retainer_check_in_email
Generates a monthly retainer check-in email that summarizes completed work, previews upcoming tasks, and invites clients to share new needs, creating natural upsell moments.
Instructions
Write a monthly check-in email to a retainer client. Summarises what was covered during the period, previews upcoming work, and opens the door to new needs — the natural upsell moment in an ongoing relationship. Keeps retainer relationships active without feeling like a report. Required: client_name, period (e.g. 'May', 'last month', 'Q2'). Optional: work_summary (1-2 lines of what you covered this period — omit to keep it brief and open), upcoming_work (what's planned next period — omit if not yet set), new_needs_question (a specific question to surface unmet needs, e.g. 'Are there any new campaigns or projects on your radar for next quarter?' — defaults to a general open-ended check), your_name. Workflow: retainer_proposal (close the deal) → project_kickoff_email (start) → retainer_check_in_email (monthly) → contract_renewal_email (renew). Does not count against your monthly draft limit.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client_name | Yes | Client's first name or full name | |
| period | Yes | The period this check-in covers (e.g. 'May', 'last month', 'Q2', 'the past few weeks') | |
| work_summary | No | Optional: 1-2 line summary of what you covered or delivered this period (e.g. 'three blog posts, one email campaign, and the landing page revisions'). Omit to keep the check-in short and relationship-focused. | |
| upcoming_work | No | Optional: what you have planned or tentatively scheduled for the coming period (e.g. 'the product launch email sequence', 'two more posts and the monthly newsletter'). Omit if nothing is confirmed yet. | |
| new_needs_question | No | Optional: a specific question to surface any new work or unmet needs (e.g. 'Are there any new campaigns or projects on your radar for next quarter?', 'Is there anything you'd like to prioritise differently going forward?'). Defaults to a general open-ended check if omitted. | |
| your_name | No | Your name for the sign-off |