Emails for New Clients / Prospects [Email Templates]

Below you will find a number of emails that will help you to prospects and new clients with the Your Life campaign. Included are four versions you can send to clients to get them started:

1. Version 1 is designed to be used off the back of an enquiry. This could be through your website or direct communication

2. Version 2 focuses on re-engaging prospects/leads that have disengaged

3. Version 3 also focuses on re-engaging the disengaged but with a more "fun" tone

4. Version 4 is designed to be sent prior to your discovery meeting with new clients

Version 1: Thank you for your enquiry

Dear {First Name},

Thank you for your interest in our services. We look forward to working with you to address your financial needs and ensure they are supporting you in living your best life.

At {Practice}, we believe knowing what you value in life will help us better manage your finances and give your money meaning. Below I have provided a link to a short survey that will help us to start identifying what you value in life. It takes no more than 5 to 10 minutes to complete.

{Insert Your Life URL}

Once complete, you will receive Your Life Score, which will inform you what values are important to you and whether you are living a life aligned with them. We can then dig a little deeper to help better align your finances with what’s important to you.

If you have any questions, please do not hesitate to contact us. 

We look forward to helping you live your best life!

Warm regards,

Adviser

Version 2: We want to get to know you better

Dear {Prospect},

Like many Australians, the last year has led us to critically examine what’s important in life. We’re all different and all value different things. So, we wanted to take a moment to get to know you better and understand what’s important to you.

We’re not always consciously aware of our values or can easily communicate what they are. Yet knowing what drives us in life can help us make decisions that are right for us. They influence how we spend our time and money. They give meaning to the things we do.

At {Practice}, we believe knowing what you value in life will help us to give your money meaning and empower you to live your best life. Below I have provided a link to a short survey that will help us to start identifying what you value in life. It takes no more than 5 to 10 minutes to complete.

{Insert Your Life URL}

Once complete, you will receive Your Life Score, which will inform you what values are important to you in life and whether you are living a life aligned with them. We can then dig a little deeper to help better align your finances with what’s important to you.

Kind regards,

Adviser

Version 3: Want to know what you value in life? Take our 5-minute quiz

Hi {Prospect},

“What do success and meaning look like to you?”

This is not an easy question to answer. As kids, many of us dreamt of becoming an entertainer, an astronaut, or professional sports star. Instead, many of us are stuck behind a desk or on the tools, wistfully thinking about what could have been.

The problem is, many of us don’t know what we truly value in life. We don’t understand what’s important to us. Instead focusing on what society, culture and media determine as success.

We want to help you discover what is truly important to you. Our discovery process will help you to understand what you value and whether you are living a life aligned with that value. Below, I’ve included a link to a quick 5-minute Your Life survey. 

{Insert Your Life URL}

Following the survey, you will be presented with a Life Score, showing how you’re currently tracking towards living your best life. Our expert advisers can then help you improve this score, by empowering you to live a life aligned with your values through smart goal setting and financial planning.

Why not see how you’re going towards living your best life and take the quiz. You never know, you might discover new things about yourself or your partner.

Warm regards,

Adviser

Version 4: Please complete our quick survey before your discovery meeting

Dear {Prospect},

Thanks for your interest in {Practice_Name}. We’re keen to meet with you to get to know you and how we can help you to live your best life. 

Would you be available {insert date & time} for us to hold a discovery meeting? In this meeting, we will:

• Determine any burning issues

• Define what success looks like

• Uncover the values that drive you in life

• Set initial financial goals aligned to your values to start living your best life

So that we can make the most of our time together, we ask that you complete our short Your Life survey. It takes less than 10 minutes to complete and can be completed on your smartphone at any time, like on your commute or while the ad breaks are on. 

{Insert Your Life URL}

Following the quick questionnaire, you will have the opportunity to complete a short fact find, which will provide us with further insight into your financial situation. However, if you don’t have the time to complete the fact find, we can revisit it later.

We look forward to seeing you soon.

Warm Regards

{Adviser_first_name}