Disclosure: cloudHQ offered me a free year of their Premium apps in exchange for an honest review. All opinions are my own, and I’m only sharing what I actually use.

Running an accounting firm and a coaching business means my inbox is where a lot of the work happens. Client questions, tax documents, coaching follow-ups, and speaking inquiries all come through email. As the founder of Strategies & T.E.A. in Miami, I needed my email to look professional and my team to be able to support me with it. cloudHQ helps me do both.

The problem I was trying to solve

I needed an email signature that was easy to update, included a link for people to book a call with me, and carried confidentiality and disclaimer language on every email. I also wanted my team to use the same format so everything we send looks consistent.

1. Email signatures

I use cloudHQ’s signature tool to build my signature with my headshot, a “Schedule a Call” link, and our disclaimer and confidentiality language. My team members use the same tool, with the company logo in place of a headshot, so all of our emails look unified.

Setup was simple and self-explanatory. The tool gives you fields to enter your information and link your social media profiles, then formats the signature for you. That made it easy for my team to follow my signature as a guideline and recreate it themselves.

2. Automatic BCC to my CRM

The feature I rely on most is automatic BCC. I use a CRM, and it’s how my team supports me with email management. With cloudHQ, anything I send from my Gmail is automatically BCC’d into our CRM, so my team can see the conversations and help me stay on top of my inbox. I don’t have to remember to copy anyone or forward messages, because it happens in the background.

What I like

• Easy setup: The fields are clearly labeled, so I didn’t need a tutorial.
• Easy for a team to adopt: My team could follow my signature as a template and get the same result.
• Seamless BCC: Once it’s set up, it runs automatically, and that has been the most useful part for me.

Who I’d recommend it to

I think cloudHQ would work for any business. If you want a professional, consistent signature (booking link and disclaimers included) and a hands-off way to get your emails into a CRM or shared system, it’s worth a look.

You can try the signature generator here: Free Email Signature Generator on the Chrome Web Store