Unlock Opportunities: Email Templates to Help You Engage Business Owner Clients

A collection of email templates to reference and use in your marketing efforts.

RISR empowers you to deliver insightful and impactful advice to business owners, fostering meaningful relationships that drive growth and success.

Exceptional advice begins by engaging clients on topics they care most about.

The email templates below help you:

Connect with business owners
Raise awareness about the value of your services
Guide owners toward personalized consultations

How to Use the Templates

Personalize Each Message: Adapt the templates to reflect your individual style, your firm’s branding, and your audience's unique needs.
Emphasize Your Relevance: Highlight how your expertise and new business insights capabilities address the specific challenges and goals your business owner clients care about.
Be Consistent: Regular communication builds credibility and ensures you remain top-of-mind as a trusted advisor.

Email Template #1: Introduction to Business Insights

Goal: Introduce your services and spark curiosity about the value of their business.

Subject: How Much is Your Business Really Worth? Let's Find Out!

Hi {name},

You have worked hard to build your business. We are here to help you optimize and protect that value so you can achieve your life goals.

We provide business insights services that make it easy to:

Estimate your current business value
Estimate the valuation needed to accomplish your goals
Identify growth opportunities to reach your goal valuation
Identify key business risks and mitigation strategies

Let me know if you are interested in starting with a business insights consultation!

Thank you,

{Signature}

📎 Attach: Business Insights Services Overview (found here).

Email Template #2: Protecting Your Business from Risks

Goal: Discuss the importance of risk management, emphasizing that business owners often overlook certain key risks. Showcase how your service helps business owners identify and mitigate these risks.

Subject: Is Your Business at Risk? Discover Key Risk Mitigation Strategies

Hi {name},

The daily buzz of operating your business can get in the way of identifying and mitigating risks that impact your business value.

We’re here to help you uncover these hidden business risks across:

Customer concentration
Revenue stability
Vendor reliance
Owner and key employee dependency
Financial practices
Balance Sheet-related risks

I’ve attached an example risk assessment we recently ran for another business owner and the next steps they are working on to mitigate each one.

Are you also interested in a risk assessment for {Business Name}?

Thank you,

{Signature}

📎 Attach: Risk Assessment page from a sample report

Email Template #3: Aligning Business Goals with Personal Goals

Goal: Help business owners grasp the connection between business value and personal financial planning. Discuss what the business needs to be worth to achieve retirement.

Subject: Does Your Business Support Your Life Goals?

Hi {name},

As a business owner, you've likely set personal financial goals for your future retirement and family legacy. But is your business structured to help you reach these goals?

With our business insights, we’ll help you assess the alignment between your business’s growth and your personal financial objectives. Our services focus on:

Estimating the valuation needed to meet retirement or estate goals
Planning for succession and exit strategies
Aligning business performance with personal financial ambitions

This approach ensures that the time and energy you invest in your business directly contribute to your life goals. Let’s chat about how we can support your vision.

Thank you,
{Signature}

📎 Attach: Dream Value page from a sample report

Email Template #4: Building a Stronger Partnership for Business Success

Goal: Highlight the importance of a collaborative partnership between you and the business owner. Emphasize your role providing insights that help the business owner grow their business, manage risks, and align business success with personal goals.

Subject: Building a Path to Business Success Together

Hi {name},

Running a business can be a complex journey, and having the right support makes all the difference. As your advisor, I’m here to help.

Together, we can:

Uncover Growth Opportunities: Let’s explore areas where your business can thrive and grow, tailored specifically to your industry and unique strengths.
Mitigate Key Risks: By identifying potential risks early, we can safeguard the future of your business and prevent unnecessary setbacks.
Align Business Success with Personal Goals: Your business should be a tool that helps you achieve your life goals. We’ll work together to ensure its growth supports your vision.

Building a successful business is a partnership, and I’m here to provide the insights and guidance you need. Ready to take the next steps together?

Thank you,
{Signature}

📎 Attach: Summary Page from a sample report

We are here to help you engage business owners

Should you have any feedback or require additional resources, we encourage you to reach out to help@risr.com. RISR is committed to supporting you every step of the way as you grow your practice and deliver exceptional value to your clients.