Warm follow-up — consultation-to-engagement quote

Write a warm post-consult follow-up (220-300 words) to [RECIPIENT_NAME] after a [CONSULT_DATE] intro call. The email presents a written engagement scope and fee for [PATHWAY].

Source:
- Client: [RECIPIENT_NAME]
- Pathway: [PATHWAY]
- Scope INCLUDED: [SCOPE_INCLUDED]
- Scope EXCLUDED: [SCOPE_EXCLUDED]
- Fee: [FEE_QUOTED] · Payment terms: [PAYMENT_TERMS]
- Retainer doc: [RETAINER_URL]
- Firm: [FIRM_NAME] · RCIC [RCIC_NUMBER] · [FOUNDER_FIRST_NAME]
- Address: [FIRM_POSTAL_ADDRESS]

Structure (with labels):

SUBJECT LINE (max 55 chars): "Your [PATHWAY] scope + fee - [FIRM_NAME]"

PREHEADER (max 90 chars): "Everything in writing. No surprises later."

GREETING: "Hi [RECIPIENT_NAME],"

PARA 1 (35-50 words) - OPEN: Reference the [CONSULT_DATE] call by topic. State clearly that this email is the WRITTEN scope and fee, and that the retainer at [RETAINER_URL] is the binding document.

PARA 2 (50-80 words) - WHAT IS INCLUDED: Header "Included in [FEE_QUOTED]:" then bullet [SCOPE_INCLUDED]. Each bullet starts with a verb (Prepare, Review, Submit, Represent). No vague language like "general advice".

PARA 3 (40-60 words) - WHAT IS NOT INCLUDED: Header "Not included (separate fee if needed):" then bullet [SCOPE_EXCLUDED]. This protects both parties under CICC retainer-clarity rules.

PARA 4 (30-50 words) - FEE + PAYMENT: Restate [FEE_QUOTED] and [PAYMENT_TERMS] in one line each. Specify currency, taxes, and that any third-party fees (IRCC, biometrics, ECA) are at-cost passthrough.

PARA 5 (20-30 words) - NEXT STEP: One sentence. "Reply to this email with a confirmation and I will send the retainer for e-signature." No pressure, no deadline-based urgency.

SIGNATURE:
[FOUNDER_FIRST_NAME]
RCIC [RCIC_NUMBER] - [FIRM_NAME]

FOOTER (CASL):
"You are receiving this because you had a paid / no-cost consult with [FIRM_NAME] on [CONSULT_DATE]. [FIRM_NAME] - [FIRM_POSTAL_ADDRESS]. If you would prefer no further follow-up, click unsubscribe (one-click) - [unsubscribe-link]."

CICC compliance:
- The fee must be a single number or a defined range with conditions, NOT "starting at".
- "Third-party fees at-cost passthrough" must appear if the firm passes IRCC / biometric / ECA fees through.
- No "guaranteed PR within X months". No "we have an inside contact at IRCC".
- The retainer URL is the binding document - this email is a non-binding summary.

Voice:
- Calm, precise, lawyerly. Indian-English fine.
- No exclamation marks. No "thrilled to share".

End with: "- DRAFT - for RCIC review. Confirm [FEE_QUOTED], [PAYMENT_TERMS], and the retainer text at [RETAINER_URL] are all aligned before sending."