IT & Software

Welcome Email Template

Help me draft a welcome email template for [client with specific but non-personal identifiable details]

What This Prompt Does

  • Crafts a polished and personalized welcome email template for new clients based on provided business and client details.

  • Clearly outlines next steps, introduces team contacts or systems, and sets expectations for service delivery.

  • Uses your preferred tone and voice, helping you create a consistent and professional client experience from day one.

Tips

  • Be clear about what happens next: include onboarding steps, links to portals or documents, and who the client can contact for help.

  • Match the tone to your brand—whether it’s formal and expert-led or casual and friendly, the email should reflect your firm’s identity.

  • Reinforce value by briefly stating what services the client has signed up for and how those services will benefit their business.

  • Consider including a welcome packet, FAQs, or calendar invite link to increase engagement and reduce future friction.

  • End with a warm, personal closing that makes the client feel valued, not just processed.

Prompt

Help me draft a welcome email template for [client with specific but non-personal identifiable details]

How To Use The Prompt

Fill in the placeholders [CLIENT NAME], [REQUESTED ITEM], [REASON FOR REQUEST], [DEADLINE/URGENCY], and [FIRM’S BRAND VOICE] to create a custom email tailored to the specific client scenario.

Example Prompt:
“Draft an email to my client requesting additional information about their Q1 2025 financial statements, including expense receipts and payroll reports. The deadline is next Friday. Keep the tone professional and friendly.”

Example Input

INFORMATION ABOUT ME:

  • Client Type: Solo entrepreneur in e-commerce

  • Services Signed Up For: Monthly bookkeeping, quarterly tax filings, and one-on-one financial planning sessions

  • Firm Name: ClearPath Accounting

  • Main Point of Contact: Jamie Rivera, Client Success Manager

  • Contact Info: support@clearpathacct.com

  • Tone/Style: Warm, professional, and easy to understand

Additional Information

This prompt is perfect for accountants, bookkeepers, coaches, or service providers who want to impress new clients with structured, thoughtful onboarding. Use it to:

  • Standardize your client welcome experience across your team

  • Improve communication clarity from the start of your engagement

  • Position yourself as proactive, organized, and client-centric

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