Monthly Update Email Template

Use this template to craft a concise, skimmable, and high-impact update.

Who to send it to:
  • Current Investors
  • Potential Investors (including those who have said "no, not now")
  • Advisors & Mentors
  • Key connectors and supporters in your network
Best Practices:
  • **Be Consistent:** Send it around the same time each month (e.g., the first Tuesday).
  • **Be Transparent:** Share both the wins and the challenges. This builds trust.
  • **Be Clear:** Use bullet points and bold text to make it easy to read in 60 seconds.
Email Template
Click the button to copy the entire template to your clipboard.
Subject: [Your Company Name] | July 2025 Update

Hi everyone,

Sharing our progress for July at [Your Company Name]. Our core focus this past month has been on reducing churn and preparing for our v2 onboarding experience.

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**TL;DR / Highlights:**

- **Steady Growth:** Grew MRR to $72k (+8% MoM) with zero paid ad spend.
- **Major Win:** Closed our first enterprise deal with ABC Company, validating our upmarket strategy.
- **Team Growth:** Welcomed [New Hire Name] as our new [Job Title].

---

**πŸ“ˆ Performance Snapshot (Lead with KPIs)**

- **MRR:** $72,000 (+8% MoM)
- **New Customers:** 24
- **Customer Acquisition Cost (CAC):** $1,250
- **Gross Margin:** 75%

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**πŸ† Major Milestones & Wins**

Our biggest win this month was **closing our first enterprise deal with ABC Company.** This is a major milestone that not only adds significantly to our ARR but also proves our product can meet the security and feature requirements of larger organizations.

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**πŸ’‘ Challenges & Learnings**

We saw **customer churn for our October cohort increase from 5% to 11%.** After analyzing the data, we learned that the primary driver was a confusing user onboarding flow for a key feature. We are actively addressing this by redesigning the v2 onboarding experience, which is our top product priority for the next 30 days.

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**πŸŒ… What's Next on the Horizon?**

Our goals for the next 30 days are clear:

1. **Product:** Finish and ship the v2 onboarding flow to reduce churn.
2. **Growth:** Prepare our first paid growth experiments on LinkedIn.
3. **Sales:** Onboard ABC Company successfully and build a repeatable process for future enterprise clients.

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**πŸ™ How You Can Help (Our Asks)**

Every update is a chance to activate our network. Here’s how you can help this month:

1. **Introductions:** We are looking for introductions to potential customers in the [Industry Name] sector.
2. **Hiring:** We are searching for a talented [Role Name]! If you know anyone great, the job description is here: [Link to Job Description].

As always, thank you for your incredible support on this journey.

Best,

[Your Name]
Founder & CEO, [Your Company Name]
[yourwebsite.com]