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Agencies and freelancers: Email and SMS templates

20 email and SMS templates for welcome and onboarding, nurture, reminders and invoicing, re-engagement, and the ongoing client relationship.

20 templates5 groups25 minOctober 15, 2026

  • email
  • sms
  • onboarding
  • agency

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1 template open, 20 templates in total. Members see the rest.

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20 email and SMS templates for welcome, nurture, reminders, re-engagement, and after service. For emails, the subject line is written as the first line; the SMS messages are kept to a single short text. Marketing messages need consent and an IYS record.

Welcome and onboarding

4 templates

How we work, on one page

Subject: How we work, on one page Hi {FIRST_NAME}, When we work together at {AGENCY}, here's the routine we follow: • Your contact: {ACCOUNT_MANAGER} ({CONTACT}), who replies within {REPLY_TIME} during {OFFICE_HOURS}. • Approvals: on the {BOARD_NAME} board, with an approval turnaround of {APPROVAL_DAYS} business days. • Meeting: once a month, {MEETING_DAY}, {LENGTH} minutes. • Report: once a month, on {REPORT_DAY}, opening with a three-sentence summary. As a first step, please fill in the brief form: {FORM_LINK} {SENDER}

3 templates more in this group for members.

19 templates more for members

This item has 20 templates in total. With a membership you see all of it and copy any line in one click.

  1. Nurture emails4 templates
  2. Reminders and invoicing4 templates
  3. Re-engagement and win-back4 templates
  4. After service and the relationship4 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.

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