TemplatesEmail template · Onboarding

Workspace invite email

A short delivery email for sending the workspace link and setting expectations for the client's first login.

African client entering a luminous workspace connected to campaigns and collaborators in a monochrome risograph scene

How to use it

When to send it

Send this once the workspace has real campaign data and the client invitation is ready to use.

What to personalise

Replace the invite link, name the campaigns already loaded, and offer a walkthrough with a specific time or booking link.

Copy and personalise

Subject: Your marketing workspace is ready

Hi [Name],

Your workspace is set up: [INVITE LINK]

Log in and you'll see your current campaigns, performance data, and market activity already loaded.

The workspace stays up to date. Log in any time and you'll see the latest. You don't need to ask us for an update.

Let me know if you'd like a quick walkthrough.

[Your name]

Related resources

African account lead composing a focused client message that travels toward a campaign target in a monochrome risograph scene

Email template · Pitch

Client pitch email

A ready-to-edit email for introducing the shared workspace and its value before sending a client invitation.

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Slide deck · 12 slides

Agency sales deck

A complete presentation for explaining the platform, the white-label setup, and the margin opportunity to prospective clients.

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Written · 1 page

One-page pitch

A concise pitch you can paste into a proposal, share as a PDF, or adapt into an email for a warm prospect.