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Email templates Untitled-27

Keep in touch Untitled-27


This email will be sent after you have received the intake questionnaire and it contains the agenda for the session and some basic prep work for your client.

Hi [NAME],

We’re getting ready for your Roadmapping session next [DAY]. I just wanted to send you a few things that will help it run as smoothly as possible.

Thing #1: Agenda

We’ve put together an agenda for our session which you can find here. This gives you an idea of how the session will run and what to expect. 

Thing #2: How to prepare for Roadmapping 

We’ve also got a short checklist of some useful tips for preparing for the session so you can get the most out of it. Here’s a link to the checklist.

Thing #3: Your call link

This should already be in the calendar invite we sent you. But just in case, here is a link to the call for [DATE] [TIME]. 

We’re really looking forward to digging into [BUSINESS] with you. Please let me know if you have any questions and if there’s anything else you’d like to send me that you think might be helpful, feel free and I’ll pass it along to the team.