Templift

Client onboarding email

Make the first impression organized: what you need from them, what they’ll get, and when.

When to use this

Right after contract signature or first payment.

Example output

Illustrative only—your draft will reflect the details you provide.

Subject

Welcome aboard — next steps

Body

Hi Taylor,

Welcome to Templift—we’re excited to work with you.

Here’s what happens next:
- You’ll receive a short intake checklist by end of day.
- We’ll schedule a kickoff call within 3 business days.
- Your main point of contact is Alex (alex@example.com).

If you have urgent questions, reply to this email and we’ll jump in.

Thanks,
The Templift team

Your details

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Your draft

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