PM Intro Email Template

Use the template above as the first point of contact between you (PM) and the client. 

Subject: "LowCode Agency - Client Portal Setup & Next Steps"

 

Hi {client name},

 

I hope this message finds you well. My name is {PM's name}, and I'm your dedicated Project Manager here at LowCode.

 

Thank you for choosing us as your partner on this journey! Your decision means a lot to us, and we're excited to work together.

 

I've just sent you an invitation to join Plutio, our comprehensive project management tool. You can expect to see this invitation in your email inbox. We kindly ask you to accept it – it's a crucial step in our collaboration process.

 

Now, let's talk about Plutio and why it's such an integral part of our workflow:

  1. Centralized Project Hub
  2. Progress Tracking
  3. Efficient Documentation

 

So, what lies ahead in the coming weeks?

 

Week 1-4 will be dedicated to the Refinement Phase:

This phase is dedicated to understanding the greater details of your project, needs and requirements further. As well as defining objectives and constraints, as well the stakeholder needs, before we move to the Design Phase. 

This is a collaborative effort from both ends, and it's the most important phase to ensure timeline completion and the quality of the system. 

To start this phase and the project timer, we need a couple of requests from your end:

  • Book your Onboarding Call, a task already awaits you in Plutio.
  • Share with us all the resources that you think can help us have context before the onboarding call.  

 

Should you have any questions, require clarification, or simply want to discuss any aspect of the project, don't hesitate to get in touch. Communication is key, and I'm here to ensure that your experience with us is as smooth as possible.

 

Looking forward to a great collaboration!

 

Best regards, {PM's name}


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