Tips for Inviting Clients and other Collaborators

See quick video tutorial on how to Invite users to a project Below.

OR learn how to invite someone to your workspace!

Some Tips and tricks to ensure you get off on the right foot!

Introduction Email: Begin with a tailored introduction email. Briefly outline the project's scope and express why their involvement is crucial. Highlight the mutual benefits and emphasize the importance of their input.

Sample Introduction:

"Hi Team,

I will be sending a project invitation email to our cloud-based lighting schedule. Coordinating lighting products is complex and involves many stakeholders, our firm is working to create a more transparent and collaborative project ecosystem where live project information and live collaboration are in a single place. When you get the invite, you can sign up in a few seconds for free! Check out this video outlining how to comment and collaborate with us on our project!"

Video Link that you can send to clients

Highlight Benefits: Clearly articulate the advantages of using Sourcery. Stress that it keeps them just "a click away" from the latest project updates, and ongoing communications about product details, preventing any miscommunications or overlooked information.

Address Sign-Up Concerns: Acknowledge the potential hesitation around the registration process. Reassure them that signing up is straightforward, free, and a valuable step towards efficient on-site coordination. Emphasize how it will simplify managing complex details, especially concerning lighting fixtures, thus avoiding numerous potential issues.

Personal Touch: Conclude the invitation with a personal note, reflecting your enthusiasm for their participation and the positive impact it will have on the project.

How to accept an invitation tutorial below: