Welcome Email Templates

New Client Welcome Email 

The welcome email you send to your client is part of their onboarding experience. It will either make them feel even more confident in their decision to go with you or leave them wondering if they made the wrong choice; pushing them to look for back-ups or alternatives incase things don’t go well.

What you want to do is to send new clients welcome emails that achieve 3 things:

  • Make them feel welcome
  • Reiterate the value you promise to deliver
  • Clearly define next steps

In this welcome email template, you’ll find:

  • 11 Subject line examples
  • 3 Customizable welcome email samples that meet all the criteria we shared above

If you’re looking for an easy way to implement this template in your firm then try Financial Cents, our practice management solution with inbuilt client communication features. It’s FREE for 14 days!

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Use in Financial Cents

Get more out of this template by adding it to Financial Cents:

  • Send and receive emails from clients via our email integration
  • Track client communication & turn emails into tasks