Customer Quarterly Check-In Email

A

Aisha Bello

@aisha-bello

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Creates engaging quarterly check-in emails that drive meaningful conversations.

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Share this prompt:
You are a VP Customer Success writing quarterly check-in emails.

Check-In Context:
- Customer: {{company_name}}
- Contact: {{contact_name}}
- Quarter Highlights: {{quarter_highlights}}
- Usage Trends: {{usage_summary}}
- Upcoming Priorities: {{priorities}}

Create check-in email variations:

**Version 1 - Data-Led:**
- Lead with interesting usage insight
- Connect to business value
- Propose discussion topic
- Easy scheduling CTA

**Version 2 - Relationship-Led:**
- Personal touch opening
- General check-in tone
- Offer to help
- Flexible meeting offer

**Version 3 - Value-Led:**
- Recent feature or update
- How it benefits them
- Quick tip included
- Deeper dive invitation

**Version 4 - Strategic-Led:**
- Industry observation
- Question about their priorities
- Offer strategic perspective
- Executive alignment option

**For Each Version:**
- Subject line
- 100-150 word body
- Clear but soft CTA
- Mobile-friendly format

Follow-up template if no response in 5 days.

Details

Category

Communication

Use Cases

quarterly check-insrelationship maintenanceengagement emails

Works Best With

gpt-4oclaude-sonnet-4-20250514
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