Subject: [Your Company] Professional Services - [Project Name] Introduction
Hello [Customer Contact],
Thank you for [EM for the context/introduction]. I look forward to working with you on the [Project Name].
In terms of next steps, I would like to set up two meetings with you and your team:
Meeting 1 - Stakeholder Introduction Call (30 minutes)
I consider this a virtual handshake and project planning call in which we will align on the services included, proposed schedule, any onboarding requirements you may have for us, and how we will communicate during the engagement (meetings, chat platform, etc.).
May I ask for your availability for the week of [Date Range]? Requested attendees: Project Lead/Project Manager.
Meeting 2 - Kick off meeting (1 hour)
During this meeting, we will officially kick off our project together. The typical agenda includes introductions, project scope, schedule and timeline expectations, communication plan, meeting cadence, access requests, project closure, and a review of action items. Time permitting, we will begin the initial discovery conversations during this call.
Requested attendees: Project Lead/Project Manager/Full Project team.
Please let me know if you have any questions.
Regards,
[Your Name] [Your Title] [Your Contact Information]