The right message, at the right moment.

Meeting notes and decisions, plus the script to send at each stage of a project.

Meetings and decisions

Call notes, feedback and agreed decisions, newest first. Link each note to its client.

Meetings & Notes

What to send, and when

From Email Scripts and Client Onboarding:

• Welcome and onboarding — Script 2, then the onboarding checklist
• Requesting project assets — Script 2 and the onboarding questionnaire
• Following up on feedback — Script 3, using its “Need from you” line
• Approval and revision requests — Script 4, plus Request Changes in each portal
• Payment reminders — Scripts 5, 6 and 7
• Final delivery and handoff — Scripts 8, 9 and 10

Client change requests arrive inside each portal’s Request Changes form, so check every active portal.