In our flow of getting your users to use the platform we foresee that 3 important emails will have to be send. The first activation email, a reminder and a reinforcement email. Her are some guidelines and tricks to make it work for you: 

Email 1: introduce the purpose of the project and explain them what to do

This is the first email to invite your team to use the platform. With this email we’re going to:

  • inform your team why you’re implementing the tool and encourage them to adopt it 
  • Be really specific about the actions you want your team to do. Keep it simple and start with small actions. 

We included the following example, but make sure to tailor it to your use-case:

Hi (name),

You’ve been invited to use intuo. From now on we’re going to use this tool to keep track of everyone’s objectives and to log the 1-1 conversations with your manager. Even though we’re growing at a fast pace we want to focus on your personal development.  
Though the objectives we want to keep everyone committed in helping you grow. An objective is a goal that you want to reach in 2 to 3 months and is something that benefits the company but moreover encourages you to develop your own skills. An example could be 'become a better leader' or 'book 4 meetings this quarter'.  

What are we expecting from you now?
You will receive an invitation email tomorrow. We expect you to log-in and create a password. Then there are 2 important things we would like you to focus on :

Log a check-in with your team lead once a month: http://recordit.co/3XpgcKApkU

Set quarterly objectives: http://recordit.co/M3L7zQeJzE

Next week, your team lead will plan the first check-in soon to talk about these objectives and how they can help you reach them.

It’s very important that during a strategic workshop you determine what we core behavior is that you want to set during those first few months of the roll-out and when it comes to explaining what people are supposed to do; the more dynamic the better! Make a video or a gif animation so your team knows exactly what to do. 

Email 2:  The Reminder Email

In the second email you want to remind people of the action you want them to set, but this time you should be a bit more persuasively, but not sales-y (it’s a thin line, we know). Here are a couple persuasion principles you can use:

  • Reciprocity: in many situations, we pay back what we owe to someone else. In social situations you invite a person to your party if you were invites to theirs.  You can use it in your email as the following example  “We know there’s been a need for a feedback tool so we got you the best one. All you need to do is to complete your account and get started”, making sure the give-and-take dynamic is included in this one. 
  • Scarcity: When people believe something is in short supply, they will value and want it more. This principle won’t work in a general roll-out but could be very motivating in pilot groups where seats are limited. Example: “Pilot members who don’t set their own objectives by end of week will be removed from the pilot". 
  • Consensus:  if people are unsure about what to do, they will look to others to determine their behavior. Example:  ‘83% of your peers have already logged-in and set their objectives, what are you waiting for?’ 

Don’t forget to remind them of the specific actions you want them to undertake so add the steps and animations from the first email. 

Email 3:  Success stories

Use your current ambassadors and their enthusiasm to create some testimonials.  Ambassadors could be your product champions or people who are seen as company role models.  People are more likely to adopt the behavior of their peers or from someone they really like, you guessed it, that’s another persuasion principle. A video message is even more powerful and all you need is a smartphone with a decent camera. Get creative! 

Hi all,

We’ve been using intuo for a quarter now and we’ve seen some great results so far. Here are some reactions from the team:

“As a new member of the team, I love having objectives. Even though I’m not fully adding to the team target yet I do see that I’m making progress in my skills and onboarding. Very motivating”.

 Jean, Finance Team, Ghent

 “I had a check-in with a team member last week and it was a great conversation! I know so much more about this person because we discussed topics we had never touched on before.”

 Kristin, Sales Benelux Team, Brussels

“I love how to helped out a colleague the other day and even though she didn’t have to, she praised me on the platform and it made my day.”

Katherine, Product Marketing, Ghent

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