Free tool · ready to copy
The welcome email that starts a project right
A new client wants to know three things: what happens next, when, and what you need from them. Fill in the fields, copy the email.
Your email
Send a link instead: your client finds milestones, files and chat there, under your logo.Create your client portal
How it works
- 1Enter the client, the project and the start date.
- 2List the main milestones, one per line, and what you need from the client.
- 3Copy the email and send it.
FAQ
What should a client onboarding email include?
A short thank-you, the project milestones, the start date, what you need from the client to get going, and where they will follow everything.
When should I send it?
The day the contract is signed, or at the latest the day before kickoff. The earlier it lands, the fewer questions you get.
Is my information saved?
No. The email is generated in your browser and nothing is sent.
What if your client found everything in one place?
Milestones, files, approvals and chat in a portal under your logo. 7-day trial.
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