SOP โ€บClient Communication โ€บEmail Templates

Email Templates

18 templates across 5 categories, each with a pre-send checklist.

The rule โ€” Start from a template, personalize every placeholder, and keep it to one topic.

The full template library (with copy buttons and per-template checklists) lives in email-templates/index.html. The new splitting template below comes from today's meeting.

New work requests
  • We have capacity โ€” starting now โ€” a slot is open, begin immediately.
  • Slots full โ€” here's where things stand โ€” queue or swap.
  • Emergency interrupt โ€” expedited, double capacity hours.
General communication
  • Quick question โ€” you have the answer
  • Question needs research โ€” setting a timeline
  • Client sends a swipe / idea / example
  • Restating the request to make sure we're aligned
Status & delivery
  • Client requesting a status update
  • Capacity / hours check
  • Deliverable ready for review
  • Following up on pending client feedback
Initiative lifecycle
  • Client onboarding โ€” welcome
  • Client wants to change direction
  • Initiative complete โ€” wrap-up
  • Monthly recap / report delivery
Difficult conversations
  • Client requesting something out of scope
  • Client is unhappy or frustrated
โ˜… NEW โ€” Splitting a multi-topic email (one topic per email)

Use when: a client's email covers more than one subject.

Subject: RE: [Original Subject] โ€” splitting this into separate threads

Hi [Client Name],

Thanks for this โ€” there are a few different things in here, so I'm going to reply to each one in its own email. That's a deliberate policy on our side: we use email as the running record of every decision, and keeping one topic per thread is the only way to keep what we agreed on each one easy to find later.

So you'll see separate emails from me shortly covering:

  • [Topic 1]
  • [Topic 2]
  • [Topic 3]

Nothing's lost โ€” each will have its own next step. This just keeps everything clean and trackable for both of us.

Best, [Team Member Name] Strategic Growth Architect

Before you send: log the original email as a "respond" Update ยท split each topic into the right Initiative ยท send one follow-up email per topic.

Last updated 2026-06-11ยทSource: email-templatesโœŽ edit via Claude Code