[[CC the RM's coach in this email]]
Subject: [CLIENT NAME] -- Copy WOW Update
Hi [NEW AM],
Congrats on being the new AM for [CLIENT NAME]. I wanted to loop you in on this client's history with Client Copy WOW.
[CLIENT NAME] was on Copy WOW from Date-Date.
[[If client was on CCW multiple times, we can just prioritize takeaways from the most recent time provided it's within the last 12 months. We can also add something like this: We also worked with them a couple times in 2024, so they have definitely been a recurring case on CCW over the years.
Here's what brought this client to Copy WOW:
[list of pain points]
Here’s what we did on Copy WOW to address those pain points:
[actions we took]
Here’s a few client-specific pink flags to look out for in the future. If these pink flags come up in your partnership with [CLIENT], connect with your coach!
[list of client-specific potential pink flags]
If you have any questions about how we supported [CLIENT] during Copy WOW, please let me know! Otherwise, your coach will be your go-to resource if you encounter pink flags related to this client's happiness with copy.
Thanks, [AM]!
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