Custom Monthly Newsletters
FINALLY get a Fully Customized Monthly Newsletter Your Audience Will LOVE
Unleash the Power of Customized Newsletters to Fuel Your Success and Stay Top-of-Mind
Feeling overwhelmed by the idea of staying in touch with your client list every month? You’re not alone. Most professionals want to nurture their audience—but few have the time, tools, or content to do it consistently.
That’s where we come in.
Our done-for-you Monthly Newsletters are designed specifically for busy professionals who want to build relationships, stay top-of-mind, and provide value—without the stress of writing it all themselves. This isn’t a one-size-fits-all template. Each newsletter is custom-crafted to reflect your voice, your brand, and your unique approach to business.

We’ll help you share updates, showcase your expertise, and deliver helpful content that your clients actually want to read—all while keeping your name front and center.
Stay Connected with your Clients Effortlessly
Our custom email newsletter service makes it easy to maintain consistent, meaningful communication with your audience. No more scrambling for content or wondering what to say—we handle it all for you.

In today’s relationship-driven market, staying visible and valuable is what sets top producers apart. That’s why our most successful clients rely on our newsletters to spark engagement, build loyalty, and generate inbound calls month after month.
Newsletter Features
Customization to the Core - Each newsletter is fully tailored to your business—complete with custom images and professionally written content that reflects your unique voice, message, and personality.
Professional + Personal Content Blend - We strike the perfect balance between valuable financial insights and approachable lifestyle topics, so your emails feel both professional and relatable—building trust and likability
Personalized Service, Every Step of the Way - You're never just a number. We take the time to understand your business, communicate with you directly, and fine-tune every detail to reflect your goals and brand.
Smooth Setup - We’ll clean and upload your email list, format everything for delivery, and coordinate with your compliance department when needed—so you can stay focused on what you do best
Website Integration - Drive traffic where it matters most. We’ll highlight your latest blogs, videos, services, or resources and link directly to your website to boost engagement and visibility.
Fresh, Relevant Themes - Every issue features a timely, themed topic your audience will love—keeping your content fresh and giving your clients something to look forward to each month
LinkedIn Growth & Nurture Add-On - Want to expand your list even faster? Our LinkedIn Growth and Nurture service helps you connect with new prospects and warm them up for future business Click here to learn more.
How Our Custom Email Newsletter Service Works
We’ve designed our newsletter process to be simple, collaborative, and totally stress-free. Here’s how we bring your message to life—month after month:
Quick Start Worksheet
You’ll fill out a short worksheet so we can learn about your target audience, brand voice, and goals. This helps us tailor every detail to you. Don’t forget to upload your logo and headshot—we’ll use them to personalize your newsletter and strengthen your brand visibility.
Mailchimp Setup
If you don’t already have a Mailchimp account, we’ll walk you through creating one. It’s the platform we use to build, manage, and send your newsletters securely and efficiently.
Email List Submission
Send us your clean email list—or if it needs a little TLC, we’ll clean it up for you. Once it’s ready, we’ll upload it into your Mailchimp account to get everything in place.
Custom Template Creation
Using your worksheet and branding assets, we’ll design a beautifully branded, engaging newsletter template that reflects your business. This template becomes your polished foundation for future issues so your readers will know what to expect.
Review & Approve
We’ll send your first draft for review, giving you a chance to make changes or add input. Once you’re happy, you give the green light, and we prep it for launch.
Schedule & Send
Together, we’ll pick the best day and time to deliver your newsletter for maximum impact. Then—we send it out to your list while you sit back and stay top-of-mind.
View Samples of the Newsletter
Below are just a few samples of what we can do for you. We can customize the newsletter to virtually ANY industry with relevant content and design. Your newsletter should reflect YOU and your business because it's YOU your prospects are considering. It can be as personal, professional or a combination of both that you want. If you would like more samples, please let us know - we many! (Note: thank you to the clients who gave us permission to show their newsletters as samples.)
Frequently Asked Questions
What is included in the customization of the monthly newsletter?
The customization includes personalized copy that reflects your brand's voice and objectives, custom images, your logo, headshot, and any specific content that you wish to share with your audience. It also includes setting up and integrating with your website to direct readers to your blogs, videos, articles, or services.
What if I don't have an email list or it needs cleaning?
If you don't have an email list yet, we offer a LinkedIn growth and nurture service that can help you grow your list. If your existing list needs cleaning, we can handle that for you to ensure your emails are going to valid, engaged recipients.
What is Mailchimp and why do I need an account?
Mailchimp is a leading email marketing platform that enables businesses to send marketing emails, automated messages, and targeted campaigns. We use it to manage your email list and send your custom newsletters. If you don't have an account yet, we can guide you through the setup process.
What happens if I need edits on the newsletter draft?
Once the draft newsletter is ready, we send it to you for review. You can request any edits, and we will implement them and send it back for your approval. Your satisfaction is our priority.
Can I choose when my newsletter gets sent out?
Absolutely! Once the newsletter is ready and approved, we'll agree on a specific time to send it out. We aim to ensure your newsletter arrives in your clients' inboxes at the most beneficial time. If you prefer to send it yourself, that's perfectly fine too!
Can I change the monthly theme?
Yes, you can. Every month comes with a fresh, relevant theme. However, if you have a specific theme in mind or wish to share particular information or updates, we can accommodate your needs. We request you tell us before the beginning of each month.
What results can I expect from this service?
Our top-producing clients utilize our service to maintain regular, meaningful communication with their clients and have seen it generate phone calls every month. However, results can vary depending on several factors, including the quality and size of your email list, your industry, and your audience's engagement level.
How long does it take to get my first newsletter ready?
The timeline can vary depending on the level of customization required and the readiness of your email list. Once we have all the necessary information from you, we typically aim to have the first draft of your newsletter ready for review within a week.
What is my investment?
We have several options for you. For just the newsletter, it's $299/month or $2990 for a full year commitment (2 months free!). If you wish to add any of our other services, we offer a bundled discount. Let's talk!
Is there a set-up fee?
Yes. The initial organization, research, design and customization phase takes extra care and time. We also offer the option to clean your list, which is a service we pay for. Therefore, we charge a one-time set-up fee of $199.
Do I have to sign a contract?
No. However, because we begin production of your newsletter two weeks prior to sending, we require 30 days' written notice if you wish to cancel.
How do I pay for the service?
We set you up in our Freshbooks accounting system as a client and send a monthly recurring invoice which will be automatically paid using the credit card you enter the first time you pay.