Start the relationship
Client onboarding emails
Seven complete messages for the moments that most often stall a new project.
9 pages · 2 fillable fields · Digital PDF
$4.99 USD · one-time purchase
Buy the PDF — $4.99A downloadable workbook. No physical item is shipped. Applicable tax is shown at checkout. Delivery, refunds, and privacy.
A clearer way
to do the work.
Includes welcome and specific input request; missing-input reminder and kickoff confirmation; approval request and approval reminder; revised-date confirmation and send checks.
Choose the message that matches the situation. Read its send condition, then adapt the reusable blank subject and body. The companion text file contains the same seven examples for easy copying.
Inside the workbook
Original examples, practical instructions, and space to apply them to your own project.
- Welcome and specific input request
- Missing-input reminder and kickoff confirmation
- Approval request and approval reminder
- Revised-date confirmation and send checks
- 1-page templates-only PDF companion
- Plain-text copy of all seven email examples
Take a look inside.
This is an actual page from the workbook.
Before you buy
How is my PDF delivered?
After your payment is confirmed, download the PDF from the confirmation page. We also email a private download link to the address you enter at checkout. Check your spam folder if the email is missing, or contact purchase support.
What do I receive?
One 9-page digital PDF with completed examples and 2 fillable fields, plus a companion ZIP containing the templates-only PDF. The ZIP also includes plain-text emails. The 3D booklet image is a digital product mockup; the sample shows an actual page from edition 02. No printed book or shipping.
Can I type into it or print it?
Yes. Use a compatible PDF reader to complete the worksheet fields and save a copy for each project. Test one saved entry first. You can also print the letter-size pages and write by hand.
Can I use it with clients?
Your purchase permits use and adaptation within your business and client work. You may share completed client-facing pages with that client. You may not resell, redistribute, or publish the blank workbook or templates as a competing product.
Is this a contract or a promise of results?
No. It is an operational workbook. Adapt it to your engagement and capacity. Examples are fictional, and the material does not create legal terms or guarantee business outcomes.
How do I get help with a purchase?
Email rlogank@icloud.com with the product name and your purchase reference. Do not send card details or passwords.