- Project Delivery, Approval and Close
- Confirming a Milestone Approval
- Project Schedule
- Feedback Review
- Final Feedback Review
- Following Up: Overdue Deadline (Can still achieve project deadline)
- Following Up: Overdue Deadline (Cannot achieve project deadline)
- Following Up: Overdue Payment
- Project Update
- Team Task Handover
- Milestone Celebration
- Raising Your Prices
- Responding to a Client who wants a Discount
- How to Get a Client to Sign a Contract and Make Payment Prior to Starting Work
- Following Up: Sales (Sharing Value)
- Following Up: Sales (General)
- Following Up: Sales (After a Meeting)
- Invoice for Payment
- Receipt of Payment
- Check in with a Client when You haven't Worked with them in a while
- Response to Quote (when you send in your submission)
- Check in on a Project You Didn’t Win
- Following Up: Sales (No Response)
- Invoice Reminder (before the invoice due date)
- Satisfied clients.
- Projects running smoothly.
- Creating a shared understanding between yourself and your clients.
- Getting things done.
- Building your reputation.
- Damage client relationships.
- Create misunderstandings.
- Derail a project.
- Provides your clients with clear communication.
- Enables your client to have a good understanding of the product/solution they will receive at the end of the project.
- Enables your client to trust you as a provider.
- Enables your client to understand what is expected of them.
Freelancers, consultants, in-house teams, project managers or agencies that manage eLearning projects who want to:
- Communicate clearly and effectively with their clients.
- Build effective client relationships.
- Get what they need from their clients, whilst still maintaining an effective relationship.
Kim is the founder of Belvista Studios, an award-winning instructional design and eLearning studio. Kim has significant experience in the industry (6 years), being involved in not only the hands-on aspects of the instructional designer role though also the business building and marketing aspect of the industry. Her passion for instructional design along with her relentless efforts to perfect a process/plan for developing effective eLearning for her clients has led her and her team to generate resources that they are inspired to share with others in the industry (and very proud of!).
Are these email templates only useful for Instructional Design/eLearning studios?
They could be adopted for other industries because managing a project is quite similar regardless of the product/service.
Do the templates incorporate the Belvista Studios’ personality and brand?
These are the exact emails we send so, yes. Our emails to clients are action focused so they stick to the facts and try not to waste anyone's time. They have placeholder spots for you to add specifics about your project and you can adapt them to bring your own personality to them.