Done-For-You Email Templates: Introduce Interactive Checklists To Clients + Prospects

Recently, members have asked, “How should I introduce interactive checklists with Share Link to my clients and prospects?”

To support your communication efforts, we created two email templates. Consider using either one when you’re sending checklists via the Interactive Checklist feature, which is available to Premier members. Please feel free to use these templates as they are, edit to your liking, or reference them for inspiration.

Looking for more? Check out the fully linked and email templated Client Service Calendar.