Communicating with Clients

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Below are the emails I use when responding to client requests and onboarding. Use Streak to add it as a canned email responses 😉


01a. New Client Request (need more info)

 

Thanks for reaching out! Congrats on the new novel!

I have a couple of questions before we chat: 

  • Do you have any examples of websites, images, magazine layouts you admire? And/or perhaps the <product name>?

  • I see that <website> is a <Wordpress / Shopify / Wix > site, would you be open to making it a Squarespace site? I can discuss the pros and cons with you if that's a deal breaker.

  • Your current site has a lot of blog posts, will these need to be migrated over?

  • What do you think the content will be on the site? Do you have copy?

Cheers,
Puno


01b. New Client Request (Let’s chat!)

Thank you for reaching out! 

I would love to chat with you about your project. Before we move forward, I just want to let you know that my next availability is in August. 

If that works for your schedule, let's setup a time to chat! Any of these times work for you? https://calendly.com/name

Cheers,
Puno


02. Assets and Process

Hey hey ___! 

Great chatting with you!  

Once I've got all your assets, I'll put together an estimate and potential start date! Here's a breakdown of my process.

Please fill out as much as possible and I'll let you know if I have questions:
< insert Site & Content Inventory > 

Cheers,
Puno


03. Estimate and Start Date

Hi ____,

Thank you for filling out the Site & Content Inventory page! 

I'm estimating the cost would be about between $3000 - 3900. The cost varies by feedback and how much you want to take on (eg, Image Optimization). 

< insert estimate table > 

I can start on this by ____ (pending you've paid the 50% deposit of $1500) and it'll probably take about a month to finish. 🙂

As I mentioned before, I typically charge hourly ($150/hr) in the event there are unforeseen asks, but I'm very proactive about letting you know what will take us over the estimate. The last thing I want is for you to be surprised by an invoice! 

Let me know if this all sounds OK to you and I'll create a contract and send an invoice for the deposit!

Cheers,
Puno


04. Contract and Deposit

Hey _____,

Here is the contract and I just sent an invoice for the deposit. 

Let me know if you have any questions! 

Cheers,
Puno


05a. Revisions (within estimate)

Hey _____,

Great chatting with you!

Here’s a recap of the revisions we discussed on our call.

  • XXX

  • XXX

  • XXX

I’ll go ahead and get started on these and will have another pass to you by [ date ].

Cheers,
Puno


05b. Change Requests (outside of estimate)

Hey _____,

Great chatting with you!

Here’s a recap of the change requests we discussed on our call.

  • _____ : 2 hours

  • _____ : 2 hours

  • _____ : 1 hour

This would cost about $XX, let me know if that sounds good to you and I’ll add it to the final invoice!

Cheers,
Puno