Bottom line
An internally approved fee proposal is ready for client review before its proposed start date.
Best for
An internally approved fee proposal requiring the client’s agreement.
Use when
Send within the notice process approved for the actual engagement and applicable requirements.
Watch for
Already-effective fee notices or changes permitted without the client decision assumed by this copy.
The Job This Email Does
Business outcome
Resolve fee and scope expectations before changing the agreement.
What the recipient gets
Compare the current and proposed service and ask about fit.
Point of view
A fee conversation needs a clear comparison and an honest decision boundary.
Success looks like
Client response reviewed and next authorized step confirmed by the owner.
Primary action: Review the proposed fee change
How to Use This Email
When to use this
An internally approved fee proposal is ready for client review before its proposed start date.
What’s on their mind
Unsure whether the price is already imposed and whether the scope still fits.
What this email should do
Help the client evaluate a proposed change to an existing accounting fee.
Best sender
Accounting engagement owner
Read the Finished Email
Review the message as a recipient would see it. The names and business details are fictional.
Subject
A proposed change to your accounting feeHi Jordan,
We’re proposing a change to your accounting service fee from January 1, 2027. Before you decide, please check how the proposed fee and included work compare with your current agreement.
Review the proposed change: https://example.com/client/fee-proposal
The page explains the reason for the change and the choices available for your engagement. If the service no longer matches what you need, you can raise that there before agreeing.
I’ll review your response and confirm the next step with you. We will not treat silence as approval or apply the proposed terms without the agreement required for this change.
Casey
Northstar Accounting Advisory
Template to copy
Subject
A proposed change to your accounting feeHi [First name],
We’re proposing a change to your accounting service fee from [Effective date]. Before you decide, please check how the proposed fee and included work compare with your current agreement.
Review the proposed change: [Fee change link]
The page explains the reason for the change and the choices available for your engagement. If the service no longer matches what you need, you can raise that there before agreeing.
I’ll review your response and confirm the next step with you. We will not treat silence as approval or apply the proposed terms without the agreement required for this change.
[Your name]
[Firm name]
Subject Line Variations
- Please review your proposed accounting fee
Names the actual decision or reviewed plan.
- Review the proposed terms before [Effective date]
Keeps the subject specific without exposing financial details.
Best for
- An internally approved fee proposal requiring the client’s agreement.
- Current engagements with a clear comparison and a monitored decision page.
Don’t send this if
- Already-effective fee notices or changes permitted without the client decision assumed by this copy.
- Disputed agreements or unverified notice and consent requirements.
When to Send It
Trigger
An internally approved fee proposal is ready for client review before its proposed start date.
Timing
Send within the notice process approved for the actual engagement and applicable requirements.
Frequency
Send once per approved fee-change version; a correction replaces the prior notice.
Timing note
Use only real dates, amounts, scope, options, and rights from the current approved record.
Make This Email Yours
- Verify the proposed start date and the agreement needed before applying the new terms.
- Show the real reason, current and proposed fees, included work and available choices together.
- Confirm the owner can discuss changed service needs; do not invent a discount or cancellation right.
Before You Use This Email
Why This Approach Works
Platform Setup Steps
Trigger
An internally approved fee proposal is ready for client review before its proposed start date.
Segment
Affected clients or authorized signers with a current engagement and valid notice record, excluding closed, cancelled, already-decided, disputed, superseded, opted-out where applicable, bounced, complaint, and human-handled records.
Delay
At the approved notice point for the exact engagement and change version.
Reply owner: Accounting engagement owner who can explain the current scope and fee, record the client's choice, and own every question or objection.
- Verify the affected engagement, recipient authority, current and new terms, effective date, choices, notice process, owner, and secure page.
- Send one decision-first notice linked to the current comparison.
- Stop on any response or state change; record the choice and have the owner confirm the result.
Stop conditions
- Stop when the fee-change goal is complete through a recorded choice and owner confirmation.
- Stop on reply, active human handling, renewal, cancellation, service change, dispute, complaint, unsubscribe, invalid contact, or hard bounce.
- Suppress when engagement, fee, scope, effective date, option, authority, owner, or destination data is stale or conflicting; route safety, legal, contractual, and regulated-review signals to a qualified human.
Mistakes To Avoid
- Calling a proposed change effective before the required agreement
The client cannot tell what has happened and what is still being asked.
Use instead: Name the current stage accurately and explain the next useful task.
- Letting a reply sit while reminders continue
The client’s question may change the appropriate next step.
Use instead: Stop automation and assign the reply to the accountable owner.
Sequence Placement
Standalone message for the verified proposal or response plan; any reply, changed facts or active human handling stops automation.
Related Email Platform Guidance
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Not best for: teams expecting a native field-service or legal practice-management system
View GoHighLevelPaid linkB2B organizations aligning marketing, sales, and service around shared CRM data
Not best for: small teams needing only broadcasts and a simple welcome sequence
View HubSpot
Disclosure
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