The Only Onboarding Email Template You’ll Ever Need

Is client onboarding a bottleneck in your business? You’re able to attract new clients but the process of collecting payments and filling out questionnaires leaves you and your clients feeling frustrated?

Well, what if we told you that you could consolidate your onboarding into 1 simple email? It’s true!

Onboarding emails are a valuable asset. They can set new customers up for success and set the expectation for working with you.

Steal our email template that will cut out ALL the back-and-forth during your onboarding process.

You’ll need these 4 things:

• A PDF of your contract or a link to your e signature software
• A link to your invoice- that they can pay online if possible
• A Calendly link that’s attached to your calendar
• Any pre-onboarding homework

Save the following email draft as a template:

If you’re onboarding a lot of clients at once, here’s a little bonus tip.

Connect Zapier to automatically create a client folder in Google Drive each time an email is sent out. Looking for more ways to streamline your business? Book a complimentary call and we’d be happy to discuss your needs and where we can step in to help.