NexoPad

Agency discovery call invitation email template

To suggest a first call and understand the project properly before preparing a proposal.

AgenciesTone: Friendly79 words
Hi customer name, Thanks for thinking of us for Project or need. Before we put together a proposal, I'd like to understand exactly what you're looking for. How about a Duration call to cover: • Project goals and audience. • Timeline and rough budget. • Who makes decisions and how you like to work. Do any of these times work for you? Proposed dates and times If you have examples or references you like, bring them along. Best regards,

The parts in blue fill in on their own, or NexoPad asks you for them when you type the shortcut.

How to use it in NexoPad

  1. 1Add it or copy it

    Click “Add to NexoPad” if you have the extension, or “Copy for NexoPad”: it’s copied with its variables.

  2. 2Create the snippet

    In NexoPad, create a new snippet, paste the text and give it the shortcut /agencybrief.

  3. 3Type it anywhere

    In Gmail, Zendesk or any website, type /agencybrief and fill in the blanks.