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BROKER TOOLKIT

Emails

Use these marketing templates to communicate with your database. Email marketing is a great way to stay top of mind and continue to keep in touch with existing clients.

While we recommend using Mailchimp for the best experience, you can also download a PDF containing the email copy.

Cashflow

3 Signs Your Business Needs A Cash Flow Facility
Send this email to your database to uncover any cash flow opportunities. This email lists 3 signs that your clients could benefit from speaking to you about a cash flow facility.

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Prioritising Cash Flow Management In 2022
Send this email to your database to remind them of the importance of cash flow management in times like these. This email outlines the benefits of having sufficient cash flow.

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Equipment Finance

Is Your Equipment Due For An Upgrade?
Speak to your clients about the finance options they have if they're looking to upgrade equipment. This template also highlights a couple of benefits to upgrading.

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General

Business Finance Health Check
This is a good template to use to reconnect with clients you helped again. Encourage them to reach out to speak about their finances and how you can help improve their situation.

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Emails

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