On this page you'll find the following information on Pro Forma Invoicing Emails
Email to send to BUREAU (INDIRECT)
Email to send to client (DIRECT)
Keep invoices and attach before sending to client
Office Admin + James
Day-to-day operations
xero.com
Requesting payment, maintaining accurate records, tracking payments, and ensuring effective communication.
HI <CONSULTANT NAME>
Hope you are well! The <CLIENT NAME> keynote went brilliantly on <DATE>! The client seemed extremely pleased.
Please find attached invoice <& copies of all travel invoices> for James session.
Thank you and look forward to doing some more great work for you again soon.
Cheers!
<YOUR NAME>
(suggest you create template in gmail)
HI <CLIENT CONTACT>
Hope you are well! The <CLIENT NAME> went brilliantly on <DATE>! I hope my presentation was well received and that Jamie was happy that I hit the key briefing points discussed.
Please find attached invoice for James' presentation & travel.
1. Google Review
If you have a Google account, can you please write a review on my keynote/ workshop?
Please click on this link:
https://search.google.com/local/writereview?placeid=ChIJrwrKZnVtEmsR4ac0PWllLFQ
2. Facebook Review
Or if your super keen to write two reviews and tell the world how much you loved your experience with us, please can you write a review on our Facebook page: https://www.facebook.com/pg/MyAdventureGroup/reviews/
Thank you and look forward to working with <CLIENT NAME> in the future.
Cheers!
James
(suggest you create template in gmail)
Last Update Date: 26/06/23
Updated By: Lesley