About: Newsletter Options

What This Article Explains

The system offers two ways to send monthly newsletters: Done-For-You Newsletter and AI Newsletter Assistant. Both start with the same professionally written content and images each month—the difference is how much control you want over customization. This guide helps you understand both options and choose the right approach for your business.

The most important thing isn't which option you choose—it's that you send a newsletter every month. Consistent communication builds relationships and keeps your business top-of-mind. Both newsletter options make monthly sending achievable.

Pre-written, professionally designed newsletter content ready to send in less than 2 minutes. Each month, review the provided articles and images, select your audience, and send. No writing, editing, or design work required.

Best for: Users who want the fastest path to consistent monthly communication. You value efficiency over customization and trust the provided content to keep you connected with your database.

Time investment: Less than 2 minutes per month after initial template setup.

Content approach: Use the provided general-interest articles and professional images exactly as created. No customization or editing.

Customizable newsletter creation using AI tools. Start with the same monthly content provided in the Done-For-You Newsletter, then modify articles, regenerate content, change images, or create completely custom industry-specific content tailored to your audience.

Best for: Users who want newsletters that reflect their specific industry, voice, and brand personality. You're willing to invest extra time for content that's exactly how you want it.

Time investment: 20-30 minutes first time, 15-20 minutes for recurring newsletters.

Content approach: Customize the provided content, generate industry-specific articles, or build completely custom newsletters using AI writing and image generation tools.

How to Choose

We recommend every user begin with the Done-For-You Newsletter. Here's why:

Building the habit matters most. Sending a newsletter consistently every month is more valuable than sending a perfect newsletter inconsistently. The Done-For-You Newsletter removes all barriers to monthly communication—you just review and send.

The content works. The provided articles are professionally written, broadly appealing, and designed to keep you top-of-mind without requiring industry-specific knowledge. For most businesses, general-interest content accomplishes the relationship-building goal.

You can always upgrade later. After you've established the monthly sending habit with Done-For-You Newsletter, you can experiment with AI Newsletter customization if you want more control.

You've been sending Done-For-You Newsletters consistently and want more customization

Your industry benefits from specific content (real estate market updates, insurance tips, HVAC maintenance advice, financial planning insights)

You have strong opinions about tone, voice, and messaging and want newsletters that sound exactly like you

You enjoy the creative process and want control over every article and image

You're willing to invest 15-20 minutes per month for customized content

Making the Choice Each Month

Every month when you're ready to send your newsletter:

Navigate to Automation in the main menu and click Client Newsletter.

You'll see two options: Done-For-You Newsletter and AI Newsletter.

Choose the path you want to take this month. Once you select a path, you'll follow that workflow for this month's newsletter.

Next month, you'll make the choice again with fresh content—you're not locked into one option permanently.

How Both Options Work

They Start the Same

Both newsletter options begin with identical content each month:

Five professionally written articles covering timely, general-interest topics
Professional images matched to each article
Publication-ready layout and design

The system creates this content once per month and makes it available to both newsletter paths.

The Difference is Customization

Done-For-You Newsletter: You review the provided content in a preview screen and send it immediately. No editing, customizing, or AI tools involved. The content you review is the content your contacts receive.

AI Newsletter Assistant: You load the provided content into the AI workspace where you can modify articles, regenerate content with AI, change images, adjust article length, or create completely custom content. You control every element before finalizing.

Template Setup is Identical

Both options use the same newsletter templates you customize in Settings → Email Templates. Whether you choose Done-For-You or AI Newsletter, your branding, logo, and template design remain consistent. See How to Customize Your Done-For-You Newsletter Template for template setup instructions.

Common Scenarios

"I just want to stay connected with my database efficiently"

Recommendation: Done-For-You Newsletter. You'll spend less than 2 minutes per month maintaining consistent communication. The provided content keeps you top-of-mind without requiring any creative effort.

"I'm a real estate agent and want to send market updates specific to my area"

Recommendation: AI Newsletter Assistant. Use the AI tools to generate articles about your local market, interest rates, and housing trends while keeping some of the provided general-interest content for variety.

"I've never sent newsletters before and feel overwhelmed"

Recommendation: Done-For-You Newsletter. Remove the intimidation factor by starting with pre-written content. Once you've sent a few newsletters and built confidence, you can explore AI customization if you want.

"I have a specific brand voice and want newsletters that sound like me"

Recommendation: AI Newsletter Assistant. Use the AI tools to rewrite articles in your tone, add your perspective, and create content that reflects your unique personality and expertise.

"I'm not sure which option is right for me"

Recommendation: Try Done-For-You Newsletter first. Send it for 2-3 months to establish the habit. If you feel the content needs customization, switch to AI Newsletter. You can change your approach anytime.

Questions and Answers

Q: Can I use both options in the same month?

A: Technically yes, but it defeats the purpose. The goal is monthly communication with your database—sending two newsletters in the same month to the same audience creates confusion and email fatigue.

Q: If I choose AI Newsletter this month, am I locked into it?

A: No. Each month you make the choice again. You can use Done-For-You Newsletter one month and AI Newsletter the next, or alternate based on how much time you have that month.

Q: Do both options use AI credits?

A: Only the AI Newsletter Assistant uses AI credits for generating custom content and images. Done-For-You Newsletter has no credit cost—you're using the pre-created content as-is.

Q: What if I start with Done-For-You but want to customize one article?

A: You'll need to back up to the choice screen (Automation → Client Newsletter) and select AI Newsletter instead. Once you choose Done-For-You Newsletter, you can't edit the content in that workflow—it's designed for fast sending without customization.

Q: Is the content quality different between the two options?

A: No. Both options start with the same professionally written articles and images. The difference is whether you use them as-is (Done-For-You) or customize them (AI Newsletter).

Q: Which option do most users choose?

A: Most users prefer Done-For-You Newsletter because it's fast and removes all barriers to consistent monthly sending. The AI Newsletter Assistant exists for users who want customization and are willing to invest the extra time.

Q: Can I preview the monthly content before deciding which option to use?

A: Yes. You can view the provided content in either workflow. If you start with Done-For-You and decide you want to customize, back up to the choice screen and select AI Newsletter instead.

Q: Does my choice affect my newsletter template?

A: No. Your template remains the same regardless of which option you choose. Both workflows merge content into your customized newsletter template.

Q: What happens if I don't send a newsletter one month?

A: Nothing breaks, but you miss an opportunity to stay connected with your database. The system will provide fresh content next month when you're ready. Consistency matters—even an imperfect newsletter sent regularly beats a perfect newsletter sent sporadically.

Q: How do I know if I should upgrade from Done-For-You to AI Newsletter?

A: If you've been sending Done-For-You Newsletters consistently for a few months and find yourself wishing the content was more specific to your industry or sounded more like your voice, that's the signal to try AI Newsletter customization.

Guide Type: Reference Guide

Estimated Time: 8 minutes