Client pitch email
A ready-to-edit email for introducing the shared workspace and its value before sending a client invitation.
How to use it
When to send it
Use this after a reporting conversation or before a review meeting when the client already understands the visibility problem.
What to personalise
Mention one current campaign or reporting friction, then adjust the feature list to match what the client cares about most.
Copy and personalise
Subject: A new way to see your campaigns Hi [Name], We've set up a private workspace where you can see your campaigns, market activity, and performance between reports, without waiting for our monthly deck. You'll have access to: • Campaign status and budget progress • Competitor and market tracking • Performance dashboards refreshed each reporting cycle • Monthly reports built from your workspace data I'll send your invite link separately. It takes about two minutes to set up. Let me know if you have questions before I send it. [Your name]
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One-page pitch
A concise pitch you can paste into a proposal, share as a PDF, or adapt into an email for a warm prospect.