Announcement email template
Tell clients about a new joint consult before booking opens
The subject names the change, the preview text carries the date, the length and the price. Clients know what they are booking before they open anything.
Ledger & Lane9:41 am
Accountants and lawyers, now in one meeting
Joint consults open Monday, November 3. 45 minutes with both, $150.
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Sending this email as a campaign
This email is sent as a campaign, to the list or a saved segment, now or at a time you pick. Campaigns are on every plan, Free included.
- Whole list, or a saved segment on Starter and above
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Why it works
Why this email works
- 1The price is in the preview text. Forty-five minutes and $150 show up before anyone opens the email, so nobody books expecting a free intro call. The same line says the fee is credited toward the first invoice.
- 2One date, repeated in three places. Monday, November 3 appears in the preview text, the opening paragraph and again over the button. A client skimming on a phone still catches the day booking opens.
- 3Every name comes with what they read. Maya Ellison flags what the IRS is likely to ask about. Daniel Okafor marks the clauses you can push back on. A client knows who to ask for before they book.
- 4It says why the reader got it. One line at the bottom names them as a client or someone who asked for updates. That answers the question people ask right before they mark an email as spam.
Every word, set out as text
- Subject
- Accountants and lawyers, now in one meeting
- Preview text
- Joint consults open Monday, November 3. 45 minutes with both, $150.
Now booking joint consults from Monday
Now booking
Your books and your contracts, in one room
Hi Alex, starting Monday, November 3, you can book one meeting with an accountant and an attorney from our team. Both read your file before you sit down, so you leave with the tax answer and the contract answer in the same hour.
How the joint consult works
You send your last two tax returns and any contract you are unsure about.
We put one accountant and one attorney on your file. They talk before you arrive.
The meeting runs 45 minutes and costs $150, credited toward your first invoice.
Who sits at the table
Taxes
Maya Ellison, CPA
Reads your returns before the meeting and flags what the IRS is likely to ask about.
Legal
Daniel Okafor, JD
Reviews leases, vendor agreements and buyout terms, and marks the clauses you can push back on.
Payroll
Renee Park, CPA
Handles quarterly filings and works with your bookkeeper to keep the numbers current.
Book a joint consult for November
Book a joint consult
45 minutes. $150, credited to your first invoice.
You get this because you are a Ledger & Lane client or asked for updates.
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