AL Monthly Client Update Template

Please answer the following questions as part of your monthly client update:

• List 2-3 wins/celebrations for the month

• List any roadblocks you have encountered this month

• What would you like your FP to bring up during the meeting with the client?

• Anything else your FP should know about? Is there anything that the client may bring up during the MFR meeting?

Holiday announcement email and out of office automated email templates

Holiday Announcement email template

Please use this template to email your clients about Stride's 2022 holiday schedule: Subject: Stride closure days for the 2022 Holiday Season

Dear Valued Client:

We hope this message finds you safe and well! Please be advised that Stride Services will close their offices on the following days in observance of the upcoming holidays:

• Thursday, November 24, 2022 - Thanksgiving

• Friday, November 25, 2022 - Day after Thanksgiving

• Friday, December 23 - 26, 2022 - Christmas

• Friday, December 30, 2021 - New Year's

Kindly note that any correspondence received on these dates will be responded to within 1-2 business days.

Please let us know if you have any questions or concerns. Happy holidays to you and your team!

Best,

Automated outgoing email message template

Please update your Front account to send an automated 'out of office' message for any correspondence received when we are closed. This will ensure your client does not expect a response until after the weekend.

Here are instructions for how to setup and 'out of office' / vacation message in Front:

https://help.front.com/t/80291j/how-to-add-a-vacation-responder-when-you-are-away

Here is a loom video you can reference as well.

Subject: Out of Office [insert date]

Thank you for your message! Please be advised that Stride Services is currently closed in observance of the [holiday name] holiday. We will re-open on [insert day, month, date]. Your message will be addressed within 1-2 business days.

Please let us know if you have any questions or concerns. If this is an urgent matter, please call our main number at 415-399-9844 and we will return your call when our offices re-open. Happy holidays to you and your team!

Best,

Fun Fact that can be added:

Presidents Day: Martin Van Buren was the first president to be born as a citizen of the United States. The presidents before him were born as British subjects. Memorial Day Fact: Congress and President Clinton passed a law in 2000 that requires all Americans to stop what they are doing at 3 PM on Memorial Day to remember and to honor those who have died serving the United States. Fourth of July Fact: Only John Hancock actually signed the Declaration of Independence on July 4th, 1776. All the others signed later. Labor Day Fun fact: The first Labor Day started in Canada in 1872 and did not appear in the USA until 1882. Oregon was the first state to make it a holiday in 1887. Veterans Day Fun Fact: Originally, Veterans Day was known as “Armistice Day,” which began to be celebrated on the one-year anniversary of when the agreement to cease fire was made to end World War I. Thanksgiving Fun fact: The tradition of president's pardoning turkeys is a modern one. The first president to officially pardon a turkey was George HW Bush in 1989. Christmas/New Year Holiday Fun Fact: NYE superstitions in the Philippines include dressing in polka dots (old symbol of prosperity), leaving all windows, drawers, and doors open (to let in good luck), and having a midnight meal with family which includes 12 round fruits, one to symbolize each month of the new year.

FP Follow up email after notification of FP transition

Hello {Cleint Contact}. It's great to e-meet you. To echo (Former FPs) sentiment, I, too, am here to help ensure a smooth transition and am committed to you in navigating this time for {Cleint.} I am working closely with {Former FP} and your current support team to see to it that that happens. I look forward to meeting you both next week and to working with you. I am here for any questions or concerns you might have in the meantime.

Kind regards,

{New FP}