Free template · 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: ☐ Logo (PNG with transparent background if possible) ☐ 10+ job photos (before/after, crews on site, trucks) ☐ License # and insurance info for footer ☐ Preferred phone number for click-to-call ☐ 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 daily email alerts on Pro — filter by city and trade.
Related templates & tools
🔐 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.
📍 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.
👋 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.