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Copy, paste, send. Ten ready-to-send emails for the key moments in a client project, grouped by stage. Swap the words in [brackets] and you are done. The Next Step column in Invoices tells you which reminder to send.

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Winning the work

Script 1 · Proposal follow-up

Onboarding and asset requests

Script 2 · Welcome and portal invite

During the project

Script 3 · Weekly update

Script 4 · Scope change (extra work request)

Payment reminders

Script 5 · Friendly nudge (1–13 days late)

Script 6 · Firm reminder (14–29 days late)

Script 7 · Final notice (30+ days late)

Handoff and follow-up