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Pre-kickoff brief sign-off email
A pre-kickoff written confirmation that captures everything from the discovery call. Reduces scope-creep risk before a single hour is billed.
rach_maeve8 May 2026
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Updates live as you typeI've had a discovery call with a new client. Before I start work, I want to send a written sign-off email confirming what we agreed.
Client: {{client_name}}
Project: {{project_name}}
Deliverables (what they'll get): {{deliverables}}
Scope INCLUDES: {{scope_includes}}
Scope EXCLUDES (out of scope, would be a variation): {{scope_excludes}}
Timeline / key dates: {{timeline}}
Total fee + payment terms: {{fee_terms}}
Key assumptions (what I'm relying on from the client): {{assumptions}}
What I need from them to start: {{kickoff_items}}
Write a 250–300 word email.
- Subject line that names the project + the action ("for your sign-off").
- Open: thank them for the call, here's what I heard, please confirm I've got it right.
- Use SHORT bulleted sections for each block above (not paragraphs).
- Close with: "Reply 'confirmed' (or with edits) and I'll send the kickoff invoice."
- Sign-off as {{your_name}}.
Friendly but precise. AU English. No "looking forward to a fruitful collaboration".Run in
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