Re-engagement Email Template for Financial Services

# Re-engagement Email Template - Financial Services

## Purpose
Target clients inactive for 90+ days to win back lapsed business and clean up your contact database.

## When to Use
A compelling re-engagement email for dormant clients or cold leads, offering a reason to reconnect with a special incentive or update.

## 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 (ActiveCampaign or Mailchimp)

---

Subject: It has been a while - here is what is new at [Company Name]

Hi [Client Name],

I noticed it has been a few months since we last connected, and I wanted to reach out personally. We have been busy improving our services, and I thought you might be interested in what has changed.

**What is new since we last spoke:**
- [New Service/Feature 1, e.g. "We have launched automated reporting that saves clients 5+ hours per week"]
- [New Service/Feature 2, e.g. "Our team has grown, meaning faster turnaround on all projects"]
- [New Service/Feature 3, e.g. "We have partnered with [Tool Name] to offer integrated solutions"]

I also wanted to check in on how things are going with your business. When we last worked together on [Previous Project/Service], you mentioned [Previous Goal or Challenge]. I would love to hear how that has progressed.

If you are open to reconnecting, I would be happy to offer you a complimentary [Offer, e.g. "30-minute strategy session" or "process audit"] to explore whether there are new opportunities where we can help.

You can book a time here: [Booking Link]

If the timing is not right, no worries at all. And if you would prefer not to receive future emails from us, simply let me know and I will update your preferences immediately.

Looking forward to hearing from you.

Warm regards,

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

---

**Complexity:** intermediate | **Setup time:** 10 minutes | **Tools:** ActiveCampaign, Mailchimp, HubSpot

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