Client Onboarding Email Template

Subject: Next steps for [project name]

Hi [client first name],

Welcome aboard. We're looking forward to helping with [agreed outcome].
Your next step is to [confirm kickoff / complete intake] by [date and time zone]: [link].

[Delivery contact] will be your main contact for this project. Please use [channel] for questions; our agreed response window is [window].

Before kickoff, we need:
- [Essential input 1]
- [Essential input 2]
For system access, please invite [work email] with [required role]. Please don't email passwords.

At kickoff, we'll confirm [first milestone], responsibilities, and how we'll review the work. Our planned start is [date], subject to [agreed dependency].

If anything here is unclear or the timing won't work, reply and we'll agree on the next step.

Thanks,
[name]

OPTIONAL FOLLOW-UP
Hi [name], we're still waiting on [specific input]. To keep [milestone] on track, could you send it by [date]? If that isn't possible, please let us know so we can agree on an updated plan.

Source: https://www.codymclain.com/templates/client-onboarding-email