Onboarding & Client Comms
Welcome emails, access requests, kickoff agendas, and 30-day checklists for new trades retainers.
First-30-day client communication templates. Onboarding strategy and renewal timing are covered in the onboarding guide cluster.
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.
Open template →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.
Open template →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.
Open template →30-Day Onboarding Checklist Email
Email outlining the first 30 days for a new trades marketing client — week-by-week deliverables so owners know you’re not disappearing after the deposit.
Open template →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.
Open template →Slack/Teams Channel Welcome Message
Welcome message for a shared Slack or Teams channel with a trades client — sets response times, what to post vs email, and keeps dispatchers in the loop.
Open template →First Week Expectations Email
Email clarifying what trades clients should expect in week one of a marketing engagement — no rankings yet, lots of setup, and why that’s normal.
Open template →Browse other tool categories
Templates get the words. DealRaw gets the list.
After you customize these scripts, pull callable trades operators by city and trade on DealRaw.
Lifetime from $985