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Sample welcome email (Demo). Each {{PLACEHOLDER}} is filled from the client's row in Clients.

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Subject: Welcome aboard, {{FIRST_NAME}} — next steps for our {{PACKAGE}} engagement

Hi {{FIRST_NAME}},

Thanks for choosing to work together — I’m looking forward to helping {{COMPANY}} with {{PROJECT_FOCUS}}. Here’s exactly what happens next so we can hit the ground running:

1. Statement of work — Your SOW is ready to review and sign here: {{SOW_LINK}}. It covers scope, deliverables, timeline, and fees.
2. Deposit — Your deposit invoice is here: {{INVOICE_LINK}}. Work begins once it’s received.
3. Kickoff meeting — I’ve proposed {{KICKOFF_DATE_TIME}} for a 60-minute kickoff with your key stakeholders. If that doesn’t work, pick another time: {{SCHEDULING_LINK}}
4. Access — Before kickoff, please grant access to: {{ACCESS_LIST}}. A quick reply confirming who owns each one is perfect.
5. First deliverable — You’ll receive {{FIRST_DELIVERABLE}} by {{FIRST_DELIVERABLE_DATE}}.
6. 30-day review — A month in, we’ll review progress against the success metrics and adjust anything that isn’t working.

How we’ll work together:

• Weekly status update every {{UPDATE_DAY}}.
• Questions anytime at {{CONSULTANT_EMAIL}} — I reply within {{RESPONSE_TIME}}.
• Everything you share is treated as confidential.

If anything is unclear before we start, just hit reply.

Best,

{{CONSULTANT_NAME}}

{{BUSINESS_NAME}} · {{WEBSITE}}