Client Onboarding Email

Professional Client Onboarding Email Template

Start every client relationship on the right foot. Our templates welcome clients warmly while setting clear expectations.

Email Template

Welcome to [Your Company]! Let's Get Started
Hi [Client Name],

Welcome aboard! I'm thrilled to officially begin working together on [project/service].

I want to make sure we start off on the right foot, so here's what you can expect from me and what I'll need from you.

**What Happens Next:**
1. **Kickoff Call**: Let's schedule a 30-minute call to align on goals and expectations. [Include calendar link]
2. **Access Setup**: I'll send you an invite to our client portal where you can track progress and communicate with me.
3. **Materials Needed**: Please send over [list specific items you need: brand guidelines, logins, content, etc.]
4. **Timeline**: We'll kick off work on [date] with [first deliverable] expected by [date].

**How We'll Communicate:**
- **Day-to-day questions**: Email or client portal
- **Urgent matters**: [Phone/Text/Slack]
- **Regular updates**: [Weekly/bi-weekly] via [email/call]
- **Response time**: I typically respond within [X hours] during business hours

**Helpful Resources:**
- Client Portal: [Link]
- Project Brief: [Link if applicable]
- FAQs: [Link if applicable]

If you have any questions before our kickoff call, don't hesitate to reach out!

Looking forward to doing great work together.

Best,
[Your Name]
[Your Company]
[Phone]

How to use: Copy the template above and replace the placeholders (like [Client Name], [Project Name], etc.) with your actual information.

Pro Tips

  • Send within 24 hours of signing the contract—momentum matters
  • Include your calendar link to make scheduling easy
  • Be specific about what you need from them and by when
  • Set communication expectations upfront to avoid misunderstandings
  • Provide access to any relevant tools or portals immediately
  • Follow up if you don't hear back within 48 hours

What Makes This Template Effective

Warm Welcome

Sets a positive, professional tone from day one.

Clear Next Steps

Outlines exactly what happens next and what you need from them.

Expectations Setting

Establishes communication preferences and working style upfront.

Resource Sharing

Includes links to relevant documents, portals, or tools.

Contact Information

Provides clear ways to reach you and expected response times.

Kickoff Scheduling

Prompts scheduling of kickoff call or meeting.

Frequently Asked Questions

When should I send the onboarding email?

Send immediately after the contract is signed and deposit received—ideally within a few hours. This capitalizes on their excitement and sets expectations while the project is top of mind.

What should I include in a client onboarding email?

Include: warm welcome, clear next steps, what you need from them, timeline, communication preferences, relevant links/resources, and a call-to-action (usually scheduling a kickoff call).

Should I create a separate onboarding sequence?

For complex projects or premium services, yes. Consider a 3-email sequence: 1) Welcome & immediate next steps, 2) Access & resource setup, 3) Kickoff call prep with agenda. Space them 1-2 days apart.

How do I handle clients who don't respond to onboarding?

Follow up at 48 hours, then again at 5 days. Be direct: "I want to make sure we start your project on time. Please send [items needed] by [date] so we can stay on schedule."

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