SEO Campaign Onboarding Email Templates
Please make sure you have Canned responses setup in Gmail to save you time in the future.
Please read this article to learn how to set them up.
Table of Contents
● Contractual / agreement email
● New campaign kickoff email
1. CONTRACT / AGREEMENT EMAIL
A simple email to deliver your contractual documents to the prospective client.
Subject: Agreement for SEO Services Inside // WEBRIS
Hey [FIRST NAME],
Great chatting the other day.
Attached you will find a standard agreement for 12 month of SEO services from our
agency WEBRIS.
Please review and mark it up as you see fit - we're very flexible to get something on paper
you guys are comfortable with.
After you review and approve, I will send over a final version for e-signature.
Please let me know if you have any questions!
[SIGNATURE]
2. NEW CAMPAIGN KICKOFF EMAIL
This email is sent on the first Monday of the campaign, after the contract is signed and
first payment is cleared. It’s important to wait until payment clears, as collecting checks
can be a major hindrance in cash flow.
Subject: Getting Started with WEBRIS [Save This Email]
Hey [FIRST NAME],
Hope you had a good weekend.
This email will provide all the information to get your campaign up and running.
Access / logins:
● When you get a chance, please grant access to Google Search Console, Google
Analytics and Google Tag Manager (if using) to [email protected].
● We will also need access to your blog. Please send us a login so we can store it
for when needed.
● We use Google Drive to store your campaign files. I've created your folder and
granted you access - you can access it through this link. Let me know other
emails that will need access as well.
Discovery information:
● In your Google Drive folder, there's a Google Sheets file called "Client Workbook"
and within it, a tab called "Onboarding Questions". These questions help us get
the ball rolling for your campaign. When you get a chance, please answer them
and send me a note when done. You can access the workbook through this link.
● After you complete the questions, we'd like to setup a kickoff call with your team
to review everything. Please schedule for Thursday or Friday of this week (if
possible). You can use the link below to schedule a time on our team's calendar:
Schedule kickoff call
Project plans:
● Within your "Client Workbook", there's a tab dedicated to tracking and managing
your campaign.
● We have built out the first 30 days of your campaign and every month we will
update with the new projected tasks based on the previous month.
● The first 30 days of your campaign will help lay the groundwork for the
remainder of your campaign. We run a number of audits to better understand the
exact strategy we need to follow to maximize our success while working on your
site.
Team members:
There will be a number of people working on your campaign on my team. Here's their
contact info for future reference:
● Maria - strategist -
[email protected] ● Evelyn - link outreach -
[email protected] ● Yury - analytics manager -
[email protected] ● Viviana - graphic design + content -
[email protected] ● Noah - finance -
[email protected] Please make sure to contact the appropriate person for your questions and CC me on the
email. Do not contact me directly without CC'ing someone listed above - my email gets
jammed up and can take upwards of 4 business days to get a response. My team will get
you an answer within 48 hours.
If you have any questions / need ANYTHING, please do not ever hesitate to reach out to
me directly.
