Client Onboarding Welcome Pack
The email that makes a new client feel they chose well — and trains them to work with you
When to use it: Use the day a new client signs; sets expectations before the honeymoon ends
Write my new-client welcome email + expectations one-pager.
BUSINESS: [WHAT YOU DO]. New client: [NAME + WHAT THEY BOUGHT]. How we work: [COMMS CHANNEL + RESPONSE TIMES, MEETING CADENCE, WHO DOES WHAT]. What I need from them first: [LIST — access, assets, decisions]. First milestone: [WHAT + WHEN].
Produce:
1. Welcome email (under 150 words): genuine warmth, what happens next and when, the ONE thing I need from them this week.
2. A one-page "How we work together" doc: response-time promises both ways, how to raise a problem early, what's in/out of scope, and how changes get quoted.
3. A 7-day check-in message for my calendar.
Tone: confident and warm — a professional who runs a tight ship, not a supplier begging to please.Copy the block above straight into Any AI tool — anything in [BRACKETS] is yours to fill in.
Want it tuned to your business? Bring it to the free weekly call and we'll adapt it live.
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