Client onboarding email for agency engagements with clear prep checklist.
Hi {{first_name}},
Welcome aboard. We are excited to start working with {{client_company}}.
Before kickoff, please complete this intake form: {{intake_link}} and share access to {{tool_list}}.
Our team will send the project timeline and weekly communication cadence next.
To help your team get value quickly, I can share a first-week checklist with setup priorities and common pitfalls to avoid.
If you send your primary goal, I will tailor the checklist to your exact use case.Replace all {{variables}} with your actual information before sending.
Sets clear expectations and next actions immediately after signup.
Reduces onboarding friction by focusing on one key action at a time.
Invites direct replies early, which builds trust quickly.
Welcome, {{first_name}} - here is what you can expect
View template Welcome & OnboardingYour trial is live - 3 quick steps to start
View template Welcome & OnboardingYour download is ready
View template Welcome & OnboardingYour membership is now active
View template