.svg){kind=small}
Past Client Check-In (CA)
Download Template
Get Template
.svg)
How to Execute
Video Walkthrough
Introduction
In times of uncertainty, your past clients aren’t just looking for market updates—they’re looking for reassurance. The recent news around U.S./Canada tariffs and economic shifts has left many wondering what it all means for them.
This is a great moment to check in, not to sell, but to show you’re there as a trusted resource. A simple, open-ended question like “How are you feeling about the market right now?” invites conversation and reminds them you’re paying attention—so they don’t have to navigate it alone.
Here’s how to reach out in a way that feels natural and valuable.
.svg)
.svg)
.svg)
Examples
How to Execute
Past Client Check-In (CA)
Introduction
In times of uncertainty, your past clients aren’t just looking for market updates—they’re looking for reassurance. The recent news around U.S./Canada tariffs and economic shifts has left many wondering what it all means for them.
This is a great moment to check in, not to sell, but to show you’re there as a trusted resource. A simple, open-ended question like “How are you feeling about the market right now?” invites conversation and reminds them you’re paying attention—so they don’t have to navigate it alone.
Here’s how to reach out in a way that feels natural and valuable.
How to Execute
Copy the message content and send it via SMS or DM.
%201.svg){kind=icon}
Sending Your Message via Mass SMS or DM Tool
Send
- Log In to Your Mass Messaging Tool: Open your mass SMS or DM platform and log in to your account. (or simply use your phone)
- Select or Upload Recipients: Choose your audience (contacts/followers) or selecting recipients within the tool.
- Compose the Message: Paste the copied message content into the message field.
- Review and Send: Double-check the message for accuracy, then hit "Send" to distribute to all selected recipients.
Record the Video
.svg)
Post Your Video
.svg){kind=small}
Video Walkthrough
Examples