Email-Success-CheckIn-1-Full.md

02-Outreach/Email-Templates/Email-Success-CheckIn-1-Full.md

1. ---
2. type: email-template
3. scope: 02-Outreach
4. sender: "Meridian Success Team"
5. audience: "Palladium to Platinum Partners / Regular Clients"
6. sequence_step: 1
7. outreach_play: Check-In
8. tags: [outreach, email-template, check-in]
9. created: 2026-06-16
10. updated: 2026-09-28
11. aliases: ["First Email Success Team Check-In"]
12. ---
14. # Email: Success Team Check-In (Step 1, Full)
16. Source: the original outreach design doc, not included in this repo (see [[Source-Documents]]). Meridian's approved copy, kept as written. Used for [[Check-In-Outreach]]. Audience: [[Palladium-Partner]] / [[Platinum-Partner]] and regular [[Retail]] clients.
18. > Before emails, connect via LinkedIn (Hazel).
19. > The three resource bullets (`{{BULLET 1/2/3}}`) are generated each quarter with [[Email-1-Drafting-Prompt]], which also outputs the finished HTML below.
21. ## Template (approved copy)
23. **Subject:** What's New, Planning Ahead & Quick Check-In from Meridian Display Co.?
25. Hi {Client Name},
27. Hope you've been doing well!
29. {{Personalize the message for the industry / personal / type of product / past orders… or mention recent trends. Just wanted to check in and see how everything is going on your end.}}
31. We'd love to:
33. - Make sure everything from your previous orders is running smoothly.
34. - Quickly discuss how we can support you to strategically plan ahead, which can Save Big on your costs, energy, and achieve Better Results for your upcoming events.
35. - Share some of our newest products and resource updates of this quarter at Meridian, such as: %%Personalize this line with three bulleted links + descriptions, written using the prompt here:%% [[Email-1-Drafting-Prompt]]
36. - ```{{BULLET 1}}``` = ```"[Resource 1](PAGE LINK PLACEHOLDER): {DESCRIPTION PLACEHOLDER}"```
37. - ```{{BULLET 2}}``` = ```"[Resource 2](PAGE LINK PLACEHOLDER): {DESCRIPTION PLACEHOLDER}"```
38. - ```{{BULLET 3}}``` = ```"[Resource 3](PAGE LINK PLACEHOLDER): {DESCRIPTION PLACEHOLDER}"```
40. If you have 10–15 minutes available next week, I'd be happy to set up a quick virtual call to exchange ideas and explore opportunities together. Or you can book a time from my link [here](https://book.meridiandisplay.example/intro-call). Let me know what works for you.
42. Thank you again for being a valued Partner Client, I look forward to hearing back from you soon.
43. Virtual Stamp
44. [Every display need, covered]
46. Warm regards,
47. [Your Name]
48. Meridian Display Co.
50. ## HTML (for Bitrix)
52. Paste into the Bitrix email body. Subject goes in the subject field. `{Client Name}` is a merge field; the `{{PERSONALIZE}}` line and `{{BULLET 1/2/3}}` are filled before send (bullets via [[Email-1-Drafting-Prompt]]). The copy below carries this quarter's three bullets already filled in. The image footer points at Meridian's email asset folder; the tiles link to the same resource pages.
54. ```html
55. <!-- Subject: What's New, Planning Ahead & Quick Check-In from Meridian Display Co.? -->
56. <div>
57. <p>Hi {Client Name},</p>
58. <p>Hope you've been doing well!</p>
59. <p>{{PERSONALIZE: speak to their industry, past orders, product type, or a recent trend, then: "Just wanted to check in and see how everything is going on your end."}}</p>
60. <p><strong>We'd love to:</strong></p>
61. <ol>
62. <li style="margin-bottom:12px;">Make sure everything from your previous orders is running smoothly.</li>
63. <li style="margin-bottom:12px;">Quickly discuss how we can support you to strategically plan ahead, which can Save Big on your costs, energy, and achieve Better Results for your upcoming events.</li>
64. <li style="margin-bottom:12px;">Share some of our newest products and resource updates this quarter at Meridian, such as:
65. <ul>
66. <li style="margin-bottom:6px;"><a href="https://meridiandisplay.example/modular-booth-planner?utm_source=outreach&utm_medium=email&utm_campaign=quart_ci"><strong>Modular Booth Planner</strong></a>: Lay out your next booth online and see what it will look like before you commit to anything.
67. <ul>
68. <li style="margin-bottom:4px;">Start from a 10x10, 10x20, or 20x20 footprint, or set your own size</li>
69. <li style="margin-bottom:4px;">Add counters, lighting, and TV mounts and watch the layout update as you go</li>
70. <li style="margin-bottom:4px;">Save a plan and share it with your team before you sign off</li>
71. </ul>
72. </li>
73. <li style="margin-bottom:6px;"><a href="https://meridiandisplay.example/bulk-buy-storage?utm_source=outreach&utm_medium=email&utm_campaign=quart_ci"><strong>Bulk Buy and Storage</strong></a>: Order in volume once, keep it with us, and ship to each event or location when you need it.
74. <ul>
75. <li style="margin-bottom:4px;">Pricing that steps down as quantities go up on flags, banners, and tents</li>
76. <li style="margin-bottom:4px;">Free storage for bulk-ordered displays between shows</li>
77. <li style="margin-bottom:4px;">Multi-location fulfillment from a single order</li>
78. </ul>
79. </li>
80. <li style="margin-bottom:6px;"><a href="https://meridiandisplay.example/design-studio?utm_source=outreach&utm_medium=email&utm_campaign=quart_ci"><strong>Design Studio</strong></a>: Get print-ready artwork faster, whether you want to build it yourself or hand it to our designers.
81. <ul>
82. <li style="margin-bottom:4px;">Customizable templates with live previews</li>
83. <li style="margin-bottom:4px;">Free design revisions for Partner Program clients</li>
84. <li style="margin-bottom:4px;">A Meridian designer on hand when you want a second set of eyes</li>
85. </ul>
86. </li>
87. </ul>
88. </li>
89. </ol>
90. <p>If you have 10–15 minutes available next week, I'd be happy to set up a quick virtual call to exchange ideas and explore opportunities together. Or you can book a time from my link <a href="https://book.meridiandisplay.example/intro-call?utm_source=outreach&utm_medium=email&utm_campaign=quart_ci">here</a>. Let me know what works for you.</p>
91. <p>Thank you again for being a valued Partner Client, I look forward to hearing back from you soon.</p>
92. <table width="750" cellspacing="0" cellpadding="0" align="center" style="width:100%; max-width:750px; border-collapse:collapse; margin:0 auto;">
93. <tbody>
94. <tr>
95. <td align="center" style="padding:20px 0;">
96. <img width="750" alt="Every Display Need, Covered" src="https://meridiandisplay.example/assets/email/every-display-need-covered.png" style="display:block; width:100%; max-width:750px; height:auto; border:0;">
97. </td>
98. </tr>
99. </tbody>
100. </table>
101. <table width="750" cellspacing="0" cellpadding="0" align="center" style="width:100%; max-width:750px; border-collapse:collapse; table-layout:fixed; margin:0 auto;">
102. <tbody>
103. <tr>
104. <td align="center" width="150" style="padding:0;">
105. <a href="https://meridiandisplay.example/modular-booth-planner" target="_blank"><img width="150" alt="Trade Show Booths" src="https://meridiandisplay.example/assets/email/tile-booths.png" style="display:block; width:100%; max-width:150px; height:auto; border:0;"></a>
106. </td>
107. <td align="center" width="150" style="padding:0;">
108. <a href="https://meridiandisplay.example/bulk-buy-storage" target="_blank"><img width="150" alt="Flags, Banners & Tents in Bulk" src="https://meridiandisplay.example/assets/email/tile-bulk.png" style="display:block; width:100%; max-width:150px; height:auto; border:0;"></a>
109. </td>
110. <td align="center" width="150" style="padding:0;">
111. <a href="https://meridiandisplay.example/design-studio" target="_blank"><img width="150" alt="Design Studio" src="https://meridiandisplay.example/assets/email/tile-design.png" style="display:block; width:100%; max-width:150px; height:auto; border:0;"></a>
112. </td>
113. <td align="center" width="150" style="padding:0;">
114. <a href="https://meridiandisplay.example/case-studies/harlow-ridge" target="_blank"><img width="150" alt="Client Stories" src="https://meridiandisplay.example/assets/email/tile-stories.png" style="display:block; width:100%; max-width:150px; height:auto; border:0;"></a>
115. </td>
116. <td align="center" width="150" style="padding:0;">
117. <a href="https://book.meridiandisplay.example/intro-call" target="_blank"><img width="150" alt="Book a Call" src="https://meridiandisplay.example/assets/email/tile-book.png" style="display:block; width:100%; max-width:150px; height:auto; border:0;"></a>
118. </td>
119. </tr>
120. </tbody>
121. </table>
122. </div>
123. ```