Email templates › Automation workflows › Client onboarding
Keep customersClient onboarding email automation
Welcome new clients, explain what happens next, then check in. Give clients a great first impression and catch problems early.
How it works
Starts when the tag “client” is added. 3 emails over 9 days.
- Day 0: send “Welcome aboard! Here’s what happens next”
Design: Welcome template - Wait 2 days
- Day 2: send “Your first steps with us”
Design: Onboarding steps template - Wait 7 days
- Day 9: send “How’s everything going so far?”
Design: Feedback survey template
Frequently asked questions
What is a client onboarding automation?
Welcome new clients, explain what happens next, then check in. Give clients a great first impression and catch problems early.
How does the client onboarding sequence start?
Starts when the tag “client” is added. Each contact then moves through the steps on their own schedule.
How many emails are in the client onboarding sequence?
It contains 3 emails over 9 days. You can add, remove or reorder steps, change the waiting times and edit every email.
How do I set up this client onboarding automation?
Create a free ENB Technologies account, go to Automations › New automation and choose “Client onboarding”. It is created with every email designed in your brand. Review it, then click Activate.
Also searched as: client onboarding email sequence, agency onboarding emails, new client welcome automation, service business onboarding
At a glance
- Goal: Give clients a great first impression and catch problems early.
- Trigger: Tag added
- Length: 3 emails over 9 days
- Smart rules: skips people who unsubscribe; waits for double opt-in confirmation