Write a welcome email for a new client
Create a welcome and onboarding email that tells a new client exactly what happens next, what you need from them and how to reach you.
The prompt
Write a welcome email for a new client of [BUSINESS NAME], a [TYPE OF BUSINESS]. What they bought: [SERVICE / PACKAGE] What happens next, in order, with timing: [STEPS] What I need from them and by when: [e.g. documents, access, a signed form, a deposit] How and when to reach us: [contact method, hours, expected response time] Who they will work with: [NAMES AND ROLES] The email should: - Thank them in one sentence, without gushing. - Lay out the next steps as a short numbered list with dates. - Make the "what I need from you" part impossible to miss. - Set expectations on response times and how changes or questions are handled. - End with one clear first action. Keep it under 250 words. Also give a subject line and a one-paragraph text message version.
Replace every [BRACKETED] part with your own details before sending.
How to use it
Send it within a day of signing. Turn it into a template and update it whenever clients ask a question it should have answered.
Related prompts
Design a client intake form
Design an intake or booking form that collects exactly what you need from new clients up front, with no unnecessary questions, in a sensible order.
Plan the first 30 days for a new hire
Build a day-by-day and week-by-week onboarding plan so a new employee knows what to learn, who to ask and what good looks like by day 30.
Announce a price increase
Write a respectful price increase notice for existing customers that explains the change, gives notice and reminds them of the value they get.
Build a library of saved replies
Turn your most common customer emails into a set of reusable saved replies with placeholders, written in a consistent and friendly voice.