Email template to introduce a new agency team member to a client

To introduce the client to the person joining their account or taking it over from now on.

AgenciesTone: Friendly58 words
Hi customer name, I'd like to introduce Person's name, who is joining our team as Role. Starting Start date, they Their role. A little about their background: Short introduction of the person I've copied them on this email so you have their contact details. Nothing changes in what we agreed: same timelines, same way of working. 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 /newteammate.

  3. 3Type it anywhere

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