Annual Review Summary Email Workflow for Outlook
Follow up after an annual review meeting with a written summary and agreed-upon next steps. Copy this ready-to-use Outlook email template, or use it as a reusable Toggles workflow with variables, recipients, attachments, and team sharing.
Free to try. No automatic sending - review every draft before sending.
Copy/paste template
Copy the annual review summary email template
Use this once as a regular Outlook template, or launch the full Toggles workflow when you send it repeatedly.
What this template helps you avoid
Common email risks
- Missing required details
- Rewriting the same email manually
- Inconsistent wording across a team
- Forgetting attachments, links, recipients, or preparation notes
Fields your team can fill in
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Cc
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Subject
review_year Annual Review Summary — client_first_name
annual-review-summary
Hi client_first_name,
Thank you for the time you dedicated to our review_year annual review meeting. It's one of the most important conversations we have each year, and I appreciate you coming prepared. The full summary document is attached — here are the highlights.
YEAR IN REVIEW
• Portfolio Value: $portfolio_value
• Annual Return: annual_return
• Goals Progress: goals_progress
AGREED-UPON NEXT STEPS
• next_steps
Please review the attached summary and confirm that it accurately reflects what we discussed. If I've missed anything or you'd like to add context to any of the items, let me know and I'll update the record.
LOOKING AHEAD
As we head into the new year, I'll continue monitoring your portfolio and reaching out proactively when adjustments are warranted. Our next quarterly review will be scheduled in approximately 90 days — I'll send the invitation when it's time.
In the meantime, if any of the next steps require assistance from other professionals — your CPA, an estate attorney, or an employer HR contact — please don't hesitate to loop me in. Coordinating between advisors is part of what we do, and it often prevents things from falling through the cracks.
It's a privilege to serve as your advisor. I'm always reachable at me::phone.
Workflow context
When to use this workflow
Use this workflow after an annual review meeting when the advisor needs to send a written recap, performance snapshot, goals progress, and agreed-upon next steps.
What this replaces
This replaces writing annual review recaps from scratch, manually creating subject lines, and checking whether the full annual review summary document is attached.
Why teams standardize this email
Annual review summaries help clients understand decisions and next steps. Standardizing the workflow helps advisors produce complete follow-up emails while still reviewing client-specific content before sending.
What Toggles adds beyond a normal Outlook template
Toggles inserts the workflow directly in Outlook, prompts for variables, prepares operational details, and keeps the draft editable before sending.
- Inserts the annual review summary email in Outlook
- Prompts for client name, review year, portfolio value, annual return, goals progress, next steps, and phone number
- Adds a client and review year-specific subject line
- Can require the annual review summary attachment
- Keeps the recap editable before sending
FAQ
Does Toggles create the annual review summary document?
No. Toggles can require the document to be attached, but the summary document itself comes from your advisory process.
Can advisors customize next steps?
Yes. The workflow prompts for next steps and the Outlook draft remains editable.
Is this automatically sent after a review meeting?
No. The advisor starts the workflow and sends the email manually after review.
Email workflow audit
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
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