Free template · Onboarding & Client Comms
White-Label Agency Handoff Email
Email template for agencies delivering trades marketing under their brand while using offshore or subcontractor fulfillment.
Clarify roles when your agency white-labels SEO for trades clients. LATAM agency guide covers positioning; this is client-facing handoff copy.
Handoff email
Subject: Your NorthPeak Digital team for Johnson HVAC You will see reports from NorthPeak Digital only. Implementation may include vetted specialists under our QA. Your strategist: [name]. Response SLA: 1 business day. Reply with any access credentials we still need.
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.
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✍️ Subcontractor Content Brief for Trades
Brief for writers or VAs creating GMB posts and service pages for US trades clients without off-brand AI fluff.
💼 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.
📆 Weekly Client Check-In Email
Short weekly email template for trades retainers: wins, blockers, and one ask, readable on a phone between jobs.
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 "LATAM Agencies: Winning USD Retainers from US Trades Owners (Not US Homeowner SEO)" 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.