An email to promote your services is a great way to reach out to potential clients and let them know what services you offer that could be helpful to them. These emails can also be used to reach out to existing clients to remind them of additional services they may want to explore.

Remember, not everyone out there knows the different services you might offer. They may not be aware that you offer business advisory or virtual CFO services. Letting them know what you do and how those services can help them is a great way to show them your value.

These email templates can be sent out to promote your advisory services to clients. They can be revised to  suit your firm’s individual needs, including using your own subject line or preview line, adding your logo and signature, and including your contact information.

Before sending this email to your contacts, please make sure to do the following:

  1. Replace all text in red font with the relevant information
  2. Make sure your logo and signature appear in the email
  3. Revise any content to ensure it reflects your firm (for example, remove the wording about the free discussion if it’s not applicable) or the benefits of working with you (for example, the bulleted lists)

Here are three different emails to promote your business advisory, automated bookkeeping and virtual CFO services. Each service email has a long and short version.

 

Email 1: Promote business advisory services

Long version

Subject line: Ready to grow your business? 

Preview line: If you already have a lot on your plate, we can help you.

Hi First name

If you have a lot on your plate with limited hours to take care of  everything, we’re here to help. Our Business Advisory services are designed to support your business growth.

We’ll work with you to monitor your business performance and translate your numbers into clear language. We use and recommend Xero’s smart online accounting software that provides you with budgeting, cash flow forecasting, reporting and benchmarking tools that empower you to make critical business decisions. 

Are you ready to grow your business?

Get in touch with us by phone phone number or email email address to book a free discussion on taking your business to the next level. 

Many thanks,

Your name

 

Short version

Subject line: Ready to grow your business?

Preview line:If you already have a lot on your plate, we can help you.

 

Hi First name

Our business advisory services help you make the critical decisions vital to your success.

Get in touch with us by phone phone number or email email address to book a free discussion on taking your business to the next level. 

Many thanks,

Your name

 

Email 2: Promote automated services

Long version

  • Note: for this template, replace Xero with whichever software you want to promote and change up the benefits to match the software you use

 

Subject line: Introducing Xero

Preview line: Learn more about Xero’s online accounting software

 

Hi Name

I’m happy to share with you Xero, our preferred online accounting software solution that helps you get paid faster, save time, and manage your business. We love using it, and we think you will, too.   

Using automated services with outstanding, business-friendly features enables you to

  • Create fast, simple and customized invoices that get sent immediately and get you paid faster with multiple online payment options
  • Keep on top of accounts to avoid large bills and penalties
  • Bring transactions straight into the accounting software through the Xero bank feed
  • Work from anywhere
  • Stay in control of your finances, understand your current position, and improve your performance with smart reports and dashboards
  • Protect your information with multiple layers of security and automatic back-ups
  • Collaborate in real-time with us, your advisors
  • Switch easily with no installation or IT maintenance required.

 

There are many more great features you can use to efficiently manage and grow your business. 

Talk to us to find out how to get started on a free 30-day trial.

Call us on (phone number) or email (email address) to find out more.

Many thanks,

Your name

 

Email 2: Promote automated services

Short version

Subject line: Want to chat about Xero?

Preview line: Book a meeting

Hi First name

Would you like to learn more about how Xero’s great accounting features can help you improve your cash flow, protect your business information, and save you money?

We can help you get up and running really quickly. Talk to us to find out how.

You can book a meeting with us at a time that suits you by emailing us at (email address) or calling us at (phone number).

Kind regards,

Your name

 

Email 3: Promote virtual CFO services

Long version

Subject line: Are you ready to take your business to the next level?

Preview line: Learn more about our virtual CFO services

 

Hi first name,

Do you feel you’ve got a full handle on your company’s finances? At firm name, we work with clients like you, to help them accelerate their growth, scale their operations and take their business to the next level. We help you take your business from where it is now to where you want to be, by providing you with

  • Strategic financial advice and planning
  • Accurate reporting
  • Cash flow management
  • Streamlined processes
  • And much more

Our expertise lies in helping clients in the (industry or niche) grow their business, and we work with you to understand your needs, goals and priorities. 

Contact us today at (phone number) or (email address) to learn more about how we can help you. You can also read more about us at our website (link to website). 

Have a great day,

Your name

 

Email 3: Promote virtual CFO services

Short version

Subject line: Are you ready to take your business to the next level?

Preview line: Learn more about our virtual CFO services

Hi first name,

At firm name, we work with clients like you, to help them accelerate their growth, scale their operations and take their business to the next level. Our expertise lies in helping businesses in (industry or niche) grow their business, manage their cash flow and streamline processes so they can scale. 

Contact us today at (phone number) or (email address) to learn more about how we can help you. You can also read more about us at our website (link to website). 

Have a great day,

Your name