The email templates on this page, have been written as a way to initiate the contact and cover key points that the client needs to know before the debrief.
Get started by sending an email to the client to arrange a date and time for the debrief. If you are debriefing a client overseas, check the time difference carefully.
You can use this timezone meeting planner to help you coordinate across different time zones:
https://www.timeanddate.com/worldclock/meeting.html
Share your video call details or send the corresponding link, to ensure you can connect at the arranged time. After you have confirmed a debrief time with the client, it is recommended that another email is sent a few days beforehand to re-confirm date and time.
Please adapt this email if the session will be conducted face to face.
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FIRST EMAIL COMMUNICATION
Email Subject:
Your i4 Neuroleader™ Report Debrief
Email body:
Dear <client name>,
I hope you are having a good day!
I am writing to arrange a date and time for your i4 Neuroleader™ Report debrief. You will need to set aside 75 minutes for this session.
For the debrief, you will need the following:
- Connection link
- A comfortable and quiet location with no interruptions or distractions (e.g. children, animals, etc.)
- Laptop and/or tablet with internet connection
- Notepad and pen
- A glass of drinking water
I am available on these dates and times:
<insert dates and times>
If you could let me know which of these suit you best, we can lock it in. I will send you a meeting connection link prior to the session.
Have a great day,
<Your name and signature>
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FOLLOW UP EMAIL
Email Subject:
Confirming your i4 Neuroleader™ Report Debrief
Email body:
Dear <client name>,
Just confirming our debrief will take place on <insert date and time>.
To make the session run smoothly and for you to get the most out of it, I recommend you set up and prepare for the session 10 minutes before the starting time. Please check that:
- Your internet connection is working and stable
- You have a notepad and pen ready to take notes along the way
- You allow 60 - 75 minutes for the session
You will receive your i4 Neuroleader™ Report once we begin the session.
I will either email the report through to you or ‘share screen’ when we connect. Once the debrief is completed, the report will be released into your dashboard.
Thanks <client name>,
I look forward to speaking with you on <insert day>.
If you have any questions, don’t hesitate to contact me.
Kind Regards,
<Your name and signature>