All answers
5 canned answers · fields use [[field name]] · staff can add personal notesWelcome / introduction
Hello client name,
I wanted to reach out to introduce myself as your consultant. My name is your name.
Please check out the examples below and make note of any questions you have.
Kickoff call scheduling
Hi client name,
Excited to get started! Let’s lock in our kickoff call. Are you free on date at time?
I’ll send over a calendar invite. Looking forward to it.
Proposal follow-up
Hi name,
Just following up on the proposal for project I sent over earlier this week. The investment comes to price, with a start date of start date.
Happy to hop on a quick call if anything needs clarifying.
Invoice reminder
Hi name,
A friendly nudge that invoice invoice number for amount is due on due date. You can settle it securely using the link in the original email.
If you’ve already taken care of it, please ignore this note — and thank you!
Bug report acknowledgement
Hi name,
Thanks for flagging the issue with issue — I’ve been able to reproduce it on my end. I’m on it now and expect a fix by eta.
I’ll follow up the moment it’s resolved.