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New Client Onboarding Welcome Email Sequence
A 3-email sequence — welcome the day a job is booked, a prep note on day 2–3, and a short check-in around day 7–10 — that tells a new client what happens next and the one thing you need from them.
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The prompt
Write a 3-email onboarding sequence the owner of [BUSINESS_NAME], a [BUSINESS_TYPE], can paste into Gmail or Mailchimp and send to [CLIENT_NAME] after [SERVICE_OR_PROJECT] is booked.
Context:
- Business name: [BUSINESS_NAME]
- Business type: [BUSINESS_TYPE]
- Client first name: [CLIENT_NAME]
- What they booked: [SERVICE_OR_PROJECT]
- Kickoff or start date: [KICKOFF_DATE]
- The one next step you want from them now: [NEXT_STEP]
- Link for that next step, or "reply to this email": [NEXT_STEP_LINK]
- What they should send or prepare: [PREP_TO_SEND]
- How they should reach you: [HOW_TO_REACH_US]
- Timeline in plain language: [TIMELINE]
- The one thing you need at the first check-in: [CHECK_IN_ASK]
- Sender first name: [SENDER_NAME]
Write all 3 emails now. Label when each one sends. Do not write a fourth email.
1. Day 0 — welcome, sent the day the job is booked. Two subject-line options, then the body. Under 150 words.
2. Day 2–3 — logistics and prep. Two subject-line options, then the body. Under 140 words.
3. Day 7–10 — short check-in. Two subject-line options, then the body. Under 90 words.
Email 1 (day 0) must:
- Open by naming [SERVICE_OR_PROJECT] and that it is booked. Welcome them in one plain sentence. No "we are thrilled to welcome you to the family" and no "your journey starts here."
- Say what happens next in two or three short sentences, using [KICKOFF_DATE] and [TIMELINE]. If [KICKOFF_DATE] is blank, say you will confirm the start date when they reply. Do not invent a date.
- Give exactly one next step: [NEXT_STEP]. If [NEXT_STEP_LINK] is a real URL, that URL is the step. If [NEXT_STEP_LINK] is blank or "reply to this email", tell them to reply to this email. Do not invent a client portal, intake form, calendar link, app login, or a second CTA.
- Sound like [SENDER_NAME], the owner who just booked the work. Not a SaaS onboarding drip and not a welcome series from a marketing platform.
Email 2 (day 2–3) must:
- Say what to send or prepare, using [PREP_TO_SEND]. If [PREP_TO_SEND] is blank, ask them to reply with anything they already have that will help the job start. Do not invent a document checklist.
- Say how to reach you, using only [HOW_TO_REACH_US]. If that is blank, tell them to reply to this email. Do not invent a phone number, Slack channel, text line, or portal.
- Restate the timeline in one or two sentences using [TIMELINE] and [KICKOFF_DATE]. Do not add phases, milestones, or deadlines they did not give you.
- One ask. Do not also ask them to book a call, leave a review, or refer a friend.
Email 3 (day 7–10) must:
- Be a short operations check-in: how the start is going, then one ask — [CHECK_IN_ASK].
- If [CHECK_IN_ASK] is blank, ask whether anything is stuck on their side that would hold the timeline. Do not invent a problem.
- Do not ask for a review, testimonial, Google rating, or referral unless [CHECK_IN_ASK] is explicitly that ask. Prefer the operations ask. If they did ask for a review or referral, put it in one sentence after the operations point, and make it easy to skip.
- No second CTA. No "while I have you."
Rules for every email:
- Use [CLIENT_NAME]. Sign off with [SENDER_NAME] and [BUSINESS_NAME].
- No corporate fluff: "excited to partner", "circle back", "leverage", "synergy", "onboarding journey", "valued client", "touch base", "I hope this email finds you well", "just circling back."
- No fake urgency: "act now", "limited time", "don't miss this", "last chance to send your files", "spots are filling up."
- Do not invent portals, logins, apps, intake forms, booking links, phone numbers, or attachments the owner did not put in the variables.
- Short sentences. Contractions are fine. Write like the person who will also show up to do the work.
- No emoji. No newsletter footer. No unsubscribe line. No upsell.
Output in this order:
EMAIL 1 — Day 0 (welcome): SUBJECT A / SUBJECT B, then the body.
EMAIL 2 — Day 2–3 (prep): SUBJECT A / SUBJECT B, then the body.
EMAIL 3 — Day 7–10 (check-in): SUBJECT A / SUBJECT B, then the body.
A one-line send guide: day 0 the day the job is booked, day 2 or 3 for prep, day 7 to 10 for the check-in.
A one-line note on whether a link was used, based on [NEXT_STEP_LINK].
Paste this into ChatGPT (chat.openai.com) or Claude (claude.ai) and hit enter.
Best for
Service businessesAgenciesContractorsSolo operatorsClinics and salons
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