Client Inquiry Email Templates

Objective

Ready-to-use email templates to ensure clear, professional, and efficient communication during client onboarding.

Setting Up the IR Inbox

Hello [Client's Name],

We are reaching out regarding the setup of a shared IR inbox, a key step in creating your MailerLite email platform account. This will enable us to manage your campaigns and communications efficiently.

To proceed, we recommend setting up a shared IR email address, such as investors@yourdomain.com or IR@yourdomain.com, which we can integrate into MailerLite. This inbox will also be used for email verification and domain authentication to ensure smooth email deliverability.

If you or your IT team need assistance creating the shared inbox, please don’t hesitate to let me know. You’re welcome to forward this email and CC me—I’d be happy to coordinate directly and provide any support needed.

Once the shared IR inbox is ready, we’ll follow up with next steps to finalize your MailerLite setup.


Next Steps & Required Items for Marketing Set Up

Hello [Client's Name],

To move forward smoothly with your IR setup and marketing deliverables, we kindly request the following items and actions from your team:

1. IR Email Setup

  • Now that we have access to your IR inbox and have started creating the MailerLite account, we need to authenticate the domain.
  • I will follow up with the domain DNS details in a separate email, but we’ll need assistance from your IT team—or yourself if you have access—to make the necessary changes.

2. Contact List

  • Please provide a list of all contacts (name and email) within your network.
  • This will help us build an email database for [CLIENT] to streamline communications.

3. Brand Assets

  • To develop your brand profile, create graphics, and customize email blasts, please share the following:
    • Logo, fonts, and brand colors
    • Photos or graphics
    • Branding guide, if available

If you have any questions or need assistance with gathering these items, don’t hesitate to reach out. We’re happy to help ensure this process is as seamless as possible.


MailerLite Domain Authentication 

Hello [Client's Name],

As part of the MailerLite setup, domain authentication is a crucial step to ensure the successful delivery of your email campaigns. It helps improve the credibility of your newsletters and significantly boosts the chances of bypassing spam filters with most mailbox providers.

To complete the domain authentication, we kindly ask that you create the following DNS records:

CNAME Record

  • Name: [INSERT]
  • Value: [INSERT]

TXT Record

  • Name: @
  • Value: [INSERT]

Once these changes have been made, please let us know so we can verify the authentication on our end and proceed with setting up your MailerLite account.

If you have any questions or need assistance, please don’t hesitate to reach out. We appreciate your prompt attention to this matter.