Free Template

How to Follow Up When the Contract is Unsigned

The verbal 'yes' feels great, but the deal isn't closed until the ink is dry. When a contract gets stuck in legal or simply forgotten, use this gentle nudge.

Subject:

Checking in: Agreement for [Project Name]

Hi [Client Name], I'm so excited to get started on the [Project Name] with you! I'm checking in to see if you or your legal team had any questions about the contract I sent over via [DocuSign/Email] on [Date]. Once that is signed, I'll immediately send over the onboarding questionnaire and we can schedule our kickoff call. Let me know if you need me to resend the link! Best, [Your Name]

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When to use this template:

  • check_circleAfter the client has verbally agreed but hasn't signed
  • check_circleWhen the contract is stuck in their legal/procurement department
  • check_circleTo outline the immediate next steps post-signature

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