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Email examplesBrandsHoldedUsage summary

Holded weekly activity report

Holded presents a weekly overview of account activity across sales, purchases, inventory, and banking. It previews the report and encourages the recipient to choose a plan to access the complete version.

Holded

Day 3 after signup

This could be your weekly email

Why it works

  • Organize metrics into clear business areas so readers can scan the report by task.
  • Show a useful preview before explaining that the complete report requires a plan.

How it is built

  1. Weekly report headline
  2. Plan selection prompt
  3. Year-to-date overview
  4. Weekly activity metrics
  5. Discount offer
Email copy

Your week at a glance This is an example of your weekly activity report. Choose your plan now to receive the complete report. Choose plan Here are the highlights of your [First name] [First name] account, compared to the previous week.   Current year January 01 – October 11   Income 165,48K€ 13% Expenses 46.334,40€ 7% Income 119,14K€ 6%   Weekly activity October 05 – October 11   Sales Go to Sales Total sales €165,480.00 18% Pending collection €47,989.20   Purchases Go to Purchases Purchases €46,334.40 49% Pending payment €40,774.27 Files pending verification 20   Inventory Go to Inventory Sale orders €49,644.00 Purchase orders €13,900.32 Low stock products 10   Banks Go to Banks Current balance €625,514.40 47% Pending con reconcile €25,020.58 Cash in €82,740.00 40% Cash out €46,334.40 67%   Don't get left behind! Select your plan today and get a 50% discount on the first 3 months. Choose plan © 2026 Holded | Passeig Joan de Borbó 101, 6. Barcelona

Brand
Holded
Industry
SaaS · Business management software
Type
Lifecycle
Email
Usage summary
Sent
Day 3 after signup
Sent at
Thu, 6:05 AM UTC
From
Holded <no-reply@send.holded.com>
Sent with
Mailgun
PersonalizedSingle CTA
All usage summary email examples

Breakdown

Main button
“Choose plan”
Calls to action
2 buttons, 6 links
Length
174 words · 1 min read
Images
4
Layout
Single column · Balanced
Voice
Informative
Language
English
Fonts
Segoe UI
Dark mode
Custom dark styles

Colors

  • #2164d9
  • #f6f9fc
  • #525f7f
Blue emailsLight emails

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