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 email alerts on Monthly. 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.