Agencies Template
Monthly Check-In email template
A free monthly check-in email template that recipients fill right inside Gmail, no links, no new tabs. 5 fields · about 2 min to complete.
Preview the form
This is exactly what recipients see, and fill, inside their inbox.
Monthly Check-In
How are we doing this month?
How happy are you this month?*choice
12345
How likely are you to recommend us?choice
012345678910
Wins this monthtextarea
Your answer…
Concerns or blockerstextarea
Your answer…
Anything you need from us?textarea
Your answer…
Delivered as a multipart email
text/x-amp-html · interactive form (Gmail · Yahoo)text/html · fallbacktext/plain
Preview: fields are read-only. Customize everything in the builder.
Why send your monthly check-in with Formailo?
A recurring client health-check that proves your value and catches issues early. Because the form lives inside the email, recipients complete it in seconds, and you see exactly who responded, who opened it, and who hasn’t, then remind only the non-responders in one click.
Send your monthly check-in in minutes.
Use this templateNo credit card required · Free forever plan available