Welcome new client

• Snippet
• Client onboarding
• 5 blanks to fill

Hi Name,

I am excited to start on Project! Next steps:

1. Pay the deposit: Invoice link
2. Fill in the brief: Brief link
3. Kick-off call on Date

I will take it from there.

About this template

After they sign.

Category

Freelancers and agencies

Pack

Client onboarding

Type

Snippet, a short message

Asks for

Name, Project, Invoice link, Brief link, Date

Use it anywhere you write: email, chat, a document or a support tool. If you send it often, save the finished text as a snippet in ClipBuddy and paste it again from your clipboard history with ⌘⇧V.

Hi {{Name}},

I am excited to start on {{Project}}! Next steps:

1. Pay the deposit: {{Invoice link}}
2. Fill in the brief: {{Brief link}}
3. Kick-off call on {{Date}}

I will take it from there.

More freelancers and agencies templates

• Deposit invoice Snippet Asks for upfront payment.
• Brief questionnaire Snippet Collects project info.
• Access request Snippet Logins you need.
• Communication preferences Snippet Sets expectations.
• Kick-off agenda Snippet First meeting.
• Inquiry reply Snippet Responds to a lead.

See all 50 freelancers and agencies templates