Example · marketing
Have you ever promised clients a monthly newsletter and managed two?
Everyone agreed it mattered. It needed a quiet afternoon nobody had. So it stopped.
Is this my kind of problem?
It fits firms that keep clients close by writing to them.
- You know useful notes keep clients and bring referrals.
- The writing falls to a partner or owner with no spare hours.
- What does get written goes out once and is never used again.
When we'd say it isn't worth doing
If clients don't open your email, fix the list first. If a colleague loves writing and has the hours, let them.
Where does it go wrong?
At the blank page, before a word is written.
- Topic
- Draft
- Review
- Approved
- Sent
- Shared
- Reused
Drafting needs a clear stretch of time, so it waits. Review, then compliance, add days.
Once it's sent, nobody turns it into a post or a short email. So each piece works exactly once.
In wealth management, it's the quarterly market letter. In an accounting practice, it's the deadline reminder clients read. In an insurance agency, it's the storm-season checklist. In construction, it's the finished-job story that wins the next bid.
What would you build?
A monthly client letter.
It turns what your firm already knows into a ready draft, once a month.
What changes for whoever writes it
- A draft arrives each month in your voice, from your own material.
- Review becomes editing, not writing from scratch.
- Each letter comes with a short post and a two-line email.
- Clients hear from you when it helps them, not only at renewal.
What would it be worth to us?
What it's worth is the hours a good letter costs you.
Count the hours a partner spends writing one piece. Multiply by what an hour of theirs is worth, then by twelve.
Then count the referrals from clients who remembered you because you wrote.
One letter, three formats
- Lead piece
- What this year's contribution limits mean, 450 words
- Short items
- 2, from this month's client questions
- Reminder
- 1, on year-end deadlines
- Also drafted
- A short post, and a two-line email for clients who skip letters
Nothing is sent until your reviewer approves it.
And the detail?
How it runs, from topic to approval
Open the full steps
What it reads
Your past letters, notes and recordings, plus common client questions from your inbox. It starts on a date you pick each month.
The steps
- 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 one.
- Checks it against your house rules and compliance notes.
- Drafts the short post and the email version.
- Hands the full set to its owner for review.
Where a person signs off
The owner and your compliance reviewer edit and approve every word.
What it never does
It never sends or posts by itself. It never invents facts, quotes or client stories.
What we'd need from you
Ten past pieces you were proud of. Your compliance rules, if any. One person who approves the letter.
What else tends to come with it?
It usually travels with these.
- Clients pointed to services they don't use yet.
- New enquiries sent your best pieces.
- Finished-job stories reused in the next proposal, and clean new-client paperwork.
You become the firm whose letters clients open and keep.
Clients hear from you every month, and nobody gives up an afternoon to make it happen.
Yours won't look exactly like this. A first conversation is where we work out what it should look like.
Can we talk it through?
Yes. Start with a first conversation.
It's free, takes about an hour and needs no access.
A person writes back, usually within one working day.