Below you will find a number of emails that will help you to engage existing clients with the New Year New You marketing campaign. Included are two versions you can send to clients to get them started:

  1. Version 1 focuses on the full process that you will now take them through
  2. Version 2 focuses on getting your clients to update their goals for 2023

Version 1 (full process): New Year New You?

Dear Prospect,


With the start of a New Year comes the opportunity to redefine what we want to achieve and better align our life to what we value in life. 


That’s why so many of us set New Years’ Resolutions. We intend to live a better life and set goals to help us give up bad habits or create new, better ones. But, for whatever reason, many of us fail to keep them. We’re great in the initial months, but it’s hard to keep motivation levels high if we don’t see our progress or get derailed.


If this sounds like you, we’re here to help. 


We’ve taken some time to create a three-step process {Link to Blog} that will help you achieve and exceed your aspirations for 2023:


  1. Step One: Where are you now, and what’s important to you?
    We want to help you identify the areas in your life that need focus. So we can set the right goals that will have the biggest impact on your life.

  2. Step Two: Set SMART Goals
    Our advisers are trained to help you set SMART Goals, chunk them down into bite-sized tasks and track your progress. Once you have completed Your Life, we can help you select the right goals for success.

  3. Step Three: Keeping you accountable
    That doesn’t mean nagging you but helping you stay on course or get back on the horse should you fall off. Our advisers will be with you every step of the way and help you track your progress.

If you’d like one of our advisers to help support you in setting meaningful New Year’s resolutions that will empower you to live your best life, why not take the first step today and complete our Your Life survey.


{Include Your Life URL survey link}.


Once complete, one of our advisers will be in touch to detail the next steps.


Kind regards,



Version 2 (Your Goals): It’s time to set some SMART New Year Resolutions

Dear Prospect,


With the start of a New Year comes the opportunity to redefine what we want to achieve and better align our life to what we value in life. 


We know there’s more to life than money. That’s why {Practice Name} looks beyond the finances to uncover what you truly value in your life. Then we help you set goals, implement strategies and keep you on track to living your best life.


To help you kick off the new year with a bang, we wanted to help you set SMART Goals for 2023. We’d love for you to book in a time with us to explore what really matters to you and determine your goals for 2023. 


In this session, we will:

  • Determine what’s important to you and what we should focus on in 2023
  • Uncover what is driving your new years’ resolutions
  • Define your SMART Goals that will enable you to live your best life


The session will take an hour and a half to complete. Please let me know a time and date that suits you best, and we’ll lock this in the diary.


Kind regards,





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