Customer Onboarding & Welcome Writer
A warm welcome and what-to-expect email for a brand new customer, right after they sign up or buy.
New to this? Read the guide.
What it produces
Real output from this tool, not a mock-up.
What went in
- What the product is, and what they signed up for
- Rowan, a bookkeeping practice with 4 staff, just signed up to our Pro plan. It is invoicing and payment chasing software for small accounting firms.
- What happens next, or what they should do first
- Connect their accounting software (we support Xero and QuickBooks), import their client list, and set up their first automated chase sequence. There is a 20 minute setup call available if they want it.
- Tone
- Warm
What came back
Hi Rowan, You're in. Your Pro plan is active, and your account is set up for 4 staff at your practice. Here's what actually happened when you signed up: we've created your workspace and it's ready for you to connect your accounting software. Once that's done, you can import your client list and set up your first automated chase sequence, which is really the heart of what this thing does for you. The one thing to do first: connect Xero or QuickBooks (whichever you use) from your dashboard. That single step unlocks the client import and chase sequence setup, so it's worth doing before anything else. If you'd rather have someone walk you through it, there's a 20 minute setup call available. No pressure either way, some people prefer to just poke around first. Glad to have a bookkeeping practice on board. This is exactly the kind of team we built Pro for. Talk soon, [Your name]
When to use it
Use this for the first email a new customer gets after signing up or buying. It welcomes them and then does the useful part: says what happens next and what to do first, which is the difference between an email that gets read and one that gets archived.