Client Onboarding Email Sequence

Seven ready-to-send emails that take a new client from signed letter to first deliverable without you writing from scratch each time.

The first month sets the tone for the whole engagement. This sequence covers the welcome, the document request, portal setup, the kickoff call, a mid-point check-in, the first deliverable, and the thirty-day review.

Every email has merge fields marked clearly and a note on when to send it and what to change. Adapt the wording to your voice once, then reuse the sequence for every new client.

What's included

Seven sequenced email templates
Send-timing notes for each
Merge field guide
Short version for rushed onboardings

Review before use

These are templates, not legal, tax, or insurance advice. Have your attorney review any policy, engagement language, or client agreement before you use it, and check with your insurance carrier that it fits your coverage. Terms and conditions

$49

One-time purchase. 7 email templates in Word and plain text.

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Use the files with unlimited clients at your firm. Purchases are covered by our terms.