BoltaMail runs the monthly newsletters, seasonal touchpoints and quarterly check-ins that stop clients drifting to someone else — sent from your own inbox, in your own voice.
Built for accounting firms, financial advisers & insurance brokers.
Hi Sarah, with EOFY coming up, here are three things worth reviewing before June 30 — plus what we're keeping an eye on for your portfolio this quarter...
No client fires their accountant or adviser in a dramatic moment. They just quietly drift — and someone else fills the silence.
Between client work and new business, nurture always gets pushed to next month — then the month after that.
A handful of ad hoc emails a year isn't a strategy. It's a reminder of how sporadic contact has become.
The firms that stay top of mind aren't the smartest in the room. They're the ones who show up on a schedule.
You stay the face of the relationship. We handle everything that keeps it warm.
A short onboarding call to understand your clients, your tone, and how you already talk to them.
A full year of newsletters and seasonal touchpoints mapped out in advance.
Every email goes out from your own inbox — nothing looks outsourced.
Every quarter, on a call, so you always know what's gone out and what's next.
Every package includes a one-time $500 setup fee to configure your platform and build your first calendar.
For firms getting started with nurture.
For firms that want it fully owned.
No. Everything sends from your own inbox and domain, styled in your own voice — to your clients, it's simply you staying in touch.
That's fine — we can slot in around what you're already doing, or take the whole calendar over so nothing depends on someone remembering.
Just the initial onboarding call and your quarterly check-ins. We handle the writing, scheduling and sending in between.
Yes — especially on the Executive package, where tone, voice and a handful of bespoke campaigns are built specifically around your brand.
Book a 15-minute call and we'll show you exactly what your first quarter would look like.
Book a Call