The goal of a welcome email is to preserve momentum built up during the initial closing process and answer some of the client's common doubts or questions that might arise before the project starts.
For many companies, a welcome email might include a short PDF document that contains a brief introduction to the most important information about the working relationship between yourself and your new client.
Ideally, you will send the welcome email as soon as the contract has been finalized, and before work on the project has actually begun.
Consider including the following in your welcome email:
Below you will find an example of the structure of a welcome email, outlining an executive summary of the company's values and their relationship with a new client:
If you already have a template PDF ready to be customized to welcome a new client, you can edit this template so that the file upload field below includes that master. That way, anyone running this checklist will be able to quickly and easily access it and make necessary alterations before sending it off.