Email template to be used after Kick-off Call.
Here is an email template to send after your first call. Please adjust it as needed! :)
Subject: Follow-Up & Next Steps from Our Kickoff Call
Hey [Client Name],
Thanks again for a great meeting today! We loved getting to know you and are so excited to work with you. Below is a quick recap of our discussion and a few next steps to keep things moving smoothly.
Meeting Recap & Next Steps
📌 Slide Deck: I’ve attached the deck from our kickoff call—feel free to reference it anytime.
📆We scheduled our next meeting for (Insert date & time)
🔹 What We Need from You:
- New Client Questionnaire – Please fill this out by [24 hours before next meeting] so we have time to review it. (It should take about 30 minutes.) [Insert Link]
- Account Access – We’ll need access to several platforms. You can find the list and instructions here: [Insert Link]
- Brand Assets Upload – Please upload all brand materials (logos, imagery, brand guide, etc.) to this Google Drive folder: [Insert Link]
If you have any questions or need anything from us, don’t hesitate to reach out. We’re here to help!
Looking forward to diving in. Talk soon!
Best,
[Your Name]