Email template

Unsure how to invite someone to learn about Edstruments? Feel free to use this email template for inspiration, tweaking it as needed to make it applicable to your organization and theirs.

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Edstruments Referral Program - Email Outreach.docx

13 kB

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Subject: Discover Edstruments: Optimize Your Financial Operations

Dear [Recipient's name],

I hope you are well!

I wanted to take a moment to share something that has been instrumental in [your org’s] budget management and planning process. We've been using

Edstruments⁠

, a budgeting and AP software platform designed specifically for schools and nonprofits. It has significantly improved our budgeting accuracy, efficiency, and transparency. Most importantly, it’s helped our leaders outside the finance team engage with their budgets more effectively throughout the year.

I believe that [recipient’s org] could also benefit from partnering with Edstruments if you’re looking to improve financial processes.

Feel free to check out my review on Capterra [link to the review] for more details about our experience with Edstruments.

If you are interested, let me know! I will be glad to make an introduction.

Best,

[Your Name]

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