Welcome new client
After they sign.
- Snippet
- Client onboarding
- 4 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 today
I will take it from there. Orange words are blanks you have not filled yet. Blue words fill in by themselves, such as today’s date or a random pick. Press ⌘ Return to copy.
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
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.
Template source
The template as written, with its blanks in double braces, such as {{Name}}.
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.