Subject Wrapping up your file
Hey {{firstName}},
Just checking in - I know how crazy things can get. If you're swamped or not interested, can I wrap up your file for the month?
If you're still keen, what's the next move you suggest?
Appreciate your time,
[[person]]
Checking In and Wrapping Up File
Template information
Updated
This email is a casual check-in with someone who may be busy. It asks if they want to close their file for the month or continue, and asks for their next suggested step.
Related cold email templates.
Business Puzzle Solution Proposal
Hey {{firstName}},
Ever feel like your business is a jigsaw puzzle with missing pieces? We at [[company]] help find those pieces and complete the picture. Just one chat with us can set things right. Fancy a quick call?
Cheers,
[[person]]
Follow Ups
Closing Monthly File Inquiry
Hey {{firstName}},
Looks like we're wrapping up this month's files. If you're swamped or not keen anymore, can I close your file? If you're still on board, what's our next move?
Appreciate your time.
Follow Ups
Company Action and Resource Follow-Up
Hey {{firstName}},
Noticed you checked out [[company]] and [[took this action]]. If [[content topic/product page visited]] caught your eye, these might too:
[[additional resource 1]]
[[additional resource 2]]
Also, our [[company]] could get you [[achieve this specific result]]. Fancy a chat about it on [[person]]?
Follow Ups