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Access to most of our resources is included in our Career Member plans.
Career Members can access this resource here without purchasing it below.
Set the Tone for a Successful Start
Your client just signed on, had a productive first call — and now they’re waiting to see if you’ll follow through.
This email template helps you impress from day one. It’s the kind of follow-up that builds trust, reduces confusion, and reinforces that hiring you was a smart move.
Why This Follow-Up Email Matters
It’s not just a courtesy. It signals that you’re switched on, organised, and ready to deliver.
This email template is designed to:
- Show clients you’re proactive and reliable
- Clarify next steps for both you and them
- Minimise misunderstandings before work begins
- Reinforce availability, expectations and structure
- Keep your team and the client aligned from the outset
It’s short, sharp and easy to adapt — making it ideal for time-poor teams and busy clients.
What’s Inside
This resource gives you a complete email template designed to be sent within an hour of an onboarding call.
It includes:
- Clear headings to structure your summary
- How to list mutual action items with clarity
- Work schedule breakdowns that set expectations
- WIP (Work in Progress) meeting details
- Notes on retainer hours, time tracking and public holidays
- Options for handling overtime and point-of-contact info
Highly Customisable
Built initially for teams onboarding new clients into Executive Assistant (EA) services, this email template is easily customised for any virtual support or freelance relationship.
Whether you’re setting up systems, establishing work rhythms, or introducing team members — this email keeps things clear and calm.
Use It When:
✔️ You’ve just finished your first call with a new client
✔️ You want to outline what’s been agreed and what’s next
✔️ You need a clear, professional way to summarise key details
✔️ You want to stand out as the kind of support partner clients trust
A Great First Week Starts With a Great First Email
Don’t leave your new client guessing. Show them they’ve made the right decision.
Purchase Access: 6 months
To gain access to this resource for 6 months without becoming a Career Member, purchase below:
REMINDER: Career members can access this resource HERE at no additional cost!