Cold-email templates

Hi {{first_name}},

Quick one — how are you tracking gross margin per client across your Vendasta book today?

I ask because Vendasta has raised wholesale on Reputation and Local SEO twice in the last 18 months. A lot of agencies don't catch it for a billing cycle or two, and a few clients end up sub-10% margin without anyone noticing.

We built HubWho as the billing+portal layer above Vendasta — connects via Partner API, shows per-client margin every Monday morning, your clients see invoices under your brand instead of vendasta.com.

Worth a 15-min look at the dashboard? Happy to run through it with your own Vendasta data.

— {{your_name}}

Hi {{first_name}},

How are you billing Microsoft 365 seats + security stack pass-throughs to clients today?

If you're doing it through ConnectWise or Autotask billing modules: most MSPs we talk to find them clunky for the SMB segment. If you're doing it through QuickBooks: ACH at 1% no-cap gets expensive fast on $1K+ monthly invoices.

HubWho is the agency-OS layer above your PSA. ACH at 0.8% capped at $5. Per-client margin reports on every license you pass through. Branded portal where clients see exactly what they're paying for.

Worth a quick walkthrough? Specifically for MSPs we'd show you the seat-count subscription model — adjust quantity, next invoice prorates, done.

— {{your_name}}

Hi {{first_name}},

Random question — if you resell WP Engine or Kinsta to your clients, what's your gross margin per hosting plan looking like?

Most web design agencies I've seen mark up the wholesale by 20-50% but don't track it cleanly because the AR is bundled with retainer revenue.

HubWho is built for this exact pattern: each hosting plan is a product with a wholesale cost (set once), the retail is what you charge the client (set per-deal), and Monday morning shows per-client margin AND per-product margin.

Plus payment plans for phased project billing — split a $30K rebuild into 4 installments, auto-drafted, dunning handled.

Want to see it on your actual hosting catalog? 15 min, no pressure.

— {{your_name}}

Hi {{first_name}},

How are you billing clients for QuickBooks Online subscriptions today? Pass-through at cost? Marked up?

Most bookkeeping firms we work with mark QBO Plus to retail ($90 instead of $75 wholesale) and net $15/client/month margin. Across 40 clients that's $7,200/year that doesn't show up anywhere unless you specifically track it.

HubWho's setup: QBO Plus is a product with a wholesale cost. Each client subscribes. ACH on the 1st (0.8% capped at $5 — vs. QBO's 1% no-cap which kills you on bigger retainers). Per-client margin report sorts by which QBO reseller deals are actually profitable.

Bonus: dunning is built in for the cleanup/tax-prep one-off invoices that always seem to age out into 60+ days.

Worth a look?

— {{your_name}}

Hi {{first_name}},

How are you handling monthly monitoring contracts + warranty plan billing across your installed base?

Most solar dealers I've talked to use Aurora for the design/install side and then bolt on... something for the recurring side. Usually QuickBooks. The pain points are always: ACH cost on bigger invoices, lack of a homeowner portal so homeowners email you constantly, and no way to track which monitoring contracts are net-margin-positive after support costs.

HubWho is the billing+portal layer specifically for recurring service contracts. ACH at 0.8% capped at $5. Homeowner portal where they see their warranty coverage, monitoring plan, and payment history under YOUR brand. Per-homeowner margin reports.

Want a 15-min look on your actual recurring book?

— {{your_name}}

Hi {{first_name}},

How are you handling tenant rent + utility splits + parking + pet rent today? Buildium? AppFolio? QuickBooks?

If you're under 200 units, you might be paying for more PMS than you need. The Buildium / AppFolio price scales with unit count + processing fees.

HubWho is the tenant-facing billing+portal layer. Flat $29-$249/mo regardless of unit count. ACH at 0.8% capped at $5 (Buildium ePay is $0.50/transaction, so depends on your avg invoice size). Branded portal where tenants pay rent + submit maintenance requests.

Pair it with whatever you use for leasing + tickets. The billing+payment side migrates cleanly.

Worth a look?

— {{your_name}}

Hi {{first_name}},

Quick one — if you sell coaching cohorts or course packages with payment plans, what's the setup look like?

Stripe Payment Links + spreadsheets is what most coaches start with. Then they hit ~30 students and the tracking falls apart. Kajabi billing is built-in but limited (max 4 installments, card-only).

HubWho's pattern: each cohort is a product. Members get up to 12 monthly installments. ACH at 0.8% (vs. Kajabi's card-only 2.9%). Branded portal where members manage their own card + see payment history without emailing you.

Worth a 15-min look?

— {{your_name}}

Hi {{first_name}},

{{referrer_name}} suggested I reach out — they thought HubWho might be a fit for what you're running at {{agency_name}}.

Quick context: we're the billing + customer-portal layer for agencies that resell marketing/SaaS services. Stripe Connect + Authorize.net + Plaid all wired in. Per-client margin reports built in. White-label portal under your domain.

Mostly used by Vendasta resellers but also works standalone for any agency with recurring + project billing.

If the framing matches what you're trying to solve, want to do a 15-min walkthrough? I'll have specific examples ready for your stack if you tell me what you use (Vendasta / GoHighLevel / HubSpot / something else).

— {{your_name}}