Prompt Library 📧 Email Write a Client or Customer Check-In Email
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Write a Client or Customer Check-In Email

Craft thoughtful check-in emails that strengthen relationships and surface opportunities.
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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]

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