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