Free · 300 templates · in 5 languages

Ready-to-use text templates

Support replies, sales emails and messages for your customers. Copy them, or save them in NexoPad and type them with a shortcut.

Agencies/agencyprop

Send a services proposal

Hi customer name, Thanks for the meeting. Based on what you told me about Client's goal, here is our proposal for Type of service. It includes: • What we'll do in each phase and what you'll get. • Estimated timeline: Estimated timeline. • Total investment: Amount. The proposal is valid until date + 15 days. If you like, we can go through it together on a 20-minute call and adjust anything you need. Best regards,
Agencies/kickoff

Kick off a client project

Hi customer name, We're all set to get started. Here's a quick summary of how we'll work on Project name. Team: Team members and their roles Timeline: we start today, today’s date, and the planned delivery date is Delivery date. First steps: 1. Kickoff meeting to align on goals. 2. We receive your materials and access. 3. We send you the first draft to review. Our main channel will be Communication channel. Best regards,
Agencies/clientassets

Ask the client for materials and access

Hi customer name, To move forward with Project name, we need you to send us the following: List of materials (logo, copy, photos, access) You can upload everything here: Shared folder link. For access, it's safer to How to share access than to send passwords by email. If we have it by date + 5 days, we can keep the agreed delivery date. If anything is missing, let me know and we'll find a workaround. Thanks,
Agencies/wipreview

Send work in progress for review

Hi customer name, The latest version of Deliverable is ready for your review: Link In this round, it would help most if you looked at: What the client should review For now, there's no need to focus on What to ignore. Could you send us your feedback by date + 3 days? That way we stay on schedule. If it's easier, we can go over it on a short call. Best regards,
Agencies/scopechange

Quote a change outside the agreed scope

Hi customer name, Thanks for the idea about Requested change. It makes sense and we can do it. Since it wasn't included in the scope we agreed on, here's what it would involve: • Additional cost: Extra amount. • Additional time: Extra days. I suggest we Proposed option. Let me know how you'd like to proceed and I'll put it in writing before we start. Best regards,
Agencies/projdelay

Notify the client of a project delay

Hi customer name, I want to give you a heads-up: delivery of Deliverable is delayed. The reason is Reason. The new delivery date is New date. In the meantime, here's what we're doing: Steps to get back on track I'm sorry for the change of plans. If this date affects you, let me know and we'll decide together what to prioritize. Best regards,
Agencies/finaldelivery

Deliver the finished project

Hi customer name, Everything is ready: today we're delivering Project name. What's included: List of deliverables How to access it: Access link or instructions For Support period, we'll fix any bug you find at no cost. Just reply to this email. It's been a pleasure working with you. Thank you for your trust. Best regards,
Agencies/monthlyreport

Send the monthly client report

Hi customer name, Here is the report for Month. You can see the full version here: Report link Highlights: Wins and results this month For next month, we propose: Plan for next month Overall, the month went Assessment. If you'd like, we can talk it through on a quick call. And if you have any questions about the numbers, just reply to this email. Best regards,
Agencies/retainerrenew

Propose a retainer renewal

Hi customer name, Our Service contract ends on End date, and before then I wanted to propose renewing it. During this period, we've achieved: Key results For the renewal, I suggest we Terms. Would you be free for a call before date + 7 days to talk it over? Thank you for continuing to trust us. Best regards,
Agencies/agencytestim

Ask for a testimonial after a project

Hi customer name, Now that Project name is up and running, I'd like to ask you a small favor. Would you write a few lines about what it was like to work together? It really helps other clients get to know us. You can leave it Where to leave it. If you're not sure where to start, these questions might help: • What did you need to solve? • How was the process? • What results have you noticed? Thanks in advance,
Agencies/agencybrief

Invite to a discovery call

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,
Agencies/clientonboard

Send the client onboarding checklist

Hi customer name, Welcome to Your agency name. To get off to a good start, here's what we need from you this week: 1. Sign the contract and statement of work. 2. Fill out the onboarding questionnaire: Questionnaire link 3. Give us access to the tools we'll need. 4. Let us know who will approve deliverables. Ideally, all of this by date + 5 days. We'll track it in Where to track the checklist. If you have any questions, just reply here. Best regards,
Agencies/launchok

Ask for approval before launch

Hi customer name, Deliverable is ready to Action. You can review it here: Review link Before we go ahead, we need your written approval. Please check in particular: • Copy, names and contact details. • Prices, dates and links. If everything looks good, just reply “Approved.” If you'd like anything changed, let us know in your reply. To keep the planned date, we need your answer by date + 2 days. Best regards,
Agencies/revisionlimit

Remind the client of the revision limit

Hi customer name, Thanks for your feedback on Deliverable. We're already working on it. Just a quick note to keep in mind: the project includes Rounds included and this is Current round. If more changes are needed after that, we're happy to make them at Price per extra round per round. To get the most out of this round, I'd suggest gathering all of your team's changes in a single message. Best regards,
Agencies/milestoneinv

Send a project milestone invoice

Hi customer name, We've completed the Milestone name milestone for Project name. As agreed in the payment schedule, please find the invoice attached. • Amount: Amount • Due date: date + 15 days • Payment method: Payment method As soon as the payment comes through, we'll start the next phase. If your accounting team needs any other details, let me know and I'll send them over. Thanks,
Agencies/projectonhold

Put a project on hold

Hi customer name, To keep moving on Project name, we need the following: What's missing (materials, answers or approvals) We first asked for this on Date of first request and haven't received it yet, so as of today, today’s date, we're putting the project on hold. That way we avoid working on assumptions that might need to be redone later. As soon as you send it, we'll pick things back up. Please note that the delivery date Impact on delivery. If you need help pulling it together, let me know. Best regards,
Agencies/newteammate

Introduce a new team member

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,
Agencies/secureaccess

Request access securely

Hi customer name, To get started on Task, we need access to Tool or account. To keep things secure, could you please Secure method? Please don't send passwords by email or chat. Permission level access is all we need. When the project ends, we'll let you know so you can remove our access. Thanks,
Agencies/qbrmeeting

Invite to a quarterly strategy meeting

Hi customer name, The quarter is coming to an end, and it's a good time to review how things are going and plan what's next. I'd suggest a one-hour meeting Format. Possible times: Proposed dates and times Agenda: 1. Quarterly results against our goals. 2. What worked and what we'd change. 3. Priorities and budget for Next quarter. Feel free to invite anyone else from your team. We'll send you a summary of the numbers before the meeting. Best regards,
Agencies/offboarding

End the collaboration and hand over

Hi customer name, As we discussed, our work together on Service ends on End date. To make the transition easy, here's the handover plan: 1. All source files are available here: Final folder link 2. We'll send you documentation for everything we managed. 3. Once you have everything, remove our access to your tools. If your new team needs it, we can Extra help. Thank you for these months of working together. Best regards,