How To Maximise Uptake
Getting clients to adopt new software can feel like a challenge. The key is to make the benefits crystal clear and help them see the value in saying “yes” right away. This guide gives you proven messaging, step-by-step actions, and ready-to-use templates to boost landlord uptake.
Step-by-Step: How to Prepare Landlords Before Sending Your Invite
➡️ Step 1: Send a Personalised Intro Email
Before sending your official Landlord Studio invitation, preface it with a personal email.
Goal: Explain what’s changing (MTD), why you’re helping, what Landlord Studio is, and that it’s free until April 2028.
Subject: Let’s Make Tax Digital Easy and Free
Hi [Landlord Name],
As you may have heard, new government rules called Making Tax Digital (MTD) are coming in April 2026. This means all landlords must keep digital records and submit quarterly tax updates.
To make this simple (and save you money and time), I’m partnering with Landlord Studio – a landlord-specific software that will help you:
Track your rental income & expenses
Snap receipts from your phone
Connect to your bank
Get ready for MTD stress-free
Best of all: You’ll get full PRO access for free until April 2028.
Look out for an invite from Landlord Studio soon, and just follow the steps to set up your account and let me know if you have questions.
If you want to get a head start, here’s a short video showing how it works:
I’ll support you through the process.
Speak soon,
[Your Name]
➡️ Step 2: Briefly Mention the Invite Again (e.g., in a Call or WhatsApp Message)
Why: People are more likely to act if they expect something and know it’s from you—not spam.
Quick script for a call or message:
"Just a heads up—I’ll be sending you a Landlord Studio invite this week. Accepting it is the first step to being MTD-ready, and you’ll get all the features for free."
➡️ Step 3: Time Your Official Landlord Studio Invite
Send the Landlord Studio invitation within 1-2 days of your email/message.
Tip: Add a calendar reminder to follow up if they haven’t accepted within 3 days.
➡️ Step 4: Follow Up With a Friendly Nudge
Example follow-up:
"Hi [Name], just checking you saw my previous email and the Landlord Studio invite? Let me know if you need help getting set up. It only takes a few minutes."
💡 Other Ideas to Boost Uptake
How to share the value of Landlord Studio – Read through our article
Add an incentive: e.g. “First 10 landlords to sign up get a free tax checklist download” (or even a small coffee voucher if your firm can swing it)
Share a case study/testimonial: “Here’s how landlords are saving £400+ and hours of admin with Landlord Studio - read reviews here”
Send a WhatsApp/SMS reminder: Fast, informal, and often more effective than email.
Summary Checklist for Accountants
Send personalised intro email (template above)
Mention upcoming invite in call or WhatsApp
Send official Landlord Studio invite
Follow up after 3 days if not actioned
Offer to support/answer questions