How To Create A Professional Email Signature (Using HubSpot’s Free Generator)

While you’re working from home, create a professional email signature as an easy step to supercharge your marketing. 

Want to create an eye-catching email signature for free? HubSpot’s simple online tool lets you generate a professional email signature that’s brand cohesive and includes all your important contact information (a win-win in our book).

Watch the video here to see Tammy create her free Indigo Marketing Agency email signature in less than 10 minutes.

Or, follow these steps:

Step 1: Choose Your Template

Go to HubSpot’s free email signature generator.

Uncheck the Created With HubSpot button at the top of the screen. (If left selected, this generates an ad in your email signature that invites others to create a free signature.)

Then choose your email signature template. We chose Template 6 in the video above, but feel free to use whichever style suits your preference.

Step 2: Add Your Signature Details

Go to the next tab and enter your signature details. This includes information such as your name, job title, company name, phone number, website, social media profiles, and more. 

If there are any pieces of information you don’t need—such as a physical address—leave those fields blank. But we highly recommend adding your social links for LinkedIn, Facebook, and Twitter, so prospects can connect with you online. 

Step 3: Add Your Brand Colors

Now it’s time to move on to the stylized tab, which is where you’ll customize your signature’s theme, text, and link colors to match your brand.  

If you don’t know your brand colors, that’s okay. You can upload your logo to Pine Tool’s Image Color Picker, and the free tool will generate codes for the colors used in your logo. You can then copy and paste these codes into HubSpot. 

Quick tip: If you’re leaving your text color black as default, we recommend changing it to a dark gray (try #555555) so it doesn’t look as stark against the white background.

Step 4: Add Your Custom Images

Click over to the last tab to add custom images to your signature, such as your profile picture, firm logo, and a call-to-action button. 

Adding a profile picture is optional. Some advisors like to do it because it adds a level of trust to their communications and makes them more recognizable. But this part is up to you. 

If you’d like to add a profile picture:  

1. Go to your website.
2. Right-click on your photo, and select Copy Image Address. 
3. Paste it into the Profile Picture section of the generator. 

Next, you’ll want to add your financial advisory firm’s logo. The generator doesn’t let you upload an image of your logo, so you’ll need to grab the logo link from your website. If you don’t have it, ask your admin or website developer to get it for you. Then copy and paste the link into the Company Logo section. 

Lastly, you’ll want to add a call-to-action button so prospects can schedule an appointment with you directly from your email signature. 

Quick tip: If you create a Calendly account in #4 (below), you can use that as your call-to-action button link.  

Step 5: Add The Signature To Your Email

You’re almost finished! Now it’s time to generate your signature and add it to your email. Here’s how you do it: 

1. Once you’ve gone through all four tabs, click the Create Signature button. Then click Copy Signature. 
2. Go to your email account and navigate to the settings. Look for the spot to change your signature and paste the information into the box. 
3. Save your changes.

After you generate your free signature, you’ll get emails from HubSpot inviting you to try their CRM. If you’re not interested in this service, click Unsubscribe in the footer of the email; this way you’ll stop receiving communications from them. 

If you’re stuck at home due to COVID-19, it’s the perfect time to invest in your marketing so you come out of this crisis poised for more success than ever. Take this step today and let us know if you get stuck, we’re happy to help. 

Stay tuned for our next post where we’ll discuss another step to supercharge your marketing from home!

(If you missed our previous tip, read “How To Upload Your Contact Lists to LinkedIn & Grow Your Network In Seconds” here.)

Looking for more ways to improve your financial advisor marketing? Find more information on our blog. Or learn more about how we help financial advisors just like you grow their businesses with our Total Marketing Package.