New Client Welcome Email 

Use this template in Financial Cents
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 client welcome emails that achieve 3 things:

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

In this new client 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!

Get the New Client Welcome Email Template

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Use the New Client Welcome Email 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
Use in FC for FREE
Financial Cents is AMAZING and does almost everything we need to manage our client work, track billable hours and communicate internally and with clients.
Jonathan BurnsPresident, Back Office Stars
Working with Financial Cents is helping us bring our firm to the next level! It helps us track all work being done in the office from annual tax returns, monthly bookkeeping and payroll to just returning a call to a client. All of that translates into the excellent customer service with strive for every day with our clients.
Nancy WilsonManaging Director, JNW Group
We love how easy it is to use. My favourite is the client interaction solution. Everyone can access the tasks and any phone calls made/received can be logged that way anyone on your Team can see the details.
Breanna BarnesAccountant, BCE Accounting & Tax
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