From service provider to trusted advisor.
Clients hire you once a year and forget you in between. A thoughtful newsletter and well-timed reminders turn a once-a-year transaction into a relationship, and relationships send referrals.
MONTHLY INSIGHT
3 deductions owners miss
Home office, vehicle mileage and retirement contributions. A five-minute read that could save you thousands.
5 min
read
3
deductions
Q4
act before
Whitford Accounting · 214 Main Street
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What we fix for professional services
The problem
Clients only call at deadlines.
What we do
Deadline reminders and checklists that bring work in early.
The problem
Expertise is invisible.
What we do
A monthly insight newsletter written in your voice.
The problem
Cross-selling feels awkward.
What we do
Educational emails introducing your other services naturally.
Your automated email program
These run on their own once they're live, each triggered by what your customer does. We write, design and test every one.
| Sent | Subject line | |
|---|---|---|
| Client onboardingNew engagement | New engagement | “What to expect working with us” |
| Deadline reminder45 days before a filing deadline | 45 days before a filing deadline | “Your Q3 estimated taxes are due soon” |
| Monthly insightFirst Tuesday of the month | First Tuesday of the month | “Three deductions small business owners miss” |
| Annual reviewEngagement anniversary | Engagement anniversary | “Let's plan next year together” |
| Referral thank-youWhen a referral signs | When a referral signs | “Thank you for the introduction” |
Email marketing for professional services: common questions
What emails should professional services send to get repeat customers?
Start with automated emails that send themselves at the right moment: client onboarding (new engagement), deadline reminder (45 days before a filing deadline), monthly insight (first tuesday of the month), annual review (engagement anniversary) and referral thank-you (when a referral signs). Add a monthly campaign for news, seasonal offers and events, and you have a complete repeat-customer program.
How does email marketing bring more professional services customers back?
Deadline reminders and checklists that bring work in early. A monthly insight newsletter written in your voice. Educational emails introducing your other services naturally.
How much does done-for-you email marketing cost for professional services?
Plans start at $497 a month and include strategy, a custom email template in your brand, copywriting, setup and monthly reporting. There's no long-term contract.
How long does it take to get started?
Most businesses have their first automated emails live within two to three weeks of the strategy call. After launch, you spend about 15 minutes a month approving upcoming emails.
Let's bring your customers back
Tell us about your business. We'll send a plan for the first five emails we'd build for professional services, plus a sample designed in your brand.
- A 30-minute call about your business and customers
- The first five emails we'd build for you
- A sample email designed in your brand, free
Prefer email? Write to hello@getrepeatcustomers.co
