Client Communications
Zynclog's Contract system is not just for legally binding agreements. The powerful Rich Text editor makes it the perfect tool for sending formal communications, proposals, Welcome Letters, and Thank You notes.
Sending a Welcome Letter
When you first onboard a client, it is highly recommended to send a formal Welcome Letter outlining your working hours, communication boundaries, and project expectations.
- Create a Template in your dashboard and title it "Welcome Letter".
- Draft your standard onboarding message.
- When you create a new Project for a client, navigate to the Contracts tab and create a new contract.
- Load from Template and select your Welcome Letter.
- Edit the specific details for the client, and publish it.
Your client will see the Welcome Letter beautifully formatted inside their portal.
End-of-Project Thank You Notes
Just like the Welcome Letter, you can create a "Thank You / Offboarding" template. When a project concludes, publish this document to the portal to formally wrap up the engagement, request a testimonial, or provide links to final source files.
Utilizing the Rich Text Editor
When drafting communications, you can use the Rich Text editor to:
- Embed hyperlinks to your Calendly or scheduling tool.
- Create bulleted lists of action items or required assets.
- Format text with bolding and headers to make your communications easy to skim.