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Web developers: 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.
web developers project kick off

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.