Email template - Client invitation 'Easier sharing'

Use this email template to tell your clients about FreeAgent and direct them to your practice’s dedicated sign-up page.

Email Subject

Action required: how to share your numbers with us

Email Preview Text

We’re offering access to a handy business tool that makes sharing your numbers with us as simple as tapping a few buttons on your smartphone.

Email Body

Dear [first name],

We know that sharing your numbers with us regularly can feel like an extra task you could do without - but there’s a good reason why we ask you to do this.

Having access to your most up-to-date figures means we can give you the right advice at the right time, and ultimately help you make the best decisions for your business.

To make this easier for you we’re providing access to FreeAgent, a business app that makes sharing your numbers with us as simple as using your smartphone.

We think FreeAgent is a great tool for us to use together so we’re offering it to you at no extra cost.

Find out more and get started here: ________________ [paste in the URL to your campaign page].

Yours sincerely,

[ _____ ]