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Initial Report Template Email Wording
Initial Report Template Email Wording

Pre-prepared email template for your convenience

Matt Fox avatar
Written by Matt Fox
Updated over a week ago

When sending the initial report to a client we recommend it be short, sharp and engaging.

If you are unsure about what to type, use Clarity's template wording (below) when sending the Initial Report via email.



We’ve been thinking of you and looked at your numbers

Email body:

Hi {Business Owner First Name}

We’ve been thinking about you so we crunched your numbers behind the scenes. We believe we can help you move towards additional profit of {Profit Improvement Figure}.

Attached is a brief overview of how that additional profit figure is calculated. When is good to have a short video call to discuss this with you?

For ease, you can book the video call by clicking here [insert calendar link] or if those times don’t work let me know a time that is best.

Many thanks

{User First Name}

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