[[CC the RM's coach in this email]]

Hey [NEW AM]!

Congrats on being the new AM for [CLIENT NAME]. I wanted to loop you in on this client's history with Client Copy WOW.

[CLIENT NAME] was on Copy WOW from Date-Date.
[[If client was on CCW multiple times, we can just prioritize takeaways from the most recent time provided it's within the last 12 months]]

Here’s why:

[list of pain points]

Here’s what we did on Copy WOW to address those pain points:

[actions we took]

Here’s a few client-specific pink flags to look out for in the future. If you see these client-specific pink flags, connect with your coach.

[list of client-specific potential pink flags]