Client Welcome Letter Template
A client-welcome letter greets a new customer and sets them up for success.
Copy this template
What to fill in
- The outcome they purchased
- The first activation step
- Their named contact
- A check-in date
Tips
Make the first step obvious.
Assign a human contact, not a generic inbox.
Set a check-in so onboarding doesn't stall.
FAQ
When should the welcome go out?
Immediately after signup or first payment — momentum matters most in week one.