annual_review_email
Write an end-of-year review email for long-term clients. Summarize deliverables, highlight results, and suggest next steps to open renewal discussions.
Instructions
Write an end-of-year (or end-of-engagement-period) review email to a long-term client — what was delivered, the standout result, a reflection on the working relationship, and a forward-looking suggestion for the next period. Positions you as a strategic partner rather than a transactional vendor. Naturally opens the conversation for renewal or expansion without hard-selling. Does not count against your monthly draft limit.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client_name | Yes | The client's first name | |
| engagement_duration | Yes | How long you have worked together (e.g. 'this past year', '12 months', 'the past two years') | |
| key_deliverables | Yes | The main things you delivered over the period — comma-separated (e.g. 'monthly blog content, SEO audit, landing page rewrites, email sequences') | |
| highlight | Yes | The single biggest win, result, or moment worth calling out (e.g. 'the homepage rewrite that cut bounce rate by 30%', 'launching the new product line on time and under budget', 'the campaign that generated 40 qualified leads in the first month') | |
| next_suggestion | Yes | What you're suggesting for the next period — can be a renewal, an expansion, or simply an invitation to discuss (e.g. 'continue at the same scope', 'add quarterly strategy sessions', 'expand into email marketing', 'a quick call to map out next year') | |
| your_name | No | Optional: your name for the sign-off |