C

Claros Studios

Team access only.

C

Claros Studios

Email Templates & Client Onboarding Checklist

Subject Line
Re: Your Claros Studios Inquiry — Let's Talk About Your App 👋
Hi [Client Name], Thanks so much for reaching out to Claros Studios! We're excited to learn more about [Business Name]. We'd love to set up a quick 20-minute call to walk you through our platform, answer any questions, and show you a live example of what your app would look like. A few things that would help us prepare: • What's your current ordering process? (phone, in-person, other app?) • Do you have a domain name in mind? • What's your ideal launch timeline? You can reply here or DM us on Instagram @clarosstudios — whichever is easier. Looking forward to connecting! Lester & Jessica Claros Claros Studios clarosstudios.com
Jess note: Replace [Client Name] and [Business Name] with their actual info from the form. Send within 1 hour of receiving the inquiry email. If it's after 8pm, send first thing in the morning.
Subject Line
Your Claros Studios Agreement — [Business Name]
Hi [Client Name], It was great chatting with you today! We're excited to get [Business Name] onboarded onto Claros OS. Here's a summary of what we agreed on: • Setup fee: $2,500 (deposit of $1,250 due to start) • Monthly subscription: $250/mo (begins 30 days after launch) • Estimated start date: [Start Date] • Estimated launch date: [Launch Date] Attached is your agreement with everything filled in. Please review, sign with your full name, and send it back. Once we receive the signed agreement and the deposit, we'll kick off your onboarding immediately. To send the deposit: Zelle: (209) 829-2034 Any questions — just reply here or DM us on Instagram. Excited to get you live! Lester & Jessica Claros Claros Studios clarosstudios.com
Jess note: Attach the pre-filled contract PDF. Fill in the start and launch dates before sending. Don't send without the PDF attached.
Subject Line
Deposit Received — Your Onboarding Starts Now! 🚀
Hi [Client Name], We received your deposit — thank you! We're officially starting your onboarding. To configure Claros OS for your shop we'll need the following. Please send as much as you can so we can get moving: BRANDING • Your logo file (PNG or SVG with transparent background preferred) • Brand colors (hex codes if you have them, or just describe them — e.g. "dark green and cream") • Any fonts you use for your brand (if applicable) MENU CONTENT • All menu categories (e.g. Drinks, Food, Seasonal) • Every item with name, description, and price • Any modifiers — sizes, milk options, add-ons, etc. • Photos of your menu items (the more the better) SETTINGS & PREFERENCES • Your preferred domain name (e.g. myshopname.com) — we register and set it up for you • Your Square account email — so we can connect your payments • Preferred pickup time slots (e.g. every 15 min, max 5 orders per slot) • Tip option at checkout? (yes / no) • Loyalty reward setup (e.g. free drink after 9 qualifying orders) • Any promo or discount codes to launch with • Your business hours • Instagram handle so we can link it Start with the logo and menu — we'll work through the rest together. We'll send you a progress update within the first week. So excited to get you live! Lester & Jessica Claros Claros Studios clarosstudios.com
Jess note: Send this the same day the deposit comes in. Everything on this list applies to every client — no need to remove anything.
Subject Line
🎉 [Business Name] is LIVE on Claros OS!
Hi [Client Name], You're live! [Business Name] is officially up and running on Claros OS. 🎉 Your app: [App URL] Here's everything you need to get started: YOUR ACCESS • Customer ordering URL: [App URL] • Admin dashboard: [Admin URL] • Admin login: [Email / Password] FIRST STEPS 1. Place a test order yourself end-to-end 2. Share the link with a few people you trust first 3. Post it on your Instagram and let your customers know 4. Keep the admin dashboard open during your first day — orders show up in real time ONGOING SUPPORT Your $250/month subscription starts 30 days from today. It covers hosting, maintenance, and support. If anything ever needs fixing, just reply to this email or text Lester directly — we're on it same day. FINAL INVOICE Your remaining balance of $1,250 is now due. We'll send an invoice to this email shortly. It's been a pleasure getting you set up. Can't wait to see your customers using it! Lester & Jessica Claros Claros Studios clarosstudios.com
Jess note: Send the final invoice the same day. Fill in all the bracketed fields before sending. Don't delay — launch day excitement is when clients pay fastest.

🎨 Branding

  • Logo file (PNG transparent or SVG)
  • Brand colors (hex codes or description)
  • Brand fonts (if any)
  • Business name confirmed
  • Product/menu photos (high res)
  • Business exterior or interior photo

📋 Menu Content

  • All categories listed
  • Every item with name & price
  • Descriptions written
  • Modifiers — sizes, add-ons
  • Seasonal or limited items noted
  • Items to mark unavailable noted

⚙️ Platform Settings

  • Preferred domain name provided
  • Square account email provided
  • Square active & accepting payments
  • Pickup slot intervals confirmed
  • Max orders per slot confirmed
  • Tip option confirmed (yes/no)
  • Loyalty reward configured
  • Promo codes set up (if any)
  • Business hours entered
  • Instagram handle linked

💳 Payments & Admin

  • Deposit of $1,250 received
  • Signed contract received
  • Invoice sent and logged
  • Square production mode verified
  • Apple Pay domain verified
  • Google Pay tested

🔧 Technical Setup

  • Firebase project configured
  • Branding applied to platform
  • Menu built and reviewed
  • Domain registered & DNS pointed
  • Square connected in production
  • SMS notifications tested
  • Label printer configured — client provides Brother QL printer (if applicable)

🚀 Pre-Launch

  • Client reviewed staging version
  • All feedback addressed
  • Test order placed end-to-end
  • Admin dashboard walkthrough done
  • Loyalty system tested
  • Domain live and loading correctly
  • Final payment of $1,250 received
  • Launch email sent
1

Day 0 — Contract signed + deposit received

Send onboarding kickoff email. Client begins sending branding and menu content.

2

Days 1–3 — Content received + configuration begins

Apply branding to platform, build out menu, configure settings and Square connection.

3

Days 4–10 — Platform configured + approvals in progress

Apple Pay domain verification, Square production approval, domain DNS setup. These take a few days on their end — we submit early.

4

Days 11–14 — Client review + tweaks

Share staging link. Client reviews branding, menu, and flow. Up to 2 rounds of adjustments.

5

Days 15–18 — Final checks + launch prep

End-to-end test orders, admin walkthrough, confirm all approvals are through.

6

Days 18–21 — Launch 🚀

Go live. Send launch email. Send final invoice. Subscription starts 30 days from today.