In this article you will find some language to help you get started in writing a health check or QBR email. To learn more about creating Gainsight email templates see the article Gainsight Email Templates with Tokens (non-CoPilot).

${First.Name},

We believe it’s important to set aside time to review your goals and ensure we’re meeting those objectives.  To that end, could you please let me know when you have an hour to step through what’s working today and where we can improve going forward?  I’d like to schedule before the end of this month.  I look forward to hearing from you. 

Best regards,

${CSM.Name}