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Matt Guerra
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Email-Success-CheckIn-2-Followup.md

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02-Outreach/Email-Templates/Email-Success-CheckIn-2-Followup.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: 2
  7. outreach_play: Check-In
  8. tags: [outreach, email-template, check-in, follow-up]
  9. created: 2026-06-16
  10. updated: 2026-09-28
  11. aliases: ["Second Email Check-In"]
  12. ---
  14. # Email: Check-In Follow-Up (Step 2)
  16. Source: the original outreach design doc, not included in this repo (see [[Source-Documents]]). Meridian's approved copy, kept as written. Follow-up to [[Email-Success-CheckIn-1-Full]] / [[Email-Success-CheckIn-1-Short]]. Used for [[Check-In-Outreach]].
  18. ## Template (approved copy)
  20. **Subject:** Quick follow-up on planning ahead
  22. Worth a quick look before your next order?
  24. Hi [Client Name],
  26. Just wanted to follow up in case my last email got missed or things have been busy on your end.
  28. At this stage, many teams we work with start looking ahead at upcoming projects, events, or larger orders, and this is usually where planning earlier makes the biggest difference.
  30. By aligning things in advance, partners are able to reduce costs, avoid last-minute rush orders, and simplify how displays are handled across locations. Some have trimmed their yearly display spend noticeably just by planning their orders in bulk.
  32. Here’s a quick example that may be relevant:
  33. https://meridiandisplay.example/case-studies/harlow-ridge
  35. And a few updates that might be useful depending on what you have coming up:
  37. - New modular booth systems for more flexibility
  38. - Expanded quantity discounts on high-volume items
  39. - New tools to simplify design and ordering
  41. If this is something you’re currently working through, I’d be happy to connect briefly and explore where we might be able to support.
  43. You can book a time here: [link]
  45. If now is not the right time, feel free to let me know when planning typically starts on your end and I can follow up closer to that window.
  47. Warm regards,
  48. [Your Name]
  50. ## HTML (for Bitrix)
  52. Paste into the Bitrix email body. Subject goes in the subject field; the preview line sits in the hidden preheader. `{Client Name}` is a merge field. `{{CALLBACK}}` (the light, per-recipient callback to their first-email signal) and `{{BULLET 1/2/3}}` (this quarter's three short resource teasers) are filled before send using [[Email-2-Drafting-Prompt]]. The three `{{BULLET}}` slots replace the three generic bullets in the approved copy above. `[Your Name]` stays for the sender to fill.
  54. ```html
  55. <!-- Subject: Quick follow-up on planning ahead -->
  56. <div>
  57. <span style="display:none; max-height:0; overflow:hidden; mso-hide:all;">Worth a quick look before your next order?</span>
  58. <p>Hi {Client Name},</p>
  59. <p>{{CALLBACK}}</p>
  60. <p>At this stage, many teams we work with start looking ahead at upcoming projects, events, or larger orders, and this is usually where planning earlier makes the biggest difference.</p>
  61. <p>By aligning things in advance, partners are able to reduce costs, avoid last-minute rush orders, and simplify how displays are handled across locations. Some have trimmed their yearly display spend noticeably just by planning their orders in bulk.</p>
  62. <p>Here's a quick example that may be relevant: <a href="https://meridiandisplay.example/case-studies/harlow-ridge?utm_source=outreach&amp;utm_medium=email&amp;utm_campaign=quart_ci2">the Harlow Ridge Homes case study</a>.</p>
  63. <p>And a few updates that might be useful depending on what you have coming up:</p>
  64. <ul>
  65. <li style="margin-bottom:6px;">{{BULLET 1}}</li>
  66. <li style="margin-bottom:6px;">{{BULLET 2}}</li>
  67. <li style="margin-bottom:6px;">{{BULLET 3}}</li>
  68. </ul>
  69. <p>If this is something you're currently working through, I'd be happy to connect briefly and explore where we might be able to support. You can book a time <a href="https://book.meridiandisplay.example/intro-call?utm_source=outreach&amp;utm_medium=email&amp;utm_campaign=quart_ci2">here</a>.</p>
  70. <p>If now is not the right time, feel free to let me know when planning typically starts on your end and I can follow up closer to that window.</p>
  71. <p>Warm regards,<br>[Your Name]<br>Meridian Display Co.</p>
  72. </div>
  73. ```