

• Contacting Personal Connections
• Contacting Businesses
• Contacting Referrals
• First Follow Up from Initial Email with No Response
• Second Follow Up
• Third Follow Up
• Follow Up After a "No"
• Pre-Call Loom (2 Days Before Call)
• Post-Call Template (Day of Call)
• Client Unsure of Retainer or Hourly
• Follow Up After Discovery Call (No Response)
• Canceled Discovery Call Email
• Welcome Email
• Contract Email
• Invoice Email
• Passwords Email
• Project Kickoff Email
• Client Onboarding Check-In
• Client Seems Unresponsive When Onboarding
• Weekly Hours Report Email
• Monthly Out of Office Email
• 2 Weeks Out Out of Office Reminder Email
• Out of Office Email
• Hourly Client Check In (when you are waiting for tasks)
• Client Payment Reminder
• Client Payment Due Today Email
• Client Payment Overdue Email
• Client Payment Overdue - Second Notice Email
• Client Payment Overdue - Final Notice
• Testimonial/Referral Request
• Testimonial Response Email
• Additional Hours (Increase Retainer) Email
• Additional Hours (Same Week) Email
• Rate Increase
• Client Wants to Pause
• Checking In With Unresponsive Clients
• OOO Email (If you have a team)
• OOO Email (Solopreneur)
• Responding to a Firing Email
• Off Boarding Client Email
• Moving from VA to OBM Email
• Moving from Hourly to Retainer