Annual Review Reminder Email for Financial Services

# Annual Review Reminder Email - Financial Services

## Purpose
Automate 30 days before a client anniversary or annual review date to drive retention and upsell opportunities.

## When to Use
A timely reminder email prompting clients to schedule their annual review, service check, or strategy session.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your financial services business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (HubSpot or ActiveCampaign)

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Subject: Time for your annual review - let us make sure everything is on track

Hi [Client Name],

It has been [twelve months / a year] since our last [review/strategy session/service check], and it is time to schedule your annual review.

A lot can change in a year, both in your business and in the broader market. This review is a valuable opportunity to:

- **Assess performance:** Review results from the past 12 months against your goals
- **Identify opportunities:** Explore areas where we can improve or expand what we are doing
- **Update your plan:** Adjust your strategy based on current priorities and any new challenges
- **Ensure compliance:** Confirm that everything remains current and compliant with [relevant regulations/standards]

**What to bring or prepare:**
- Any changes to your business circumstances or goals
- Questions or concerns you have been thinking about
- [Industry-specific item, e.g. "Updated financial statements" or "Current insurance certificates"]

The review typically takes [Duration, e.g. "45 minutes to one hour"] and can be conducted [in person at our office / via video call / at your premises].

Please book a time that suits you here: [Booking Link]

Alternatively, reply to this email or call us on [Phone Number] and we will arrange a suitable time.

We look forward to catching up and ensuring everything is working well for you.

Warm regards,

[Your Name]
[Your Title]
[Company Name]
[Phone Number]

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**Complexity:** simple | **Setup time:** 5 minutes | **Tools:** HubSpot, ActiveCampaign, Zapier

Note: This template has been tailored for financial services businesses in Australia. Adjust terminology and compliance references to match your specific context.