Account Review Meeting – Let's Connect
Proactive account review invitation.
Preview
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</style></head><body style="background-color:rgb(250,245,255);margin:0"><!--$--><!--html--><div style="display:none;overflow:hidden;line-height:1px;opacity:0;max-height:0;max-width:0" data-skip-in-text="true">Your Q2 2026 account review is ready to schedule — connect with your dedicated account manager today.<div> </div></div><!--head--><!--body--><table border="0" width="100%" cellPadding="0" cellSpacing="0" role="presentation" align="center"><tbody><tr><td style="background-color:rgb(250,245,255);margin:0rem;padding:0rem;font-family:ui-sans-serif,system-ui,sans-serif,"Apple Color Emoji","Segoe UI Emoji","Segoe UI Symbol","Noto Color Emoji""><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:rgb(89,22,139);padding-right:0rem;padding-left:0rem;padding-bottom:0rem;padding-top:0rem"><tbody><tr><td><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:600px;margin-right:auto;margin-left:auto;padding-right:1.5rem;padding-left:1.5rem;padding-bottom:1rem;padding-top:1rem"><tbody><tr style="width:100%"><td><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:50%"><img alt="EmailBits company logo" height="32" src="/static/company-logo.png" style="display:block;outline:none;border:none;text-decoration:none" width="120"/></td><td data-id="__react-email-column" style="width:50%;text-align:right"><p style="font-size:0.75rem;line-height:1.3333333333333333;color:rgb(218,178,255);margin:0rem;text-align:right;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">Q2 2026 Account Review</p></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:rgb(110,17,176);padding-right:0rem;padding-left:0rem;padding-bottom:0rem;padding-top:0rem"><tbody><tr><td><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:600px;margin-right:auto;margin-left:auto;padding-right:0rem;padding-left:0rem"><tbody><tr style="width:100%"><td><img alt="Professional team collaborating around a conference table in a modern office" height="280" src="/static/images/library/business-team-meeting.png" style="display:block;outline:none;border:none;text-decoration:none;width:100%;object-fit:cover" width="600"/></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:rgb(110,17,176);padding-right:0rem;padding-left:0rem;padding-bottom:0rem;padding-top:0rem"><tbody><tr><td><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:600px;margin-right:auto;margin-left:auto;padding-right:2rem;padding-left:2rem;padding-bottom:2.5rem;padding-top:2.5rem"><tbody><tr style="width:100%"><td><h1 style="color:rgb(255,255,255);font-size:1.875rem;line-height:1.25;font-weight:700;margin:0rem;margin-bottom:0.75rem">Your Quarterly Account Review is Ready to Schedule</h1><p style="font-size:1rem;line-height:1.625;color:rgb(233,212,255);margin:0rem;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">A dedicated session with your account manager to review your progress, align on upcoming priorities, and make sure you are getting the most out of your plan.</p></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:rgb(250,245,255);padding-right:0rem;padding-left:0rem;padding-bottom:0rem;padding-top:0rem"><tbody><tr><td><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:600px;margin-right:auto;margin-left:auto;padding-right:1.5rem;padding-left:1.5rem;padding-bottom:2.5rem;padding-top:2.5rem"><tbody><tr style="width:100%"><td><p style="font-size:1rem;line-height:1.625;color:rgb(54,65,83);margin:0rem;margin-bottom:1.5rem;margin-top:0rem;margin-left:0rem;margin-right:0rem">Hi Sarah, your account manager <strong>James Whitfield</strong> has set aside dedicated time this quarter to connect with you one-on-one. This review is designed to give you a clear picture of where things stand and where they are headed.</p><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-bottom:1.5rem"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:50%;padding-right:0.75rem"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:rgb(255,255,255);border-radius:0.5rem;border-style:solid;border-width:1px;border-color:rgb(243,232,255);padding-right:1.25rem;padding-left:1.25rem;padding-bottom:1.25rem;padding-top:1.25rem;margin:0rem"><tbody><tr><td><img alt="Analytics dashboard showing usage metrics and charts" height="120" src="/static/images/library/business-data-dashboard.png" style="display:block;outline:none;border:none;text-decoration:none;width:100%;border-radius:0.25rem;margin-bottom:1rem;object-fit:cover" width="240"/><h3 style="color:rgb(89,22,139);font-size:0.875rem;line-height:1.4285714285714286;font-weight:700;margin:0rem;margin-bottom:0.5rem;text-transform:uppercase;letter-spacing:0.025em">Usage Review</h3><p style="font-size:0.875rem;line-height:1.625;color:rgb(74,85,101);margin:0rem;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">Walk through your platform activity, feature adoption rates, and team engagement metrics from the past quarter. Identify what is working and where there is room to improve.</p></td></tr></tbody></table></td><td data-id="__react-email-column" style="width:50%;padding-left:0.75rem"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:rgb(255,255,255);border-radius:0.5rem;border-style:solid;border-width:1px;border-color:rgb(243,232,255);padding-right:1.25rem;padding-left:1.25rem;padding-bottom:1.25rem;padding-top:1.25rem;margin:0rem"><tbody><tr><td><img alt="Financial planner reviewing pricing charts at a professional desk" height="120" src="/static/images/library/finance-planning-desk.png" style="display:block;outline:none;border:none;text-decoration:none;width:100%;border-radius:0.25rem;margin-bottom:1rem;object-fit:cover" width="240"/><h3 style="color:rgb(89,22,139);font-size:0.875rem;line-height:1.4285714285714286;font-weight:700;margin:0rem;margin-bottom:0.5rem;text-transform:uppercase;letter-spacing:0.025em">Pricing and Plan Fit</h3><p style="font-size:0.875rem;line-height:1.625;color:rgb(74,85,101);margin:0rem;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">Review your current plan against your actual usage patterns. James will walk you through available options and whether any adjustments would better serve your team's needs.</p></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:rgb(243,232,255);border-radius:0.5rem;padding-right:1.5rem;padding-left:1.5rem;padding-bottom:1.5rem;padding-top:1.5rem;margin-bottom:1.5rem"><tbody><tr><td><h2 style="color:rgb(89,22,139);font-size:1.125rem;line-height:1.5555555555555556;font-weight:700;margin:0rem;margin-bottom:0.75rem">Planning for the Months Ahead</h2><p style="font-size:0.875rem;line-height:1.625;color:rgb(54,65,83);margin:0rem;margin-bottom:0.75rem;margin-top:0rem;margin-left:0rem;margin-right:0rem">Beyond reviewing what has already happened, this call is an opportunity to get ahead of what is coming. Whether your team is planning to scale, launch new campaigns, or explore features you have not yet used, James can help you map out a practical path forward.</p><p style="font-size:0.875rem;line-height:1.625;color:rgb(54,65,83);margin:0rem;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">Come prepared with any questions about integrations, user permissions, reporting, or anything else on your roadmap. The more context you share, the more useful the session will be.</p></td></tr></tbody></table><h2 style="color:rgb(89,22,139);font-size:1.125rem;line-height:1.5555555555555556;font-weight:700;margin:0rem;margin-bottom:1rem">What to Expect in Your Review Session</h2><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-bottom:0.5rem"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:28px;vertical-align:top"><p style="font-size:0.875rem;line-height:1.4285714285714286;color:rgb(130,0,219);font-weight:700;margin:0rem;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">01</p></td><td data-id="__react-email-column"><p style="font-size:0.875rem;line-height:1.625;color:rgb(54,65,83);margin:0rem;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem"><strong>Account summary</strong> — A concise overview of your account health, active users, and feature utilization over Q2 2026.</p></td></tr></tbody></table><hr style="width:100%;border:none;border-top:1px solid #eaeaea;border-color:rgb(243,232,255);margin-bottom:0.75rem;margin-top:0.75rem"/><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-bottom:0.5rem"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:28px;vertical-align:top"><p style="font-size:0.875rem;line-height:1.4285714285714286;color:rgb(130,0,219);font-weight:700;margin:0rem;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">02</p></td><td data-id="__react-email-column"><p style="font-size:0.875rem;line-height:1.625;color:rgb(54,65,83);margin:0rem;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem"><strong>Pricing walkthrough</strong> — An honest conversation about your current plan and whether it remains the right fit.</p></td></tr></tbody></table><hr style="width:100%;border:none;border-top:1px solid #eaeaea;border-color:rgb(243,232,255);margin-bottom:0.75rem;margin-top:0.75rem"/><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-bottom:1.5rem"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:28px;vertical-align:top"><p style="font-size:0.875rem;line-height:1.4285714285714286;color:rgb(130,0,219);font-weight:700;margin:0rem;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">03</p></td><td data-id="__react-email-column"><p style="font-size:0.875rem;line-height:1.625;color:rgb(54,65,83);margin:0rem;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem"><strong>Forward planning</strong> — Aligning on your team's upcoming needs and identifying the next steps we can support together.</p></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:rgb(110,17,176);border-radius:0.5rem;padding-right:1.5rem;padding-left:1.5rem;padding-bottom:2rem;padding-top:2rem;text-align:center"><tbody><tr><td><h2 style="color:rgb(255,255,255);font-size:1.25rem;line-height:1.4;font-weight:700;margin:0rem;margin-bottom:0.75rem">Ready to Connect with James?</h2><p style="font-size:0.875rem;line-height:1.625;color:rgb(233,212,255);margin:0rem;margin-bottom:1.5rem;margin-top:0rem;margin-left:0rem;margin-right:0rem">Sessions are 30 minutes and available Monday through Friday. Select a time that works for your schedule and receive a calendar invite instantly.</p><a href="https://emailbits.com/schedule-meeting" style="line-height:1.4285714285714286;text-decoration:none;display:inline-block;max-width:100%;mso-padding-alt:0px;background-color:rgb(255,255,255);color:rgb(89,22,139);font-weight:700;font-size:0.875rem;padding-right:32px;padding-left:32px;padding-bottom:16px;padding-top:16px;border-radius:0.5rem;text-decoration-line:none" target="_blank"><span><!--[if mso]><i style="mso-font-width:400%;mso-text-raise:24" hidden>    </i><![endif]--></span><span style="max-width:100%;display:inline-block;line-height:120%;mso-padding-alt:0px;mso-text-raise:12px">Schedule Meeting</span><span><!--[if mso]><i style="mso-font-width:400%" hidden>    ​</i><![endif]--></span></a><p style="font-size:0.75rem;line-height:1.3333333333333333;color:rgb(218,178,255);margin:0rem;margin-top:1rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">Prefer email? Reply directly to this message and James will follow up within one business day.</p></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:rgb(255,255,255);border-top-style:solid;border-top-width:1px;border-color:rgb(243,232,255);padding-right:0rem;padding-left:0rem;padding-bottom:0rem;padding-top:0rem"><tbody><tr><td><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:600px;margin-right:auto;margin-left:auto;padding-right:1.5rem;padding-left:1.5rem;padding-bottom:2rem;padding-top:2rem"><tbody><tr style="width:100%"><td><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:72px;vertical-align:top"><img alt="James Whitfield, Account Manager" height="56" src="/static/people/person-headshot3.png" style="display:block;outline:none;border:none;text-decoration:none;border-radius:9999px" width="56"/></td><td data-id="__react-email-column" style="vertical-align:top"><p style="font-size:0.875rem;line-height:1.4285714285714286;color:rgb(89,22,139);font-weight:700;margin:0rem;margin-bottom:0.25rem;margin-top:0rem;margin-left:0rem;margin-right:0rem">James Whitfield</p><p style="font-size:0.75rem;line-height:1.3333333333333333;color:rgb(106,114,130);margin:0rem;margin-bottom:0.25rem;margin-top:0rem;margin-left:0rem;margin-right:0rem">Senior Account Manager, EmailBits</p><p style="font-size:0.75rem;line-height:1.3333333333333333;color:rgb(106,114,130);margin:0rem;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">james.whitfield@emailbits.com — +1 (415) 882-0044</p></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:rgb(89,22,139);padding-right:0rem;padding-left:0rem;padding-bottom:0rem;padding-top:0rem"><tbody><tr><td><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:600px;margin-right:auto;margin-left:auto;padding-right:1.5rem;padding-left:1.5rem;padding-bottom:2rem;padding-top:2rem"><tbody><tr style="width:100%"><td><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-bottom:1rem"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="text-align:center"><a href="https://emailbits.com" style="color:rgb(218,178,255);text-decoration-line:none;font-size:0.75rem;line-height:1.3333333333333333;margin-right:0.75rem;margin-left:0.75rem" target="_blank">Website</a><a href="https://emailbits.com/privacy" style="color:rgb(218,178,255);text-decoration-line:none;font-size:0.75rem;line-height:1.3333333333333333;margin-right:0.75rem;margin-left:0.75rem" target="_blank">Privacy Policy</a><a href="https://emailbits.com/help" style="color:rgb(218,178,255);text-decoration-line:none;font-size:0.75rem;line-height:1.3333333333333333;margin-right:0.75rem;margin-left:0.75rem" target="_blank">Help Center</a></td></tr></tbody></table><hr style="width:100%;border:none;border-top:1px solid #eaeaea;border-color:rgb(130,0,219);margin-bottom:1rem"/><p style="font-size:0.75rem;line-height:1.625;color:rgb(194,122,255);text-align:center;margin:0rem;margin-bottom:0.5rem;margin-top:0rem;margin-left:0rem;margin-right:0rem">You are receiving this email because you are an active EmailBits customer. This review invitation was sent to sarah@company.com.</p><p style="font-size:0.75rem;line-height:1.3333333333333333;color:rgb(194,122,255);text-align:center;margin:0rem;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">EmailBits Inc., 340 Pine Street, Suite 800, San Francisco, CA 94104</p><p style="font-size:0.75rem;line-height:1.3333333333333333;color:rgb(173,70,255);text-align:center;margin:0rem;margin-top:0.5rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem"><a href="https://emailbits.com/unsubscribe" style="color:rgb(194,122,255);text-decoration-line:underline" target="_blank">Unsubscribe</a> <!-- -->from account review notifications.</p></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><!--/$--></body></html>