Sometimes it may become absolutely possible to introduce your boss to a client via email. To achieve this, you may not need to beat around the bush. Here are concise samples to assist.
Sample 1: How to Introduce Your Boss to a Client in an Email
Begin the email by addressing the client by name and expressing a professional and polite tone. Then introduce your boss.
Suggested Subject: My Boss will attend to you
Hello Jane,
My apologies for the inconvenience.
I’m looping in my boss for further assistance.
Regards,
Jim Carrey
Hi Simon,
Jane has been having issues logging into her account for the past couple of days. Whenever she tries the self-help options, she’s warned that her account will be blocked if it persists.
Kindly help her with this problem.
Regards,
Jim Carrey
Sample 2: How to Introduce Your Boss to a Client in an Email
First, appreciate the client before going ahead to introduce your boss.
Suggested Subject: Meet my Boss [name of boss]
Hello Simon,
Thank you for your patience.
To provide further assistance and make sure your questions and inquiries are answered, I’ve copied my boss in this email.
He’ll handle all inquiries and make sure your account is up and running without any hitch.
Thank you for doing business with us.
Regards,
Jim Blessed
Sample 3: How to Introduce Your Boss to a Client in an Email
Emphasize the importance of the connection between the boss and the client. Explain why you believe that the two will have a productive relationship, and why you think that this introduction will lead to a positive outcome.
Suggested Subject: A valuable connection: [Boss Name] meets [Client Name]
Hello Judith,
Thank you for emailing Woculus about your complaint. We apologize for any inconvenience this may have caused.
To ensure your inquiry receives the proper attention and is handled as efficiently as possible, I’ll be looping my boss in.
Regards,
Jim Blessed
Hi Jeffery,
Judith subscribed for the premium package and an account upgrade. She has completed her KYC, but the account hasn’t been upgraded.
Would you please assist her with this problem?
Regards,
Jim Blessed
Sample 4: How to Introduce Your Boss to a Client in an Email
The email doesn’t need to be full of the expertise of your boss. Simply explain to the client why it’s important for your boss to be present.
Suggested Subject: A valuable connection: [Boss Name] meets [Client Name]
Hello Jaden,
Thank you for creating time to speak with me over the phone.
With regards to our discussion about our plans and packages, I’ll be looping my boss in this email to explain our services and campaign further.
Thank you for your time.
Regards,
Jim Blessed
Hey Simon,
Jaden is a new client from the Hold campaign. He would like a few clarifications concerning our plan.
I assured him you’re the best person to onboard him and give him a firsthand tour of our services.
Regards,
Jim Blessed
Sample 5: How to Introduce Your Boss to a Client in an Email
Explain why your boss would be a valuable asset to the client. Highlight their experience and expertise, and give specific examples of how they could benefit the client. This will help the client understand why they should be interested in speaking with your boss.
Suggested Subject: Introducing [Boss Name]
Hello Simon,
Our sincere apologies for the inconvenience you must have experienced from being locked out of your account. We’re doing everything we can to resolve this and restore your account. To this effect, I’ve looped our head of security and cybercrime in this email.
Best Regards,
Jim Blessed
Hello Anna,
Simon tried to log into his account and was unable to. He tried to change his password and his account became restricted. It’s been 4 days and he’s not been able to access his account.
Kindly assist him with this problem.
Best Regards,
Jim Blessed