Give Them a Reason to Want Your Next Email
FINTECH · EDUCATIONAL EMAIL
An end-of-month tips email that keeps the brand present by giving customers something useful between promotions.
About This Sample
This email is based on real work created for a fintech client. We’ve changed the company name and identifying details for privacy, while keeping the content, strategy, and overall design close to the original.
We create two emails for this client each month, and each one has a different job.
The mid-month email highlights a service. The end-of-month email shares useful tips and practical advice.
This is one of those end-of-month emails.
The Finished Email
Below is a recreated version of the end-of-month tips email.
The client name, identifying details, and visuals have been changed for privacy, but the strategy, content approach, and overall design remain closely representative of the original work.
The Brief
The goal wasn’t to sell another service.
It was to give readers something useful while keeping the brand present and relevant in their inbox.
For this edition, we focused on three details that are easy to overlook but can lead to bigger problems: chargeback documentation, clear pricing, and device security.
Useful enough to earn the read. Relevant enough to remind customers who sent it.
The Approach
Make fintech feel less like fintech.
Payment processing can get technical fast. We kept the language straightforward and focused on what business owners actually need to know and do.
Turn information into action.
Instead of long explanations, each topic gives readers practical things they can check, fix, or improve.
Give three different topics one common thread.
Chargebacks, pricing, and device security could easily feel disconnected. Framing them as small details that can create bigger problems ties the email together.
Design for the skim.
Clear sections, strong headlines, short copy, checklists, and supporting visuals make it possible to get something useful from the email without reading every word.
A Little Behind the Scenes
The entire email—from the content and layout to the final build—is created in GoHighLevel.
The supporting images are AI-generated, which lets us create visuals around very specific topics instead of settling for generic stock images.
Everything is then brought together in GHL into an email designed to be easy to read, easy to scan, and ready for the inbox.
Like what you see?
Your business is different. Your emails should be too.
Tell us about your business and what you need. We’ll help you figure out what belongs in the inbox.