Free template · Onboarding & Client Comms
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.
Welcome new trades retainer clients with this email template. The trades client onboarding and renewal playbook covers the full 12-month journey.
Welcome email
Subject: Welcome to the crew — Jim's Plumbing starts March 1 Hi Jim, Thanks for trusting me with Jim's Plumbing's marketing. Goal #1: more emergency and drain cleaning calls from Google. WEEK ONE: • Kickoff call (calendar invite sent separately) • Access requests for Google, website, and call tracking • Baseline report — where you stand today before we move numbers I respond within one business day. For urgent site outages, text me directly. Let's get the phones ringing. — Alex
What to prep before kickoff
Before we meet, Jim: • Who approves Google posts and ad copy? • Best number for urgent site issues • One crew photo or truck shot (phone pic is fine) Goal stays: more emergency and drain cleaning calls from Google.
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
🚀 Project Kickoff Email for Trades Clients
Kickoff email after a trades owner signs — sets expectations, lists access you need, and books the first working session without overwhelming a busy dispatcher.
1️⃣ 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.
🔐 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.
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 "Client Onboarding That Sets Retainers Up to Renew" 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.