Message templateAgency operations
15 client and sales message templates for agencies
First contact, proposals, onboarding, access requests, monthly reports, out-of-scope requests, price updates, testimonial requests, and offboarding. For WhatsApp, email, and LinkedIn.
15 templates5 groups15 minOctober 15, 2026
- message templates
- client relations
Half of agency work is messaging, and most problems come from vague messages sent at the wrong time. These templates follow the order of a client relationship. Fill in the {VARIABLE} fields and adjust the tone to your brand.
Sales and first contact
First DM based on an observation
Hi {FIRST_NAME}, I was looking at {BUSINESS}'s {OBSERVATION_SPOT} and noticed something: {OBSERVATION}. Fixing that with {SUGGESTION} is usually quick. Are you working on this right now? I'm {REP} from {AGENCY}.
3 templates more in this group for members.
14 templates more for members
This item has 15 templates in total. With a membership you see all of it and copy any line in one click.
- 02Onboarding2 templates
- 03Ongoing communication4 templates
- 04Reputation and testimonials3 templates
- 05Offboarding2 templates
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The same item for other industries
This item has a separately written version for 31 other industries. If you work with them too, open their version.
- Dental clinics
- Plastic and cosmetic surgery
- Hair transplant
- Medical tourism
- Aesthetic medicine
- Psychologists and therapy
- Dietitians and nutrition
- Physiotherapy
- Veterinary clinics
- Gyms and personal training
- Hair and beauty salons
- Real estate
- Interior design and renovation
- Automotive
- Restaurants and cafés
- Hotels and stays
- Tours and travel agencies
- Weddings and events
- Photo and video studios
- Local services
- Schools and courses
- Fashion e-commerce
- Cosmetics and personal care
- Furniture and home decor
- Food brands
- Retail stores
- Online courses and coaching
- Consulting and B2B services
- SaaS and software
- Insurance and financial advice
- Personal brands and creators
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