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5 Great New Client Email Templates To Copy & Paste

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That first email to a new client is a big deal. It's your first real chance to show them what it's like to work with you.

Relying on a template means you can nail that welcome every single time, without starting from a blank page. We'll cover five different types of new client emails to help you do just that.

Tips for Writing New Client Emails

  • Set clear expectations. Don't leave your new client guessing. Tell them exactly what happens next, what you're working on, and when they'll hear from you again. It immediately builds confidence and trust.
  • Personalize beyond their name. Reference a specific goal or detail from your initial conversation. This small touch shows you listen and that they aren't just another entry in your CRM.
  • Include necessary resources. Give them everything they need right away. Link to their client portal, attach a welcome packet, or list out the first few items you need from them. This gets the project moving and makes it feel real.
  • Reiterate the value. Gently remind them why they hired you. A simple line like, "We're excited to get started on [their specific goal]" reinforces their decision and sets a positive tone for the entire project.

Types of New Client Email Templates We Will Cover

  1. Welcome Aboard Email Template
  2. Onboarding Process Email Template
  3. Service Introduction Email Template
  4. Account Setup Email Template
  5. First Meeting Email Template

5 New Client Email Templates

1) Welcome Aboard Email Template

<template>

Subject: Welcome to [*Your Company Name*]!

Hi [*Client Name*],

On behalf of everyone at [*Your Company Name*], welcome. We are genuinely excited to have you on board and to start our work together.

We're already focused on your primary goal of [*mention a specific goal or project detail from a past conversation*]. Our team is committed to helping you achieve this.

Keep an eye on your inbox for another email that will outline the next steps, including onboarding details and what to expect in our first week. For now, we just wanted to say hello and thank you for trusting us with your project.

We're looking forward to creating great work with you.

All the best,

[*Your Name*]

[*Your Title*]

[*Your Company Name*]

</template>

2) Onboarding Process Email Template

<template>

Subject: Your Onboarding with [*Your Company Name*]

Hi [*Client Name*],

We're ready to get started, and this email contains everything you need for a smooth onboarding process. Let's walk through the next steps together.

First, please review our attached Welcome Packet. It details our process, communication channels, and what you can expect from our partnership. You can also access your dedicated client portal here: [*Link to Client Portal*].

To get the ball rolling, we'll need a few things from your end, such as [*list of initial items, e.g., brand assets, account logins, etc.*]. Please provide these by [*Date*] so we can dive right in.

Once we have these items, our team will begin [*mention the first task, e.g., the initial account audit*]. We will reach out to schedule our official kickoff call for early next week.

We're excited to begin this journey with you. If you have any questions, please don't hesitate to reply to this email.

Best,

[*Your Name*]

[*Your Title*]

[*Your Company Name*]

</template>

3) Service Introduction Email Template

<template>

Subject: An Introduction to Your [*Service Name*] Service

Hi [*Client Name*],

We’re excited to officially kick off your [*Service Name*]. This email is to give you a clear overview of what this service includes and how we’ll be working together to achieve [*mention their primary goal*].

Our [*Service Name*] is designed to [*explain the core purpose of the service, e.g., build your new brand identity, manage your social media presence*]. Your main point of contact will be [*Team Member Name*], who is dedicated to your project's success.

Here’s what you can expect from us: [*briefly list 1-2 key deliverables or actions, e.g., weekly performance reports, monthly strategy calls*]. We will manage all the details, and you’ll have complete visibility through your client portal.

We are confident in the value this service will bring to your business. We're looking forward to getting started.

Best,

[*Your Name*]

[*Your Title*]

[*Your Company Name*]

</template>

4) Account Setup Email Template

<template>

Subject: Your [*Your Company Name*] Account is Ready

Hi [*Client Name*],

Your account with [*Your Company Name*] has been created. This email contains the details you need to log in and get started.

To set your password and access your dashboard, please follow this link: [*Link to Account Setup*]. Your username is the email address this message was sent to.

Once you're logged in, we encourage you to take a moment to review your account details. This is your space to manage your projects and communications with us.

If you have any trouble logging in, please let us know.

Best,

[*Your Name*]

[*Your Title*]

[*Your Company Name*]

</template>

5) First Meeting Email Template

<template>

Subject: Kickoff Meeting for [*Project Name*] on [*Date*]

Hi [*Client Name*],

This email is to confirm our first meeting, scheduled for [*Date*] at [*Time, including time zone*]. We're looking forward to connecting and officially kicking off our work together.

Here is the agenda we have planned for our call:

  • Review your primary goals for [*Project Name*].
  • Walk through the project plan and initial timeline.
  • Outline the next immediate steps.
  • Answer any questions you may have.

You can join the meeting using this link: [*Meeting Link*]. Please come prepared with any initial questions you have for us.

Talk soon,

[*Your Name*]

[*Your Title*]

[*Your Company Name*]

</template>

What About Using Flodesk?

Flodesk

Now that you have these five new client email templates, you need a straightforward way to send them. Flodesk provides intuitive email marketing tools designed for small businesses, helping you manage and grow your client relationships. You can create, send, and automate your client communications without needing any coding or design experience.

With our intuitive email builder, powerful automations, and well-designed forms, Flodesk gives you everything you need for effective email marketing. We focus on providing the essential tools without the complexity, so you can send professional, high-converting emails with ease.

Wrapping Up

A strong start with a new client is essential, and these templates provide the foundation for clear communication from day one. They help you set expectations, build trust, and get projects moving forward efficiently.

Ready to put these templates into action? Flodesk is designed to help you send well-crafted emails that reflect your brand. Sign up to Flodesk and start building better client relationships today.

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Flodesk Team
ABOUT THE AUTHOR
Flodesk Team

Flodesk Team is passionate about empowering entrepreneurs and businesses to create stunning, effective emails. With expertise in email marketing, automation, and design, we’re here to share insights, tips, and strategies to help you grow your brand.

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