Template Emails

Invitation to Join Group

Hello [Name],

I hope this email finds you well! I’m reaching out because I would love to have you join a #PIVOTmastermind group I’m putting together.

In a #PIVOTmastermind, people who do similar work or who share similar goals set-up a recurring check-in call to generate accountability, encouragement, and brainstorming support. We’ll structure our calls loosely around Jenny Blake’s PIVOT book and method—a strategic process for navigating change and mapping your next move.

I’m really looking forward to this as a great way to generate momentum for our goals, exchange ideas and expertise, and help each other bust through any bottlenecks or challenges that come up along the way.

Let me know if you're interested, and happy to answer any questions you might have!

Warmly,

[Your Name]


Welcome! Next Steps

Hey [Name],

Welcome! I’m thrilled to have you in our #PIVOTmastermind!

First order of business, I created a Doodle poll so that we can find a time to meet that works well for everyone. When you get a chance, please vote on the best times that work for you. [Insert your Doodle poll link] 

In the meantime, check out this introduction chapter from Pivot on what it means to be High Net Growth. To jumpstart creativity and vision-setting, I also recommend filling out the Ideal Day Mad Lib. Bonus: send your filled-out mad lib to everyone else in the group! It’s a fun way for us to get to know each other.)

Here are some additional resources:

Looking forward to getting started!

Warmly,

[Your Name]


Prep for First Call

Hi Everyone,

I’m so excited for our first call on [Date and Time].

Here are instructions to join the call:

  1.  

  2.  

  3.  

In addition to the recommended resources in my previous email, next up is familiarizing yourself with our Quarterly Focus Tracker [Insert your own customized copy of the Quarterly Focus Tracker Template with everyone’s names]. Think about a change or challenge you’d like to take on this quarter, and fill it in next to your name. We’ll use this to track our progress and stay organized.

Let me know if you have any questions!

[Your Name]

 

Hi Everyone,

Thanks for a great call today! You can access the recording here: [Call recording link]

New week we will [insert brief agenda for next week]

In preparation for our next meeting, please:

  1. [Instruction or Template 1]

  2. [Instruction or Template 2]

  3. [Instruction or Template 3]

As always, let me know if you have any questions! Hope you have a fantastic week.

Onward!

[Your Name]

 

Call Follow-up