The Exact Templates I use When Communicating with Clients (Set of 11 Templates)
The exact templates I use when communicating with clients on our projects! I promise, these will save you HOURS of time on composing the perfect email. It’ll also give you an idea of how we work our client-facing process as well... Use them exactly as is, or add in some of your own voice and style! If you use google as your email provider (gmail), you can insert these into your stored templates so you can quickly pop them into your composer when needed!
You'll recieve the following email templates when you purcahse this package:
- Book a Discovery Call - Sent after a client reaches out via our site/email
Consultation Homework and Invoice - Sent After We Book a Consultation
Sending Proposal Following the Consultation
Proposal Accepted - Sending Invoice and Next Steps
Friday Update Emails - Sent to Active Clients Every Friday
Scheduling the Presentation - Sent 2 Weeks Prior to Desired Date
Presentation Reminder - Sent 3-4 Days Prior to Presentation
Sending Refinements - Sent following presentation if needed
Scheduling Installation Date
Installation Reminder and Details - Sent 5 Days Prior to Installation
Installation Summary and Punch List - Sent Following the Installation