Onboarding

Email Template

SUBJECT LINE
We really like to be warm, inviting and friendly with this  rst email, and we
want our subject line to reaect those emotions.

—Welcome! We’re so glad to have you!

—[Client name], let’s get started - meet the team!

—Welcome to the family!

BODY

Hey [Client Contact Name]!

Welcome to the [Business Name] family! Thank you for sending this opportunity
[our/my] way. [We are/I am] so excited to work with you and your team

on [project description].

Before we dig in, I want to make sure you know that you can reach me at any

time during business hours by email or phone: [phone number]. I’ll be happy

to  eld any questions or comments you have along the way.

The most important thing we need to do is schedule our discovery session

together. This will be a [time] meeting that [short description of discovery].

[We’d/I’d] like to sit down within the next two weeks, and [we are/I am]

available on these days: [two date and time options]. Will either of those

work for you?

Next up, I’ll send you a follow up email to help you get up to speed and

integrated with every aspect of our process–stay tuned for those details!

As promised, here is a countersigned copy of the agreement: download it by

clicking here.

Again, welcome to the family: very excited for the adventure ahead!

[Signature]