Welcome & Expectations Email

Fill in a few details and generate the note a new client gets the moment they sign, so their excitement flows into onboarding, not a pile of early tasks. You can edit every word before you send it.

Using this on your own site? Set your firm name and logo above, then download your branded copy.

Client & message details

Client's first name?Personalises the greeting. Use the main contact you'll work with.

Client company?Referenced warmly in the note. Optional.

Where should they send requests??One clear channel (an email or shared inbox) so early questions land in one place instead of scattered messages. This is the core of the fix.

Days to first priorities plan?Sets a concrete early deliverable date, the first tangible win that builds trust.

Sign-off name?Who the email comes from.