Email templates/Consultant and advisory
Consultant and advisory

Consultant: on having me in your corner

For a long-term advisor or fractional role. Built on the ongoing-trust angle of being a steady outside voice over time.

A fractional advisor's worth compounds quietly over time, which makes it the hardest value to articulate and the most reassuring to prove. Asking a long-term client about having you on call turns ongoing trust into a recommendation that travels. Copy it free and make it yours.

Subject
On having a sounding board
Email body
Hi {{name}},

I have had the privilege of being in your corner on {{product}} for a while now, and serving as that steady outside voice over time is the part of this work I value most.

Would you describe in your own words what it has meant to have an advisor on call? What you reach out to me for, and the difference it makes to have someone independent to think things through with before you commit. A specific moment where that sounding board changed your course says more than any title I could hold. A few sentences is all I need.

{{link}}

Fractional roles like mine are almost always filled by a quiet recommendation from someone in the seat you are in, so your perspective on the ongoing value is uniquely persuasive. Say it however comes naturally.
{{sender_name}}
The placeholders

Swap these in for your own details

{{name}}The recipient's first name. Falls back to a friendly greeting if you do not have it.
{{product}}Your product, service, or business name.
{{sender_name}}Your name. It also becomes the From name and the reply-to address.
{{link}}The link to where they leave their words. It becomes the button in the email.
Why this one works

What makes this a good ask

  • Captures the ongoing-trust value distinct to a fractional or advisory role
  • Asks for a moment the sounding board changed their course, concrete and vivid
  • Speaks to how fractional roles are actually filled, by peer recommendation
  • Frames value as independent thinking partner, the fractional buyer's real need

Want to get the timing and tone right before you send? Read our full guide to testimonial request emails.

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