CLIENT UPGRADE INVITATION — CUSTOMIZE BEFORE SENDING
Send from your agency to customers you are authorized to contact.
Use only after you have tested the specific workflow described below.

Subject: An optional upgrade for [business name]

Hi [first name],

We have been testing an upgrade to our [your branded product name] service for [specific workflow, such as keeping customer records and follow-up tasks organized].

For your business, we propose [specific scope you have verified]. The monthly service would be [your retail price], with [included usage allowance and transparent overage or spending-limit terms]. Our team remains your point of contact.

We would start with one agreed workflow, check the results with you, and move the next part only when it is ready. We will confirm which records, connections and permissions need to change before moving anything.

Would you like us to review whether this is a useful upgrade for your business?

[your real name]
[your agency and reply details]

EDITOR NOTES — REMOVE BEFORE SENDING
• Replace every bracketed field with accurate terms and verified scope.
• Do not imply the customer's existing contract or billing has changed.
• Obtain migration and communication authority separately. A positive reply is not blanket consent for calls, messages, imports or payment changes.
• Do not promise all GHL features, instant full migration, guaranteed revenue, or certifications that have not been obtained.
• Include the identification and unsubscribe information required for your channel and jurisdiction. Honor prior opt-outs.