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Client Onboarding Email Swipe File
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Client Onboarding Email Swipe File

$14.99
Email templates for handing a client over to someone else, so the handover reads as planned rather than abrupt. Written for agencies and professionals passing work between people.

What’s inside

Markdown (.md) · 9 sections · about 1,258 words

  • 1️⃣ Welcome & First‑Step Confirmation
  • 2️⃣ “Your Toolkit Is Ready” – Delivering Resources
  • 3️⃣ “First Milestone Completed” – Celebrating Progress
  • 4️⃣ “Need Your Input” – Requesting Feedback
  • 5️⃣ “Mid‑Project Check‑In” – Reinforcing Value
  • 6️⃣ “Final Deliverable & Wrap‑Up” – Closing the Project
  • 7️⃣ “Referral Request” – Leveraging Satisfaction
  • 8️⃣ “Re‑Engagement Offer” – Upsell After 30‑Days
  • How to customize these emails

Read straight from the file you download — these are its own section headings.

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