A ready‑to‑send, branded wellness newsletter for every client you serve.
We design, write, and host a monthly wellness flipbook your firm can send to every client—fully branded and effortless on your end.
Brokers want to stay in front of clients but rarely have the time. Here’s what gets in the way—and how this system solves it.
Visibility gap
No bandwidth
Inconsistent Look
Hard to prove value
Missed Upsells
Monthly branded newsletters keep your firm top‑of‑mind.
We handle content, layout, hosting.
One clean, customizable design system.
Monthly engagement reports.
Continuous, professional presence.
How It Works
Four simple steps from setup to delivery. Setup takes about a week—after that, everything runs on autopilot.
1
Upload client info
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2
Approve content
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3
We personalize & host
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4
Share with clients
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4. What You’ll Get
Intro: “Each month you receive a complete, ready‑to‑share communications package that saves time and strengthens client relationships.”
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· Flipbook (interactive mockup) – visually engaging, mobile‑friendly experience clients love.
· Static PDF preview – quick download for HR teams that prefer attachments.
· Branded thumbnail image – makes each issue feel custom and easy to promote.
· Prewritten captions – short blurbs HR can drop into their employee emails.
· Delivery table screenshot – clear tracker so your team sees what’s been sent.
· Engagement report chart – helps you prove value at renewal time.
· Cloud folder illustration – centralized storage for current and past issues.
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Short note: “Every piece is designed to make your firm look polished and proactive while keeping monthly work to near‑zero—without heavy lifting on your team’s part so they can focus on what they do best: serving clients and growing relationships.”
5. Pricing
[Add ROI framing line under heading: “One retained client more than covers the cost of a full year—this program pays for itself.”] Heading: “Simple, scalable pricing.”
[Insert pricing card or centered text block] $1,500/month + $200 per enrolled employer
Includes content, design, hosting, branding, and monthly engagement reporting.
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