Subject: I’m working on your account

[first-name] – I saw you just created a trial [your-business-name] account. I’d like to help you customize it to your needs.

1) What brought you to [your-business-name]? (Helps me customize your account)

2) How many users/employees do you want to see in [your-business-name]? (Helps me give you custom pricing estimates)

3) What’s the best way to work with you? Phone? Email? Chat? (I know you’re busy, and I want to be respectful.)

If you’d like questions answered immediately, feel free to call me at [number removed].

Warm regards,

[your-name]

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