Description
A pre-project welcome document to send to a new client before work begins. It covers your approach, the project overview, the timeline, and what you need from them, in a format that takes about five minutes to read.
What’s included
- CSV template file (opens in Google Sheets or Excel)
- Welcome document covering your approach, project overview, and timeline
- Key dates and client responsibilities section
- Communication preferences and escalation process
Who it’s for
Useful if new client relationships tend to start with a lot of back-and-forth about logistics that a document could resolve in advance. Not useful if your projects are very short or informal, where a welcome document would feel disproportionate to the engagement.
If it works
If you send it before the first call and ask the client to confirm they have read it, the call can focus on the work rather than the logistics. Most clients find it reassuring to receive something this clear before work starts. It signals that you are organised and have done this before.
Keep it to two pages. A longer document often goes unread, which defeats the purpose.
Before you download
- This is a CSV file. Open it in Google Sheets or Excel. It will not work as a document or a PDF.
- After downloading, you will find the file in your account under My Downloads.
- You are getting a licence to use and adapt this for your own work. You cannot sell, redistribute, or share it with others.
