All work
Bookkeeping
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A year-end email for a bookkeeping firm
Ledgerly
+61% replies
Compared with last year’s checklist email.
The finished piece.
The brief
Every December, Ledgerly sent clients the same checklist email, and every January the same documents arrived late.
Most clients ignored the old reminder because it was a PDF with no deadline in the subject line.
What I wrote
Subject line and preview text
The checklist, reordered by when it’s needed
A reminder email for week three
Fewer late documents than any January we’ve had.
LH
Lena Hart
Partner, Ledgerly