The kickoff email is the bridge between signing a contract and actually doing the work. It’s where you set the tone, establish authority, and gather the essential assets needed to avoid day-one delays.
Looking for a custom version? Use the Free Kickoff Email Generator to create a tailored template in seconds.
A great kickoff email isn't just a "hello." It should clearly outline the agenda, provide immediate next steps, and include an access/assets request. Here are two templates you can use right now.
Need a customized email for your specific project type? Use our free tool to generate one (no signup required).
Best for B2B services, web design, or consulting projects where you need technical access and brand assets.
Subject: Kickoff: [Project Name] – Next steps & agenda
Hi [Client Name],
It’s official! I’m thrilled to be working with you on [Project Name]. Now that the paperwork is settled, I’d like to get us moving quickly.
Below is the roadmap for our first week:
1. Kickoff Call: [Date/Time] or [Scheduling Link]
Agenda: Confirming scope, discussing the moodboard, and defining the 3-week milestones.
2. Initial Assets Needed:
- Brand guidelines (logos, fonts, colors)
- [Access to Tool A / Tool B]
- Content/Copy from our discovery session
3. Project Home Base:
I’ve set up a shared board for us here: [Link to Notion/Asana/Trello]
Could you please confirm if the meeting time works and share the assets listed above by [Day]?
Looking forward to it,
[Your Name]Best for smaller projects or returning clients where you want to minimize friction.
Subject: Getting started on [Project Name]
Hi [Client Name],
Excited to kick things off! To keep the momentum going, I’ve outlined our immediate next steps below.
What I need from you:
- [Specific Asset 1]
- [Specific Asset 2]
- Confirmation on the timeline sent in the proposal.
What I’m doing now:
- Setting up the development environment.
- Drafting the initial architecture/outline.
I’ll send over the first set of deliverables by [Date]. If you have any questions in the meantime, feel free to drop them here.
Best,
[Your Name]If you choose to write your own from scratch, ensure these four elements are present:
Our generator handles the formatting and agenda points for you.
The first 24 hours of a project determine the client's confidence in your work. A professional kickoff email shows you are organized, proactive, and ready to deliver. Use the templates above or the free generator to save time.