Free template Ā· Onboarding & Client Comms
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.
Collect brand assets from HVAC and landscaping clients without endless back-and-forth. Essential for GMB photo sprints and website launches in onboarding week one.
Asset request email
Subject: Photo & logo request, Bright Electric Hi office manager Lisa, For Google and website updates, please upload by end of this week to https://dropbox.com/request/abc123: ā Logo (PNG with transparent background if possible) ā 10+ job photos (before/after, crews on site, trucks) ā License # and insurance info for footer ā Preferred phone number for click-to-call ā Any current promo (financing, $ off tune-up, etc.) Phone photos are fine, we'll crop and brighten. Thanks!
Follow-up if no upload
Hi office manager Lisa, still need logos and crew shots for Bright Electric by end of this week. Phone photos are fine; we can start GMB work with 5 images minimum. Link again: https://dropbox.com/request/abc123
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 email alerts on Monthly. filter by city and trade.
Related templates & tools
š 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.
š GMB Optimization Scope Bullets
Copy-paste scope bullets for Google Business Profile optimization proposals to HVAC, pest, and landscaping clients, categories, photos, posts, and Q&A.
š 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.
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.