NexoPad

Briefing call recap email template to confirm project scope

To put in writing what you understood on the briefing call and get the client to confirm it before the proposal.

AgenciesTone: Clear83 words
Hi name, Thanks for the call today. Here's a summary of what we understood, so we can make sure we're aligned: • Goal: Main goal • Deliverables: Agreed deliverables • Key date: Delivery or launch date • Estimated budget: Budget range Anything not on this list would be outside the scope. If something is missing, it's best to add it now. Could you confirm this is correct? Once you give the go-ahead, we'll send you the detailed proposal within a few days. Best,

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

    Click “Add to NexoPad”: it’s saved as a snippet, with its variables.

  2. 2Type the shortcut

    In Gmail, Zendesk or any website, type /briefrecap.

  3. 3Fill in and done

    NexoPad asks you for the missing details and fills in the dates for you.