Client message template

Client message templates for introducing Dealokr.

Use these calm, professional scripts when you send a Dealokr link. The goal is to make Dealokr feel like your normal project process: clear terms, payment handled through Stripe, preview delivery, client validation, and one shared deal record.

Copy-ready scripts

Choose the message that fits the moment.

Each template avoids pressure language and explains the workflow in a way a client can accept quickly.

New client

Use when this is the first paid project with someone.

For this project I use Dealokr as my standard deal process. You will receive one secure link where you can review the terms, sign, pay through Stripe, and later validate the preview before final files are released. It keeps the agreement, payment state, delivery, and validation in one clear record for both of us.

Repeat client

Use when the client already knows you, but you want a cleaner workflow.

I am moving new projects through Dealokr so the agreement, payment confirmation, delivery preview, and validation stay in one clean record. It does not change how we work together; it just makes the project steps clearer and easier to follow from start to finish.

Client asks why

Use when a client wants to understand why you sent a Dealokr link.

I use Dealokr to keep the project simple and transparent for both sides. You can see the scope, price, deadline, deliverables, and validation rules before you sign or pay. Payment is handled through Stripe, and Dealokr keeps the shared project record so we both know what was agreed and what happened.

Final files and preview

Use when the project includes source files, final exports, code, or high-value assets.

For delivery, I will upload a preview first so you can review the work safely. Once you validate the preview, the final files or source files can become available according to the deal workflow. That way you can inspect the result clearly, and the release of final assets stays attached to the same project record.

How to choose the right message.

For a new client, lead with process and clarity. They need to understand that Dealokr is the project room, not a marketplace detour. For a repeat client, keep it light: explain that you are improving how projects are documented.

If a client asks why Dealokr is needed, answer with practical benefits: clear terms, payment handled through Stripe, preview delivery, client validation, and a shared deal record. Avoid framing the tool as a response to distrust.

Keep the language calm.

The strongest message is usually the least dramatic one. Dealokr works best when it sounds like a professional workflow: agreement first, payment state visible, preview before final files, validation before release, proof if questions come up.

Prefer these phrases

  • clear terms
  • payment handled through Stripe
  • payment state visible
  • preview delivery
  • client validation
  • shared deal record

Words to avoid

  • claims that Dealokr keeps client funds
  • claims that payment outcomes are guaranteed
  • regulated financial-service language
  • alarmist distrust or scam language
  • claims that Dealokr replaces legal advice
Should I send the Dealokr link before or after a call?

Usually after the scope is agreed. Dealokr works best once the client understands the project and needs a clear place to review, sign, pay, and later validate delivery.

Can I edit these templates?

Yes. Keep the structure, but adapt the project name, tone, and deliverables. Avoid adding legal or payment guarantees that Dealokr does not provide.

What if the client thinks this is extra friction?

Frame it as fewer loose steps, not more admin: one link for terms, payment through Stripe, preview delivery, and validation.

Use it on the next deal

Send Dealokr as your normal professional workflow.

Give the client a clear explanation, then let the Dealokr link carry the agreement, payment step, delivery preview, and validation record.