Virtual assistants: Project kick-off

Use this email to begin work with a client and assign them some initial tasks to get you the information that you need as the foundation for your project.

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This email template uses or recommends these tokens/links:

Contact first
Client portal URL (you can find your client portal link in the homebase > focus tab in the lower right corner.

Read more about granting permission to your client portal. You could also choose to assign these as tasks in Moxie as a way to introduce your client's to your collaboration set-up.

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