# Client Onboarding Email Swipe File

## 1️⃣ Welcome & First‑Step Confirmation  
**Use‑case:** Sent immediately after a prospect signs the contract. Sets the tone, confirms next steps, and builds excitement.

**Subject:** Welcome to [Your Company] – Your Journey Starts Now!

Hey [First Name],

Congratulations on taking the first step toward [desired outcome, e.g., “doubling your sales”] with us! 🎉

Here’s what happens next:

1️⃣ **Kick‑off Call** – We’ve booked you for **[Date] at [Time]** (your calendar link: [Calendly Link]).  
2️⃣ **Onboarding Form** – Please fill out this quick form so we can tailor the strategy to your business: **[Onboarding Form URL]**.  
3️⃣ **Access Details** – Your client portal is ready: **[Portal URL]** (login: **[Email]**, password: **[TempPassword]**).

Got questions? Just hit reply – I’m here to help.

Welcome aboard,  
[Your Name]  
[Title] | [Company]  
[Phone] | [Website]

---

## 2️⃣ “Your Toolkit Is Ready” – Delivering Resources  
**Use‑case:** Sent after the kick‑off call to provide the client with all necessary assets.

**Subject:** Your Onboarding Toolkit Is Live – Dive In!

Hi [First Name],

It was great chatting on our call! As promised, everything you need to hit the ground running is now in your portal.

🔧 **What’s inside:**  
- **Strategy Blueprint** – Your custom plan (PDF)  
- **Brand Assets** – Logos, color codes, fonts  
- **Project Timeline** – Milestones & deliverables (Gantt chart)  
- **FAQ Sheet** – Answers to the most common questions

Access everything here: **[Portal URL]** (login: **[Email]**).

Take 10 minutes to review the Blueprint and let me know any tweaks you’d like. Your feedback shapes the final plan.

Talk soon,  
[Your Name]  
[Title] | [Company]

---

## 3️⃣ “First Milestone Completed” – Celebrating Progress  
**Use‑case:** Sent when the first deliverable or milestone is finished.

**Subject:** Milestone #1 ✅ Completed – Next Steps Inside!

Hey [First Name],

We’ve just wrapped up **Milestone #1: [Milestone Name]** and the results are looking strong:

- **Key metric:** [Metric] (↑[Percentage]%)  
- **Deliverable:** [Deliverable Name] (download: [Link])

What’s next?  

1️⃣ **Review** – Please look over the deliverable and share any comments by **[Date]**.  
2️⃣ **Approval** – Once you’re happy, click **[Approval Button]** to move to the next phase.  
3️⃣ **Prep** – Begin gathering the assets listed in the attached checklist for Milestone #2.

Your partnership is the engine behind this progress. Thanks for being proactive!

Best,  
[Your Name]  
[Title] | [Company]

---

## 4️⃣ “Need Your Input” – Requesting Feedback  
**Use‑case:** Sent when you need specific information or approvals to keep the project on schedule.

**Subject:** Quick Input Needed – Help Us Keep the Momentum

Hi [First Name],

We’re at a critical juncture and need a few details from you to stay on track:

- **[Question 1]** – e.g., “Which product line should we prioritize?”  
- **[Question 2]** – e.g., “Do you prefer the blue or green mockup?”  
- **[Question 3]** – e.g., “Can we schedule the next review for next Tuesday?”

Please reply directly to this email or click the short form here: **[Feedback Form URL]** (takes <2 minutes).

Your response by **[Deadline]** will keep us on schedule for the **[Target Date]** launch.

Thanks for your quick attention!  
[Your Name]  
[Title] | [Company]

---

## 5️⃣ “Mid‑Project Check‑In” – Reinforcing Value  
**Use‑case:** Sent halfway through the engagement to recap wins and reaffirm ROI.

**Subject:** Mid‑Project Pulse Check – See What We’ve Achieved!

Hey [First Name],

We’re halfway through our engagement and I wanted to share a snapshot of the impact so far:

| KPI | Baseline | Current | Δ |
|-----|----------|---------|---|
| Leads per week | [Baseline] | [Current] | +[%] |
| Conversion rate | [Baseline] | [Current] | +[%] |
| Revenue uplift | $[Baseline] | $[Current] | +[Amount] |

These numbers tell a clear story: we’re on track to exceed the **[Goal]** we set at kickoff.

What would make the next month even better for you? Let me know any new priorities or adjustments you’d like.

Onward and upward,  
[Your Name]  
[Title] | [Company]

---

## 6️⃣ “Final Deliverable & Wrap‑Up” – Closing the Project  
**Use‑case:** Sent when the project is complete, delivering final assets and next‑step recommendations.

**Subject:** Your Final Deliverables Are Ready – Next Steps Inside

Hi [First Name],

It’s a pleasure to deliver the final package for **[Project Name]**. Inside the portal you’ll find:

- **Complete Report** – Insights, analytics, and next‑phase recommendations (PDF)  
- **All Creative Assets** – Organized in folders for easy download (ZIP)  
- **Performance Dashboard** – Live view of key metrics (link: [Dashboard URL])

**Next steps you may consider:**  

1️⃣ **Implementation Coaching** – 4‑week program to execute the recommendations (details: [Link])  
2️⃣ **Ongoing Optimization** – Monthly retainers to keep the momentum (quote attached)  
3️⃣ **Referral Bonus** – Introduce a fellow business and earn **$[Amount]** credit.

Thank you for trusting us with your growth. I’m just an email away if you need anything.

Warm regards,  
[Your Name]  
[Title] | [Company]

---

## 7️⃣ “Referral Request” – Leveraging Satisfaction  
**Use‑case:** Sent a few days after project completion, when the client is happy.

**Subject:** Loved Our Work? Share the Love & Earn Rewards!

Hey [First Name],

I hope you’re enjoying the results of **[Project Name]**! If you’re seeing the impact we aimed for, could you help us spread the word?

**Here’s the deal:**  
- Refer a business that could benefit from our services.  
- When they sign a contract, you receive **$[Amount]** credit toward any future service or a **[Gift]** of your choice.

Just forward this short intro email to your contact, or fill out the referral form here: **[Referral Form URL]**.

Your endorsement means the world to us—and we’ll make sure you’re rewarded.

Thanks a ton,  
[Your Name]  
[Title] | [Company]

---

## 8️⃣ “Re‑Engagement Offer” – Upsell After 30‑Days  
**Use‑case:** Sent 30 days after project close to propose a next‑level package.

**Subject:** Ready for the Next Level? Exclusive Offer Inside

Hi [First Name],

It’s been a month since we delivered **[Project Name]**, and the early data shows **[Positive Trend]**. Imagine what we could achieve with a deeper dive.

**Special 30‑Day Upgrade:**  
- **Advanced Analytics Suite** – Real‑time insights + AI forecasting  
- **Dedicated Account Manager** – Faster turn‑around on requests  
- **Performance Guarantee** – +[%] lift in [Key Metric] or your money back

Enroll by **[Expiration Date]** and lock in a **15% discount** on the upgrade package.

Let’s schedule a quick call to discuss how this fits your growth plan: **[Calendly Link]**.

Looking forward to scaling together,  
[Your Name]  
[Title] | [Company]

---

## How to customize these emails  

1. **Swap the brackets for your actual merge tags** – Most ESPs use formats like `{{first_name}}`, `%FIRSTNAME%`, or `*|FNAME|*`. Replace `[First Name]`, `[Company]`, etc., with the syntax your platform requires.  

2. **Adjust tone to match your brand** – If you’re a tech‑savvy SaaS, keep it crisp; if you’re a boutique agency, feel free to add more personality or emojis.  

3. **Insert your unique URLs** – Replace placeholder links (`[Calendly Link]`, `[Portal URL]`, etc.) with the live URLs that lead to the correct destination for each client.  

4. **Personalize the metrics** – Wherever you see a table or KPI line, pull the actual numbers from your reporting dashboard before sending. Real data dramatically boosts credibility.  

5. **Test subject lines** – Run A/B splits on at least two variations of each subject line to discover which drives higher open rates for your audience.  

6. **Add a signature image** – A small, professional headshot or logo under the sign‑off can increase recognition and trust.  

7. **Set up automation triggers** – Use your CRM to fire each email at the right event (contract signed, kick‑off completed, milestone delivered, etc.) so the flow feels seamless and timely.  

8. **Proofread for brand compliance** – Double‑check that any legal language, disclaimer, or branding guideline is correctly applied before the first send.  

Once you plug in the specifics, you’ll have a high‑converting onboarding sequence that welcomes, educates, and turns new clients into raving advocates. Happy emailing!