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New client onboarding

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Remember to use the "Remove Formatting" feature to remove font styling if you paste into an email client. These emails are also available for selection in the Freescout Saved Replies.

Email template for use with new client accounts, after they've had their sales/consulting call.

🏁 Client completes sales call, agrees to receive contract

Service Agreement Delivery and Payment Info​

Hi [Client's First Name],

Here's the service agreement contract for your review: [Contract URL]

Signing the contract creates no obligation for you to work with us, but creates binding agreement governing any work we do together. Once you've read and signed the contract, you can review our pricing tiers here (https://teamtangible.com/volume-pricing-tiers/). Commitments for large blocks of credit gain you a discounted rate, to reflect the reduced cost of management for us. If you prefer, you can pay as you go, in which case we'll work up to 10 hours before sending an invoice (as outlined in the service agreement).

Let me know when you're ready to get started, or if you have any further questions about our pricing or contract.

Thanks, [Your Name]

🏁 Client replies with top-up request

First Invoice Delivery​

Hello [Client's First Name],

Here is the requested invoice for a top-up of [Top-up amount]$USD worth of credit: [Link to invoice]

We will also be sending utilization notes to the following email addresses every Monday informing you on how your credit was used in the previous week: [Client billing people email addresses].

You can find additional information about how we bill here: https://tangibleservice.com/hc/1255103450/category/116

You can pay through ACH, which is our preferred payment method as it has the smallest transfer fees. Attached you'll find our ACH bank information. If ever an ACH payment isn't possible, let me know and we can arrange for an alternative payment method for you.

Thanks, [Your Name]

📎 Tangible-Account-Details.pdf

🏁 Client makes a payment