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Matt Guerra
  1. 01AI & Automation
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  3. 03Design
  4. 04About
  5. 05Notes
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mattrguerra/meridian-outreach-vaultmainPrivate on GitHub, published here in full

Email-Success-CheckIn-1-Short.md

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02-Outreach/Email-Templates/Email-Success-CheckIn-1-Short.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. variant: short
  8. outreach_play: Check-In
  9. tags: [outreach, email-template, check-in]
  10. created: 2026-06-16
  11. updated: 2026-09-28
  12. aliases: ["Success Team Check-In Shorter Version"]
  13. ---
  15. # Email: Success Team Check-In (Step 1, Shorter Version)
  17. Source: the original outreach design doc, not included in this repo (see [[Source-Documents]]). Meridian's approved copy, kept as written. Shorter variant of [[Email-Success-CheckIn-1-Full]]. Used for [[Check-In-Outreach]].
  19. ## Template (approved copy)
  21. **Subject:** Planning ahead + reducing costs on your next projects
  23. Hi [Client Name], hope you’ve been doing well!
  25. Hope things have been going well on your end.
  27. I wanted to connect around a few things that might be helpful as you look ahead to upcoming projects, events, or rollouts:
  29. - Making sure everything from your previous orders is running smoothly and supporting your goals
  30. - Planning ahead to help reduce costs, avoid rush orders, and simplify execution
  31. - Sharing a few new products and resources that may be relevant for what you have coming up
  33. If it makes sense, I’d be happy to connect for a quick 10–15 minute call to exchange ideas and see how we can support you.
  35. You can book a time here: [link]
  36. Or feel free to reach out anytime.
  38. Thank you again for being a valued partner, I look forward to working with you again.
  40. Warm regards,
  41. [Your Name]
  43. ## HTML (for Bitrix)
  45. Paste into the Bitrix email body. Subject goes in the subject field. `{Client Name}` is a merge field. No marketing image grid on the short version, by design.
  47. ```html
  48. <!-- Subject: Planning ahead + reducing costs on your next projects -->
  49. <div>
  50. <p>Hi {Client Name}, hope you've been doing well!</p>
  51. <p>Hope things have been going well on your end.</p>
  52. <p>I wanted to connect around a few things that might be helpful as you look ahead to upcoming projects, events, or rollouts:</p>
  53. <ul>
  54. <li style="margin-bottom:12px;">Making sure everything from your previous orders is running smoothly and supporting your goals</li>
  55. <li style="margin-bottom:12px;">Planning ahead to help reduce costs, avoid rush orders, and simplify execution</li>
  56. <li style="margin-bottom:12px;">Sharing a few new products and resources that may be relevant for what you have coming up</li>
  57. </ul>
  58. <p>If it makes sense, I'd be happy to connect for a quick 10–15 minute call to exchange ideas and see how we can support you.</p>
  59. <p>You can book a time <a href="https://book.meridiandisplay.example/intro-call">here</a>, or feel free to reach out anytime.</p>
  60. <p>Thank you again for being a valued partner, I look forward to working with you again.</p>
  61. <p>Warm regards,<br>[Your Name]<br>Meridian Display Co.</p>
  62. </div>
  63. ```