Free email templates for onboarding new clients

Starting the journey

You’ve scored a new client, and the first part of your journey with them is onboarding. You want to ensure that you collect all the essential information to get their project up and running. We’ve crafted these free email templates for onboarding to save you time —use them as a basis for your own communication or send them as is.

Use these free email templates for onboarding

To ensure you get all the information required, you want to ask the right questions to make the onboarding process simple. Your onboarding emails to clients are a pathway to open communication.

Timely reminders are also helpful to get clients to remember to send over that crucial information. It can also help to add some personalization as well.


Free email template: First onboarding

[Name]

Welcome aboard! I hope you are well. As part of our journey to build a great site for [their business name], I need some information to get the account set up and the ball rolling. Would you be able to provide the following via this link [add your link to an onboarding survey].

Once this is completed, I will set up a kick-off call for the first steps. If you have any questions, please feel free to reach out and I’ll be happy to assist you.

Best,

[Your Name]


Free email template: Onboarding kick off call

[Name]

Thanks for choosing our services! Per our previous conversations and having received the information needed, I’d like to schedule a kick-off call to set requirements for your site and provide a timeline of the next steps. Feel free to schedule some time on my calendar [link to calendar if you have one] at your earliest convenience.

I look forward to speaking with you soon.

Best,

[Your Name]


Free email template: Reminder for information

[Name]

I hope you are doing well. I wanted to follow up with you about the onboarding documents I sent over. To ensure that I can start your project on time, please send the required information over at your earliest convenience.

Best,

[Your Name]


Free email template: Onboarding complete

[Name]

Thank you for completing the onboarding process. Now that this is complete, we can begin the next steps and get your project underway. As outlined in our earlier discussion we have a timeline that you can refer to. Please reach out with any further questions should you have any.

Again, thank you for choosing our services and we look forward to building something great!

Best,

[Your Name]


Finding the email templates you need?

We hope these free email templates are saving you time. If you ever find there’s one you need and we haven’t published it yet, drop a line in the GoDaddy Pro Community. We’ll make it a high priority.