💃 The Ad-Hoc Salesforce Status Update Email Response 🕺

Good morning, Salesforce Nerds! When your stakeholder asks for a status update, what are you responding with?

Is your response giving them the warm 🍵 and fuzzies 🧸?

Or is it your quickest motion to satisfy the request and get back to your busy day 👀?

You’re always seeking better ways to serve your stakeholders 💯, and today is a simple little trick to do just that!

Keep scrolling for the goodies ⬇️

Agenda for today includes

• The Ad-Hoc Salesforce Status Update Email Response

• Daily Principle

• All the Memes

The Ad-Hoc Salesforce Status Update Email Response

Today we will discuss-

💃 3 Example Responses to “Can you provide a status update for the report we requested?” 🕺 

💃 Review of the Responses 🕺 

💃 More Tips!🕺 

Job Board | 💃 Click Here 🕺 ^{_{refreshed 9/22}}

Socials | 💃 Linkedin | Instagram | Twitter!🕺

v1 - CAN YOU PROVIDE A STATUS UPDATE ON THE REPORT?

Hi Stacy (the stakeholder),

We’re almost done with the report. We’ll get it to you by tomorrow.

Thanks!

Connie (the consultant)

v2 - CAN YOU PROVIDE A STATUS UPDATE ON THE REPORT?

Hi Stacy,

The report is tracking on time, and we’ll let you know if any delays. Here’s where we’re at -

• Yesterday we completed building out the lookup fields on the Quote and Opportunity objects.

• Currently, we are working on the lookup fields on the Product object. We are nearly done with this!

• Next, we will build out the reports for your review.

Let us know if any question on this!

Thanks,

Connie

v3 - CAN YOU PROVIDE A STATUS UPDATE ON THE REPORT?

Hi Stacy,

The report is tracking on time, and we’ll let you know if any delays. Here’s where we’re at -

• completed - Opportunity lookup field

• completed - Quote lookup field

• in progress - Product lookup field

• not started - build out report

• not started - deployment and visibility settings.

Let us know if any question on this!

Thanks,

Connie

LET’S REVIEW!

So what did you think of each response? Here is a perspective-

v1 

This is a direct answer to the question; what could the stakeholder not like about it?

Would this response make you feel warm & fuzzy?

🤔 

v2

Aight, aight! This is some good visibility!

It shows what’s recently been completed, what you’re currently working on, and what you have left to do.

Classic over-delivering 🙌!

A big step up on the warm & fuzzy scale 📈.

v3 

Ohhhh pretty colors 🌈 !

This is an especially effective format for project managers and tech people; they’ll copy paste it and send to their manager (and take the credit 🙃 ).

All that formatting was a lot of clicks, and you’re a busy person. Is this pretty format worth the effort?

And what if you’re stakeholders ask for a lot of status updates?

Lots of warm & fuzzy in this format, but don’t spread yourself too thin 🫡.

AND…3 MORE TIPS!

Rapid fire 🔥 

• Some of you take great notes. So great, that you’re able to copy-paste status updates from your notes into responses.

• Know your audience to better understand the level of detail required to generate warm & fuzzies 😉.

• Your stakeholder most likely already has a 40hr+/week job. Even if your stakeholder is able to access statuses themselves, via Jira or project notes, they’ll still ask you to serve it them on a plate….we’re just gonna leave this here…

Daily Principle

and now....Your Daily Memes