Start with a cooperation opportunity.

1. Your firm. Its name, location and services, such as accounting, tax or business support.
2. Typical client needs. Trademarks, brand maintenance, patents or designs, and the markets involved.
3. Your preferred cooperation approach. How you would like to introduce clients, communicate and receive updates.

Information note: An outline is enough for the first email. Share client identities, files and sensitive information after obtaining the client’s permission and agreeing how to hand them over.

Subject: OpenPTO partnership discussion | [Firm name]

Dear Peter,

I am [name] from [firm name]. We provide [accounting/tax/business services] to [client types].

Our clients may need support with [trademarks/patents/designs] in [jurisdictions or markets]. We would like to understand OpenPTO's service scope, introduction process, progress communication and the arrangements for the 10% share of eligible professional fees.

The initial matter we would like to discuss is: [brief outline, without sensitive client information].

You can contact me at: [email/phone, optional].

Kind regards,
[Name]
[Firm name]

Action: Copy the example email

Success message: Example copied. Please replace the text in brackets.

Fallback message: Please select and copy the example manually.