Any
📧 Email
Basic
Write a Client or Customer Check-In Email
Craft thoughtful check-in emails that strengthen relationships and surface opportunities.
The Prompt
Write client or customer check-in emails for the following: Business type: [agency / consultant / SaaS / service provider / other] Client relationship: [new client / long-term client / at-risk client / recently inactive] Goal of the check-in: [relationship maintenance / upsell opportunity / prevent churn / gather feedback / reconnect after silence] Context: [what was the last interaction or milestone] Tone: [warm and personal / professional / casual / concerned] Frequency this check-in is sent: [monthly / quarterly / triggered by behaviour / ad hoc] Provide a complete check-in email toolkit: CHECK-IN EMAIL TYPES (write one each): 1. PROACTIVE RELATIONSHIP CHECK-IN: - Sent at regular intervals regardless of activity - Shows you are thinking of them - No ask — just genuine interest - Asks one meaningful question 2. POST-PROJECT OR POST-PURCHASE CHECK-IN: - Sent after a milestone or delivery - Celebrates their progress - Surfaces any concerns before they escalate - Opens door to next steps naturally 3. AT-RISK CLIENT RESCUE: - Sent when engagement drops or signals appear - Acknowledges the situation directly without being dramatic - Specific offer to help or resolve - Creates a reason to respond 4. RECONNECTION AFTER SILENCE: - Sent to clients not heard from in 60-90 days - References something specific to them - Low pressure but clear intent - Provides value before asking anything 5. FEEDBACK REQUEST CHECK-IN: - Combines genuine care with a feedback ask - Makes the ask feel natural - Specific questions (not "how are we doing") FOR EACH EMAIL: - Subject line - Full email body - Personalisation guidance - Best time to send - What to do if they respond negatively - What to do if they do not respond
📝 Fill in the blanks
Replace these placeholders with your own content:
[agency / consultant / SaaS / service provider / other]
[new client / long-term client / at-risk client / recently inactive]
[relationship maintenance / upsell opportunity / prevent churn / gather feedback / reconnect after silence]
[what was the last interaction or milestone]
[warm and personal / professional / casual / concerned]
[monthly / quarterly / triggered by behaviour / ad hoc]
How to use this prompt
1
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2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
Paste into Any
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