Jack).

Personalization Fields

• {{first_name}} — from Jobber export
• {{survey_url}} — Fillout form URL with pre-populated hidden fields: https://forms.fillout.com/t/FORM_ID?email={{email}}&name={{first_name}}&jobber_id={{jobber_id}}&source=cx-survey-may-2026

Sending Strategy

• Batch size: Send in batches of 50-100 (avoid spam filters on first send from new domain)
• Day 1: 50 emails (test batch — monitor deliverability, opens, bounces)
• Day 2: If >20% open rate and <2% bounce, send remaining list
• Follow-up (Day 5): Re-send to non-openers with subject line C

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Jobber Export Process

To get the customer list:

1. In Jobber: Go to Clients -> Export (CSV)
2. Filter: Clients with at least 1 completed job (not just quotes)
3. Fields needed: First Name, Last Name, Email, Phone, Jobber Client ID
4. Clean: Remove duplicates, remove any without email, remove Jack's own test records
5. Expected list size: ~100-300 contacts based on $500K revenue at ~$3-5K avg job

Segmentation (Optional — for future sends)

• VIP tier: Clients with 2+ completed jobs or total spend >$5K
• Recent: Job completed in last 6 months (highest reactivation probability)
• Dormant: Job completed 6-18 months ago (needs re-engagement)
• Ancient: 18+ months (low probability, still worth surveying)

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n8n Workflow: Survey Email Send

If sending via n8n instead of Resend batch:

1. Trigger: Manual or scheduled
2. Read: Google Sheet with cleaned Jobber export
3. Loop: For each contact
4. Send: Resend API node (or Gmail node as fallback)
   • Resend: POST https://api.resend.com/emails with API key
   • Gmail: Send via jack@azpalmtreelights.com SMTP
5. Log: Update Sheet with send timestamp
6. Rate limit: 1 email/second (avoid throttling)

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Metrics to Track

• Open rate: Target >25% (personal emails from known sender)
• Click-through rate: Target >10% (survey link clicks)
• Survey completion rate: Target >60% of clicks
• Hot leads generated: Target 5-15% of completions express palm tree interest
• Revenue attributed: Track any jobs that originate from survey respondents