12 Free Client onboarding email templates
Everything you need to onboard your clients! These emails span the entire onboarding process - from the initial inquiry to the proposal stage. As a bonus, we have also included an email template you can send to your client prior to the initial consultation - this email confirms the date & time and gives a detailed breakdown of the consultation process, what to expect during the consultation and the steps following the consultations. This creates clear expectations for you potential client and prevent clients from claiming that they did not find value during the consultation.
Everything you need to onboard your clients! These emails span the entire onboarding process - from the initial inquiry to the proposal stage. As a bonus, we have also included an email template you can send to your client prior to the initial consultation - this email confirms the date & time and gives a detailed breakdown of the consultation process, what to expect during the consultation and the steps following the consultations. This creates clear expectations for you potential client and prevent clients from claiming that they did not find value during the consultation.
Everything you need to onboard your clients! These emails span the entire onboarding process - from the initial inquiry to the proposal stage. As a bonus, we have also included an email template you can send to your client prior to the initial consultation - this email confirms the date & time and gives a detailed breakdown of the consultation process, what to expect during the consultation and the steps following the consultations. This creates clear expectations for you potential client and prevent clients from claiming that they did not find value during the consultation.