New Client Welcome & Onboarding
Set boundaries and expectations immediately after signing a new client.
📋 Template
Subject: Welcome to [Your Company]! Let's get started. Hi [Client Name], I am thrilled to officially welcome you to [Your Company/Agency]. We are looking forward to helping you achieve [Their Goal]. This email contains everything you need to know about our next steps. Please save this for your records. 1. YOUR ONBOARDING QUESTIONNAIRE Please take 10 minutes to fill out this intake form: [Link to Form]. We need this completed before our kickoff call. 2. ASSETS FOLDER I have created a shared Google Drive folder for us here: [Link]. Please upload your brand assets (logos, fonts, brand guidelines) here. 3. KICKOFF CALL Please use my calendar link to book our 45-minute kickoff call for sometime next week: [Calendly Link]. If you have any questions, our team is available Monday-Friday from 9am-5pm EST. We strive to reply to all emails within 24 hours. Can't wait to dive in! Best, [Your Name]
💡 Pro Tip
Setting communication boundaries ('9am-5pm', 'reply within 24 hours') in the very first email prevents nightmare clients from expecting weekend replies.
📌 When to Use This Template
Freelancers, Agencies, B2B Services
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