The Membership Builder Blog

Tips to design, structure, and grow your support membership.

What to Include in Your Monthly Check-In Email for Bookkeeping Members

What to Include in Your Monthly Check-In Email for Bookkeeping Members

April 23, 20251 min read

A monthly check-in might seem simple, but don’t underestimate its impact.

It’s a touchpoint that reminds your members they’re not doing this alone.
It’s also your opportunity to reinforce the value of your membership without having to overdeliver or offer more.

The goal isn’t to cram in updates—it’s to reconnect, reassure, and reengage.

A well-timed check-in creates momentum. It gives members a gentle nudge to take action, ask questions, or take advantage of support they may have forgotten about.

Even a short message—sent consistently—can help reduce cancellations and boost satisfaction.

And the best part?
It helps your members feel seen and supported… without taking hours of your time.

Coaching Reflection:
If you were to send one check-in this month, what would you want your members to feel after reading it?

Write that down—and let that guide your message.

Back to Blog