Do you want to standardise your communications and have a set of ready-to-go email templates for different situations?

In this brand-new guide, you'll get access to:
  • 8 pre-written email templates you can swipe and insert into your workflows to save time, including...
  • A proposal follow up email template for nudging your prospects to make a decision
  • A onboarding email template for welcoming new clients to your firm and setting expectations
  • A template for setting fee-review meetings with your clients to discuss increasing your fees