Tell new clients how you work, how to give feedback and when invoices are due, before problems start.
# Client Welcome Packet Send this right after the deposit clears. It answers the questions clients would otherwise ask by email ten times, and sets the rules before anyone is annoyed. --- **Subject:** Welcome aboard: how [PROJECT NAME] will run Hi [CLIENT FIRST NAME], Your deposit has arrived. Thank you! [PROJECT NAME] is officially on my calendar. Here is everything you need for the next [X] weeks. ## 1. Key dates | Milestone | Date | Who | |-----------|------|-----| | Kickoff questionnaire + assets due | [DATE] | You | | Kickoff call ([30] min) | [DATE, TIME, TZ] | Both | | First draft | [DATE] | Me | | Your consolidated feedback | [DATE] | You | | Final delivery | [DATE] | Me | If anything on your side slips, the dates after it move by the same amount. I'll always tell you if anything on my side changes. ## 2. What I need from you (by [DATE]) - [ ] Kickoff questionnaire: [LINK…
Want the full set? Get-Paid Bundle ($49) or the Everything Bundle ($69).