Draft an onboarding email for new clients
Works with ChatGPT · Claude
Welcome a new client and tell them exactly what happens next.
The problem
New clients feel uncertain right after saying yes.
What this skill does
AI writes a warm welcome with next steps, timeline, and contacts.
When to use it
- Use right after a client signs on.
Juni’s tip
Juni says: the first email sets the tone for the whole relationship.
The prompt
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Weak vs. better
welcome email for clients
Write a warm onboarding email for a new client of [service]. Include: a genuine welcome, the first 3 steps and who does what, the timeline, what I need from them, and how to reach me. Confident and friendly tone.
Why this works
A clear 'what happens next' email turns post-purchase nerves into confidence.
Practice task
Draft the onboarding email a new client of yours would receive.
Self-check
- Next steps and timeline are clear
- What you need from them is stated
- Tone is warm and reassuring
Common mistakes to avoid
- Welcoming them but giving no next steps
- Forgetting what you need from the client
- Sounding cold or purely transactional
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