Hello {{receipt.customer.first_name}},

It’s great to e-meet you! My name is Rae, and I’m the bookkeeper at Deck Builder Marketers (A. Edwards, Inc.). We’re thrilled to welcome you to the DBM family!

I’ll be managing the billing for your account. Your setup fee of $4500 has been successfully processed, and we’re ready to get you started on the next steps:

Client Information Form: Once you complete this form, our CX Representative will reach out to schedule your Getting Started Call.
Project Planning Session: After the Get Started Call, we’ll schedule your Project Planning session and finalize your monthly recurring payment details.
Monthly Payment Setup: We’ll confirm your recurring payment date and set everything up.

If you need to update your payment method at any time, just let me know, and I’ll send you a new credit card authorization form.

Feel free to reach out if you have any questions or concerns—I’m here to help!

Cheers,

Rae Palma

Finance Manager

Deck Builder Marketers