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Onboard new clients OR get existing projects un-stuck with these battle-tested email templates:

For New Projects/Clients

Swipe files for every touchpoint with your client during the project delivery process. Watch the video above to gain clarity on this.

After creating a sitemap on the client’s website (or the dev environment), invite them to approve this stage.
Since this is an easy deliverable, make sure you do it fast (on the same day as the discovery or day after), this will build the needed momentum as you’re kicking off the project.

Sitemap Plugin: https://wordpress.org/plugins/slick-sitemap/

Watch the training video to see why and how to use this template:

SEND THIS TO YOUR CLIENT (change the marked brackets):
“Hey [Client Name],
Hope you’re doing great.
Now that we have all the details we need to get started, I created a “Sitemap” for our project.
This stage lists out all the components of the website so that we can agree on what we will be building.

Click here to access it: [Insert URL to client’s site or development enviornment]

I installed a visual collaboration system on your website that will allow us to communicate smoothly and save a lot of time through the process.
Simply click the + icon on the right side of the screen to choose any part of the sitemap to leave a request.
The messages will go directly to me so I can take action on the requests.
If you want to learn a little more about it, here’s a short video: https://www.youtube.com/watch?v=PtTHZgRdK5A&ab_channel=WPFeedBack

I would like to build momentum as we’re going through the project, so please go through this page today or tomorrow the latest (Estimated 5-10 minutes of your time).

Let me know if you have any questions”

Once the sitemap is approved and you created the wireframes on the client’s website (or the dev environment), invite them to approve this stage.

We provided page templates for the major page builders to help you create rapid prototypes and wireframes within minutes.

On this stage, you will approve the layout and also collect the content for the project.
Allow your client to complete this stage in “2 days and a weekend”. This is how we define a revision round.

Watch the training video to see why and how to use this template:

SEND THIS TO YOUR CLIENT (change the marked brackets):

“Hey [Client Name],
Hope you’re doing great.
I’ve finished creating the wireframes for the project.
Wireframes are the blueprints of the website. After this stage is complete we will move to the development and design stage of the project.

On this stage, I’d like you to go through the pages and let me know if there’s anything we missed on the layout (the structure of the pages).

Also, this is our opportunity to collect the content that will be displayed on different pages.
I added placeholder text on all the titles and text blocks.

Please use the visual collaboration system to add the content throughout the site.
Like before, simply click the + icon on the right side of the screen to choose any part of the page to attach a message.
If you want to learn a little more about it, here’s a short video: https://www.youtube.com/watch?v=PtTHZgRdK5A&ab_channel=WPFeedBack

Click here to access the home page: [Insert URL to client’s site or development enviornment]

I’ve allocated 2 days and the weekend for you to go through and provide the required feedback and content (Estimated 2 hours of your time).
Once this stage is done, we’ll start the development and design stage.

Let me know if you have any questions”

After the prototype is approved and you gathered all the content visuall and within context on the previous stage, you can develop and design the website.
Then, invite the client to approve the design.

We suggest providing 2 revision rounds on this stage, each taking 2 days and a weekend.

Watch the training video to see why and how to use this template:

“Hey [Client Name],
Hope you’re doing great.
The design is ready for your approval!

As we’re approaching the end of the project, I’d like you to go through the pages and let me know if there’s anything we missed on the design or anything needs changing.
If you get inspired with additional requests at this stage, please note them down. We might include them, or make a list of requests that will add at a later date, if out of scope.

Please use the visual collaboration system to add your notes throughout the site.
Simply click the + icon on the right side of the screen to choose any part of the page to attach a message.
If you want to learn a little more about it, here’s a short video: https://www.youtube.com/watch?v=PtTHZgRdK5A&ab_channel=WPFeedBack

Click here to access the newly designed home page: [Insert URL to client’s site or development enviornment]

I allocated 2 revision rounds for this stage, each “revision round” is defined by 2 days and a weekend, like before (Estimated 1 hour of your time).
Once this stage is done, we can launch the website!

Let me know if you have any questions”

After the design is approved and you finished your “pre-launch checklist“, as well as get paid for the project, you can launch the website.
Then, invite the client to connect to their new website.

After the launch, the client’s mindset changes and you are no longer a priority on their schedule. Therefore, they will send you less and less information to tackle issues. Steer them in the right direction for any new request to form a habit (click the + icon on your site and leave a message there).

Watch the training video to see why and how to use this template:

“Hey [Client Name],
Hope you’re doing great.
The website is now live!

Use these logins to connect to your new website:
Username: [client username] Password: [client password]

From your phone, please click on this link and save it to your phone’s home screen.
Andriod: Tap the menu button and tap Add to home screen.
Apple: Tap the Share button on the browser’s toolbar and tap the Add to Home Screen icon.

Account 3

This will give you direct access to your website as well as reach out to me if you need anything.
Simply click the + icon on the right side of the screen to choose any part of the page to attach a message.
You can also open the feedback sidebar (below the + icon) and click the “General” button to make generic requests that are not about a specific part of the page.

Click here from your phone: [Insert URL to the client’s site that includes the login parameter]

Congratulations!

Let me know if you have any questions”

Account 4

For Existing Projects/Clients

Get an existing project un-stuck and train your existing clients on the new system you’re implementing within your business:

Send this to your client if they failed to deliver the content and are procrastinating which is delaying the completion of the project.

“Hey [Client],
Hope you’re doing great.

I know providing content for a website can be a daunting task. This usually happens if there’s not enough clarity as to how it’s supposed to be done.

If that is the case, I apologise for lack of clarity and I implemented a system to help us passed this hurdle so we can get the project back on track.

I’ve installed a great feature called WP FeedBack on your website that will allow you to submit content in a much easier and efficient way so we can get your project up and running again.

It makes the process super simple, just click the + icon on the website to leave the new content visually and within context.

If you want to learn a little more about it, here’s a short video: https://www.youtube.com/watch?v=PtTHZgRdK5A&ab_channel=WPFeedBack

I’ve already got you all setup to get going, after watching the video simply hit this link: {Insert URL to client’s site or development enviornment}

And start entering in the content! This new feature can even be used on your tablet or your phone!

Let me know if you have any questions”

Send this to your client if they failed to provide feedback on the design and are procrastinating which is delaying the completion of the project.
OR if the feedback they sent over isn’t clear enough and requires multiple back and forth to complete.

“Hey [Client],
Hope you’re doing great.

Sometimes, approving a design for a website can be a daunting task. This usually happens if there’s not enough clarity as to how it’s supposed to be done.

If that is the case, I apologise for lack of clarity and I implemented a system to help us passed this hurdle so we can get the project back on track.

I’ve installed a new feature on your website that will make it super easy to tell me what you like, and what you don’t like.

It makes the process super simple, just click the + icon on the website to point out any part of the design.

If you want to learn a little more about it, here’s a short video: https://www.youtube.com/watch?v=PtTHZgRdK5A&ab_channel=WPFeedBack

I’ve already got you all setup to get going, after watching the video simply hit this link: {Insert URL to client’s site or development enviornment}

And start adding notes on the page! This new collaboration system can even be used on your tablet or your phone!

Let me know if you have any questions”

Send this to your client if you are bombarded by support requests and duplicate requests or if the client is reaching out to you on multiple platforms (email+phone+whatsapp…) or if the requests from the client are not clear enough and require back and forth.

“Hey [Client], Hope you’re doing great. I think we are both feeling a little overwhelmed at the moment due to our communications being in multiple different places and it’s slowing down the progress of tasks on your website.

To combat this and get things sorted for you quicker and easier, I have installed a new feature on your website that will make it super easy to tell me what you like, and what you don’t like or flag anything that needs my attention.

Here is a quick video that explains how to use it: https://www.youtube.com/watch?v=PtTHZgRdK5A&ab_channel=WPFeedBack

I’ve already got you all setup to get going, after watching the video simply hit this link: {Insert URL to client’s site or development enviornment}

And start adding notes on the page!

This new collaboration system can even be used on your tablet or your phone!

Since this is now going to be the way we will communicate with each other: From your phone, please click on this link and save it to your phone’s home screen.

Andriod: Tap the menu button and tap Add to homescreen.
Apple: Tap the Share button on the browser’s toolbar and tap the Add to Home Screen icon.Account 5

This will give you direct access to your website as well as to reach out to me if you need anything. Simply click the + icon on the right side of the screen to choose any part of the page to attach a message.

You can also open the feedback sidebar (below the + icon) and click the “General” button to make generic requests that are not about a specific part of the page.

Click here from your phone: [Insert URL to client’s site that includes the login parameter]

Let me know if you have any questions”

Checking In With Clients

Lead your project and relationship with your client by following up and following through in case they act or don’t.

If the client fails to act we must put our foot down and take responsibility over the relationship with the client.

Send this message 5 days after the initial “un-stuck” message for all 3 scenarios.

“Hey [Client],
Hope you’re well.

Just thought I’d check in as I haven’t received any notifications about any updates using the new feature I installed around 5 days ago.

I want us to get going on your website with a clean slate. Please reply within the next few days to let me know the situation.
If we can’t get it up and running, I will be sending you an invoice for the remainder of the project.

Awaiting your reply,
Best”

Send this to the client if they took action after the initial “un-stuck” email, to acknowledge their behaviour and encourage it for the future:

“Hey [Client],
Hope you’re doing great.

I can see that you’ve been using the new feature I installed on your website, which is amazing. I can clearly see everything you need.

How has the experience been for you?

Looking forward to moving onto the next stage of the project, I’ll be taking care of what you’ve done right now.

Please keep using this new feature and we’ll have this finished in no time!

Speak soon”

Atarim

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