Checking in with your clients is a great way to maintain a strong relationship and keep your business top of mind. But what do you actually say?
Here are five different types of check-in emails you can send. Referring to a template takes the guesswork out of writing, helping you connect with clients quickly and effectively.
Go beyond their first name. A great check-in email shows you remember the details. Mention a specific project you worked on together, a goal they shared, or a recent company win you saw on social media. This turns a generic touchpoint into a genuine connection.
Have a clear purpose. Why are you reaching out now? Whether you’re sharing a helpful resource, asking for feedback, or offering a new service, make your intention clear. An email with a purpose feels valuable; one without can feel like an obligation.
Keep it brief and scannable. Your clients are busy. Get to the point quickly with short sentences and a simple structure. This makes your message easy to digest and more likely to get a response.
Offer something of value. Instead of just asking for an update, provide one. Share a link to an interesting article, a tool you’ve found helpful, or a quick tip that could benefit their business. Leading with generosity makes your outreach feel supportive, not self-serving.
<template>
Subject: Welcome to [Your Company Name]!
Hi [Client Name],
Welcome to the team! We’re excited to partner with you and get started on [Project Name or Goal].
To kick things off, our next step is to [describe the immediate next step, e.g., schedule our initial consultation]. You can expect a calendar invitation from us shortly. In the meantime, we’ve attached [mention a helpful resource, e.g., our onboarding guide] to outline what to expect as we work together.
We’re looking forward to helping you achieve great results. If any questions come to mind, please feel free to reach out.
All the best,
[Your Name]
[Your Position]
[Your Company Name]
</template>
<template>
Subject: Reminder: Our meeting on [Date] at [Time]
Hi [Client Name],
This is a quick reminder that we have our meeting scheduled for [Date] at [Time].
We'll be meeting at [Location or Platform, e.g., our office, Google Meet] to discuss [Meeting Agenda or Topic].
If you need to reschedule, please let us know at your earliest convenience.
Looking forward to connecting,
[Your Name]
[Your Position]
[Your Company Name]
</template>
<template>
Subject: Your feedback on [Project Name]
Hi [Client Name],
Now that we've completed [Project Name or Milestone], I’d appreciate hearing your thoughts on how everything went. Your feedback is essential for us to improve our process and ensure we’re delivering the best possible work.
If you have a moment, could you share your experience? You can either reply directly to this email with your thoughts or, if it’s easier, use our short feedback form here: [Link to Survey].
We value your perspective and look forward to hearing from you.
Best,
[Your Name]
[Your Position]
[Your Company Name]
</template>
<template>
Subject: Following up on [Our Recent Conversation]
Hi [Client Name],
It was great connecting with you to discuss [Specific Project or Goal].
As promised, I’m following up with the [Document or Resource Name] we talked about. It provides more detail on [briefly describe what the resource covers].
Please take a look when you have a moment. I’m here to answer any questions that come up.
Best,
[Your Name]
[Your Position]
[Your Company Name]
</template>
<template>
Subject: A note of thanks, [Client Name]
Hi [Client Name],
I’m writing to express my sincere thanks for [reason for thank you, e.g., choosing us for your project, your recent referral, your time today]. We genuinely appreciate the opportunity to work with you.
We value your business and look forward to our continued partnership. Please don’t hesitate to reach out if anything comes to mind.
All the best,
[Your Name]
[Your Position]
[Your Company Name]
</template>
Now that you have these five client check-in email templates, you need an effective way to send them. That's where Flodesk comes in. We provide intuitive email marketing tools designed for small businesses, allowing you to grow and manage your email list with ease. You don't need any coding or design experience to create, send, and automate emails that connect with your audience and support your business goals.
Our platform is built around a straightforward email builder, powerful automations, and well-designed forms. We give you everything required for effective email marketing, minus the usual complexity. Whether you're just starting out or have been doing this for years, Flodesk helps you send emails that look great and get results in a simple way.
Staying connected with your clients is key to building lasting relationships. Use these templates as a starting point to make your outreach consistent and meaningful.
Ready to put these templates into action? Sign up for Flodesk to start sending emails that look as good as your work.
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