Your client onboarding emails are the first real taste of what it’s like to work with you. To help you kick things off right, we’re breaking down five essential email templates you can use.
Relying on a template streamlines the process, freeing you up to add your personal touch and build a genuine connection from day one.
<template>
Subject: Welcome aboard, [*Client Name*]!
Hi [*Client Name*],
We are so excited to officially welcome you to [*Your Company Name*]. We're looking forward to partnering with you to achieve [*Client's Main Goal*].
To get everything in motion, here’s a quick outline of what to expect next:
We are ready to get started. If any questions come to mind, don't hesitate to reach out.
All the best,
[*Your Name*]
[*Your Title*]
[*Your Company Name*]
[*Your Website*]
</template>
<template>
Subject: Action Required: Set up your [*Your Company Name*] account
Hi [*Client Name*],
To get started, you'll need to set up your account in our client portal. This is where you’ll be able to view project files, track progress, and manage communications all in one place.
Here are your login details:
Login Page: [*Link to Login Page*]
Username: [*Client's Email Address*]
Temporary Password: [*Temporary Password*]
For your security, you will be prompted to create a new, permanent password after your first login.
If you have any trouble accessing your account, please let us know.
Best,
[*Your Name*]
[*Your Title*]
[*Your Company Name*]
[*Your Website*]
</template>
<template>
Subject: Getting started with [*Your Service Name*]
Hi [*Client Name*],
Now that your account is set up, let's introduce you to [*Your Service Name*]. I’m [*Your Name*], and I will be your main point of contact for this project. My role is to guide you through our process and make sure we achieve your goals.
To get started, I’ll be your go-to person for any questions about [*Specific area of service, e.g., design, strategy, technical setup*]. We'll work together to [*Briefly describe the primary outcome of the service*].
Our immediate next step is the kickoff call. Please look for a separate calendar invitation to schedule a time that works for you. In that meeting, we’ll review your objectives and outline the project timeline.
Looking forward to it,
[*Your Name*]
[*Your Title*]
[*Your Company Name*]
[*Your Website*]
</template>
<template>
Subject: Action Required: Please provide documents for [*Project Name*]
Hi [*Client Name*],
To keep our project moving forward, we need a few key documents from you. Providing these will allow us to [*Explain why the documents are needed, e.g., begin the design phase, complete your account setup*].
Here’s a quick list of what we need:
You can upload all files directly and securely to your shared folder here: [*Link to Shared Folder or Client Portal*]. To stay on schedule, please provide these by [*Date*].
If you have any questions about these items, just let us know. We're here to help.
Thanks,
[*Your Name*]
[*Your Title*]
[*Your Company Name*]
[*Your Website*]
</template>
<template>
Subject: Following up on [*Previous Request*]
Hi [*Client Name*],
I’m just following up on my previous email regarding [*the specific request, e.g., the documents we need*].
We're ready to move forward with [*Project Name*], and getting this information will allow us to [*explain the impact, e.g., finalize the project timeline*].
Please let me know if you have any questions or if there's anything I can do to help from my end.
Best,
[*Your Name*]
[*Your Title*]
[*Your Company Name*]
[*Your Website*]
</template>
These five client onboarding email templates become even more powerful when you can automate them, and Flodesk provides the tools to do just that. Designed for small businesses, our platform helps you grow and manage your email list with ease. You don't need any coding or design experience to build and send emails that connect with your audience and support your business goals.
Flodesk gives you everything required for effective email marketing, all in one place. With our intuitive email builder, robust automation features, and well-designed forms, you can create a professional and engaging experience for your clients. We handle the complexity so you can focus on building relationships.
A thoughtful client onboarding process sets the foundation for a successful partnership. The templates above give you a starting point, and the right tool helps you put them into practice.
Flodesk enables you to automate your onboarding with emails that look and feel like your brand. Sign up to begin creating your client experience.
Stunning email marketing and automation tools to bring your brand to life and scale your small business.
