Onboarding
2 canned answers · fields use [[field name]] · staff can add personal notesWelcome / introduction
Hello client name,
I wanted to reach out to introduce myself as your consultant. My name is your name.
Please check out the examples below and make note of any questions you have.
Kickoff call scheduling
Hi client name,
Excited to get started! Let’s lock in our kickoff call. Are you free on date at time?
I’ll send over a calendar invite. Looking forward to it.