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Client Monthly Update Letter Template

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Automate your monthly update process with this letter template. For clients that you don't meet with monthly, this letter is a quick, informative and customizable way to provide their updates by email. Another way it can save you time is by sending it ahead of your monthly calls so your client already has a good idea of where they stand and what they need to do next before your call. During you call you can focus on credit education rather than the update itself.

This template is fully customizable to your own company's branding (font/colors/logo) and can be used over and over again for every client in your program! This is a great addition to your other back-office materials (such as your onboarding guide where you can explain that they will receive a monthly update letter by email AND/OR will set the tone for your graduation packet/certificate).

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