Free template · Onboarding & Client Comms
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.
Set expectations for the first month of a trades retainer. The week-by-week first 90 days guide scales this to a quarter; this email covers month one only.
30-day roadmap email
Subject: Your first 30 days — North Star Roofing Hi Brian, Here's what GMB + local SEO looks like week by week: WEEK 1: Access, baseline audit, call tracking live WEEK 2: GMB optimization, photo upload, category fixes WEEK 3: On-page SEO fixes, first Google posts published WEEK 4: Month-1 report + plan for month 2 You'll get a short update every Friday. Flag anything urgent by text. — [Your name]
Week 2 preview
Heads up for week 2, Brian: we'll need fresh job photos for GMB + local SEO. Send via text or the upload link — before/afters and trucks on site work great.
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
📅 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.
👋 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.
📈 Monthly Report Intro Generator
Opening paragraph for monthly marketing reports to trades clients — leads with calls and booked jobs, not keyword tables owners will never read.
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 "Week-by-Week First 90 Days Plan for a Trades Marketing Freelancer" 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.