Rollout Templates

Our goal is to make onboarding your team with ProjectionLab effortless. Simply share your unique invite link and starter guides, and your team will be ready to build effective financial plans and confidently plan for their future. You can easily customize these templates to match your style or create something entirely new if you prefer.

Share the invite link via email or platforms like Slack or Microsoft Teams. We’ve found that emails and team chats offer the flexibility your team needs to sign up at their own pace and revisit details anytime.

Don’t forget to include your unique invite link, found here: https://app.projectionlab.com/group

Email Templates

Email 1

Subject: 🆕 Benefit: Optimize Your Financial Future with ProjectionLab

Hi team,

We’re excited to introduce a valuable new benefit: financial planning with ProjectionLab! As part of [Your Company Name], you now have access to a complimentary subscription to ProjectionLab, a powerful tool that helps you create personalized financial plans and confidently map out your future.

Sign Up for ProjectionLab: [Your Invite Link]

To get started, we recommend checking out the Quick Start Guide and exploring their detailed YouTube videos, which cover everything from building your first financial plan to mastering advanced strategies. These resources will help you get up to speed quickly and make the most of your ProjectionLab subscription.

We encourage you to take full advantage of this benefit, and we’d love to hear your feedback!

Best,
[Your Name]

Email 2

Subject: 💸 NEW: Complimentary Financial Planning Tools with ProjectionLab Subscription

Hi team,

We’re thrilled to introduce a new financial wellness benefit from our friends at ProjectionLab! ProjectionLab is a powerful tool designed to help you build customized financial plans and confidently take control of your financial future. With your free access to the app, you can map out everything from life milestones to retirement plans, while exploring different scenarios to reach your goals faster.

Sign up for your complimentary subscription today: [Your Invite Link]

ProjectionLab also provides an array of helpful resources, including a Quick Start Guide and their detailed YouTube videos, which cover financial planning essentials. These guides will walk you through everything from setting your goals to managing different financial scenarios, so you can make informed decisions about your future.

If you have questions, ProjectionLab’s support team is ready to assist you with anything, from app details to personalized financial scenarios.

We hope you’ll take full advantage of this new benefit, and we’d love to hear your feedback!

Best,
[Your Name]

Chat Templates

Message 1

🚀 New Benefit Alert! 🚀

We’re excited to announce that you now have free access to ProjectionLab—a powerful financial planning tool designed to help you create customized plans, set milestones, and confidently map out your financial future. Whether you’re saving for retirement or working toward other financial goals, ProjectionLab has you covered.

Sign up for your complimentary subscription today (a $109 value): [Your Invite Link]

Message 2

💡 Did you know we offer a financial planning tool as part of your benefits? 💡

That’s right! We’ve partnered with ProjectionLab to give you free access to a platform that helps you build personalized financial plans, set milestones, and explore different scenarios to achieve your goals. It’s designed to empower you to plan confidently, and we’re excited to offer it for free (a $109 value)!

Sign up for your free subscription here: [Your Invite Link]

Need Additional Help? We’re here to assist with launching and managing your financial wellness program. Reach out with any questions!