Before Sending
  1. Get the Channel Plan share link (Google Slides, Pitch, PDF, etc.)
  2. Fill all [bracketed variables]
  3. Check the creative section — include only if creative is part of scope
  4. Set a clear deadline for the green-light decision
Tone & Purpose
  • Present the plan with confidence — this is a recommendation, not a question
  • Make the decision as easy as possible for the client
  • Keep the ball in their court with a clear, time-bounded ask
Email Template
Client Variables
[Client Name] — full name
[Client First Name] — first name for greeting
[client@company.com] — primary contact email
[other stakeholders] — any other decision-makers to include
MH1 Team Variables
[CMO First + Last Name] — e.g. "Alex Rivera"
[CMO First Name] — e.g. "Alex"
[cmo@marketerhire.com] — CMO email
[CMO PM email] — CMO PM for CC + creative assets
Content Variables
[Channel Plan share link] — Google Slides, Pitch, PDF, etc.
[prioritized channel list] — e.g. Email, LinkedIn, Paid Search
[deadline] — when you need the green light by
[Creative assets needed] — only if creative is in scope
Decision Badges
ApproveClient needs to formally sign off
ConfirmClient acknowledges / validates direction
DecideClient needs to make a choice (yes/no)