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Last Updated: May 20, 2026

Client Kickoff Email Example

Send this email to every new client within 24 hours of contract signature. It schedules the kickoff call, sets expectations for what we need before the call, and starts the access-request process.

Template

Subject: [CLIENT] x Tierra Kickoff

Hi [CLIENT NAME]!

I'm excited to be working with you as your primary point of contact at Tierra. For our kickoff call, would [DATE/TIME] work for you? Please also let me know what other team members from your end you'd like added to the call and I'll be sure to include them on the invite.

To make sure we hit the ground running, we have a few deliverables we need from your end:

  • Onboarding Questionnaire — This is a Google form we send to all new clients that helps us better understand your brand, competitors, target audience, and much more. It's best if you're able to get this filled out ahead of our kickoff call so we can review your responses before we meet.

  • Share Creative Assets — Please send us access to your creative assets folder, including images, videos, raw assets, logos, and brand guidelines. Google Drive is preferred, but any link will do. If your assets are more than 2–3 folders, please also include a short video (5 min or less) explaining the structure of your creative assets and any other relevant details (any we can't use, if brand guidelines are out of date, etc.). Please share with us at creative@tierraagency.com.

  • Meta Access — Share Meta Access with Tierra Business Manager ID: 3215387972037100 (access guide).

    • Please share: Ad Account, Page, Pixel, Catalog

  • Google Ads Access — Please provide your Google Ads account ID and we will request access (access guide).

  • Microsoft Ads Access — Please provide your Microsoft Ads account ID and we will request access (access guide).

  • Shopify Access — Please provide your Shopify URL (yourbrand.myshopify.com) and we will request access to our Partners account (access guide).

  • Google Analytics Access (access guide)

  • YouTube Access (access guide)

  • Google Tag Manager Access — PLEASE NOTE: If you don't already use this, there's no need to create a new account (access guide).

We're looking forward to working with you, and helping to support your profitable growth journey with Tierra!

What to customize

Placeholder What to replace with
[CLIENT NAME] The client contact's first name
[DATE/TIME] 2–3 proposed time slots, ideally within 5 business days of signing
Access list Remove platforms the client isn't running (e.g., delete Microsoft Ads if they're Meta + Google only)