Use case · marketing
Have you ever promised clients a monthly letter and managed two a year?
Everyone agreed it mattered. Writing it needed a free afternoon, and there never was one.
Is it for you?
- You know a useful note to clients keeps them and brings referrals.
- Writing falls to a partner or owner with no spare hours.
- Whatever does get written is sent once and never reused.
When it isn't worth it
If clients don't open your email, fix the list first. If someone on staff loves writing and has the time, let them do it.
Where the letter gets stuck
- Topic
- Draft
- Review
- Approval
- Sent
- Shared
- Reused
Drafting needs unbroken hours, so it waits. Review adds days, and compliance review adds more.
Once it's sent, nobody turns it into a post or a short client email. Each piece works once and is forgotten.
For a wealth manager, it's the quarterly market letter. For an accountant, it's the deadline reminder clients actually read. For an insurance agency, it's the storm-season checklist. For a builder, it's the finished-project story that wins the next job.
What we'd build: a monthly client letter
Each month it turns what your firm already knows into a draft you can edit.
What changes
- A draft arrives each month in your voice, built from your own material.
- Review becomes editing, not writing.
- Each letter comes with a short post and a two-line email version.
- Clients hear from you when it helps them, not only at renewal.
What it's worth
Count the hours a partner spends writing one piece. Multiply by what their hour is worth, then by twelve.
Then think about the referrals that came from clients who remembered you.
Draft ready · October
This month's client letter
- Lead piece
- What this year's contribution limits mean, about 450 words
- Short items
- 2, from this month's client questions
- Reminder
- Year-end deadlines
- Also drafted
- A short post, and a two-line email for clients who skip letters
How it runs, from start to finish
Show all the steps
What it reads
Your past letters, notes and recordings. Common client questions from your inbox. Your email tool. We confirm each source with you first.
Step by step
- Gathers this month's client questions and firm news.
- Suggests three topics, each with a reason.
- Drafts the letter in your voice once you choose.
- Checks it against your house style and compliance notes.
- Drafts a short post and an email version.
- Sends the set to its owner for review.
Where a person signs off
Your owner and compliance reviewer edit and approve every word.
What it never does
It never sends or posts on its own. It never makes up facts, quotes or client stories.
What we'd need from you
Ten past pieces you were proud of. Your compliance rules, if you have them. One person who approves each letter.
Goes well with
- Notes that tell clients about services they don't use yet.
- Quick replies to new enquiries, with your best pieces attached.
- Finished-project stories that go into the next bid.
You become the firm clients actually read.
Clients hear from you every month, and nobody gives up an afternoon for it.
Yours won't match this exactly. The first conversation is where we work out what fits.
Want to go through yours?
A first conversation with one of our co-founders is free. It lasts about an hour and needs no access.
A person replies, normally the same or next working day.