project_kickoff_email
Send a project kickoff email that transitions the client from hired to underway, covering timeline and next steps, with options for first-time, returning, or complex projects.
Instructions
Write the email that officially starts the project and sets the client up for a smooth engagement. Sent once the contract is signed and the deposit is in — this is the email that takes the client from 'hired' to 'we're underway'. Covers what happens next, the timeline, what you need from them, and any links or access to share. Three routes: first_project (default — you're working with this client for the first time; warm and structured; introduces your process and what they can expect at each stage), returning_client (you've worked together before; skips the formalities, gets straight to the project specifics — references shared shorthand, sets up the new timeline), complex_project (large or multi-phase project; more structured; lists phases with indicative dates, key milestones, and communication cadence; useful when misaligned expectations at the start cause trouble later). Distinct from working_agreement_email (which covers norms and ground rules) and proposal tools (pre-hire). Does not count against your monthly draft limit. Required: client_name. Optional: project_name (e.g. 'the Westbrook site rebrand', 'your Q3 content strategy'), kickoff_date (date work officially begins — e.g. 'Monday 24 June'), first_deliverable (what they'll receive first and when — e.g. 'initial wireframes by Friday 28 June'), access_links (tools/files/links to share — e.g. 'Notion workspace: https://...', 'shared Drive: https://...'), route ('first_project' | 'returning_client' | 'complex_project' — default first_project), your_name.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client_name | Yes | Client first name | |
| project_name | No | Optional: name of the project — e.g. 'the Westbrook rebrand', 'your Q3 content strategy'. Personalises the email. | |
| kickoff_date | No | Optional: date work officially begins — e.g. 'Monday 24 June', 'this Thursday'. Sets expectations on timing. | |
| first_deliverable | No | Optional: what the client will receive first and when — e.g. 'initial wireframes by Friday 28 June', 'a discovery brief by end of this week'. Gives them something concrete to look forward to. | |
| access_links | No | Optional: links, tools or shared resources to pass on — e.g. 'Notion workspace: https://...', 'shared Drive: https://...'. Paste as freeform text; will be formatted into the email. | |
| route | No | first_project (default) — new client, warm and structured, introduces your process; returning_client — you've worked together before, skip the formalities; complex_project — multi-phase project, structured phases and milestones. | |
| your_name | No | Optional: your name for the sign-off |