Account Check-in Template
The Account Check-in Template below is free to preview and install in Zealos. Periodic touchbase with an existing client to maintain the relationship and surface opportunities.
Email preview
Hi {{firstName}},
Just wanted to check in and see how things are going with the team at {{company}}. It's been a bit since we last connected, and I want to make sure everything is running smoothly.
A few things I wanted to share:
ā¢ We recently released {{newFeature}}, which I think your team would find useful
ā¢ I'd love to hear any feedback or ideas you have
Would you have time for a quick sync this week or next?
Best,
Merge variables
| Variable | Use |
|---|---|
| {{firstName}} | Replaced when sending. |
| {{company}} | Replaced when sending. |
| {{newFeature}} | Replaced when sending. |
About this template
A friendly check-in template for existing clients. Helps maintain relationships, gather feedback, and uncover upsell or expansion opportunities naturally.
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