About the new customer engagement letter template

Before you've even sent an invoice, your engagement letter will be your first transaction when onboarding new customers. It should be used before any sales take place.

The new customer engagement letter defines the business contract between your and your customers. It includes things like responsibilities, period of engagement, confidentiality, pricing or fee structure, and terms of trade.

Your engagement letter can also help:

  • set expectations
  • reduce scope creep
  • reduce risk

Download our free template and remove all of the blue instructional text to customise it for your business.