Free template · Proposals & Scope Templates
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.
This template is the first email after signature for HVAC or roofing clients. The first thirty days onboarding guide covers the full timeline; this is the day-one send.
Kickoff email
Subject: Atlas Roofing kickoff — Tuesday March 4 at 8:00am CT Hi Tom, Welcome aboard — excited to get Atlas Roofing more booked jobs from Google. KICKOFF CALL: Tuesday March 4 at 8:00am CT (30 min, Zoom link below) We'll cover: 1. GMB optimization and call tracking setup 2. Who on your team approves photos and truck shots 3. Your service area map and seasonal priorities Please have admin access ready for Google Business Profile and your website CMS if possible. See you Tuesday March 4 at 8:00am CT. — Alex
Internal prep checklist
Before kickoff for Atlas Roofing: ☐ Confirm Tuesday March 4 at 8:00am CT on calendar with Zoom link ☐ Pull baseline GMB screenshot and 3 competitor listings ☐ Draft week-1 task list for GMB optimization and call tracking setup ☐ Send access request email if not already done
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.
🔐 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.
📅 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.