Free template · Onboarding & Client Comms
Access Request Email for Trades Clients
Email listing every account access you need from a new trades client — GMB, Analytics, Ads, CMS — with owner-friendly instructions and security reassurance.
Request Google and website access without confusing trades owners. The first thirty days onboarding guide lists the full access stack; this is the client-facing email.
Access request
Subject: Access needed for Rosa's Landscaping — 10 min setup Hi Rosa, To start work on Rosa's Landscaping, please add alex@localgrowth.co as a MANAGER (not owner) on: ☐ Google Business Profile (business.google.com → Users) ☐ Google Analytics + Search Console ☐ Website CMS (WordPress/Wix/Squarespace) ☐ Google Ads (if we're running ads) You keep ownership of every account — I never hold passwords hostage. Reply when done or loop in your office manager. Happy to jump on a 5-min screenshare. Thanks, [Your name]
Screenshare offer SMS
Hi Rosa — access email sent for Rosa's Landscaping. If Google permissions confuse your office, I can screenshare in 5 min. Reply SCREEN and I'll call.
Turn research into callable leads
These tools help you plan offers and pitches. DealRaw gives you the list: phone numbers, emails, neglect scores, saved lists, and daily email alerts on Pro — filter by city and trade.
Related templates & tools
👋 Client Welcome Email for Trades Retainers
Welcome email for new HVAC, plumbing, or pest control retainer clients — sets tone, introduces your process, and tells them exactly what happens in week one.
🎨 Brand Asset Request for Trades Clients
Request logo files, truck photos, uniform shots, and license numbers from trades clients — formatted so office managers know exactly what to send.
📅 Kickoff Meeting Agenda for Trades
30-minute kickoff agenda for trades marketing clients — introductions, goals, access, content approvals, and what success looks like at day 30.
FAQ
- Is this template free to use?
- Yes. All DealRaw freelancer templates and calculators run in your browser with no account required. Customize the output and paste into your CRM, email, or proposal doc.
- How is this different from the guides?
- This page gives you ready-to-use copy. The related guide "First 30 Days Client Onboarding Checklist for Trades Marketing Retainers" covers strategy, timing, and when to use it — complementary, not duplicate content.
- Can I use this for HVAC, plumbing, and other trades clients?
- Yes. These resources are built for US home-service and trades operators — HVAC, plumbing, pest, landscaping, roofing, and similar verticals where owners answer the phone and buy on ROI math.