First impressions matter—especially in business. When new clients sign on with a company, they want to feel welcomed and valued. Do you remember the last time you signed up for a service or made a purchase? Did you receive a welcome email or text from the company? If you didn’t, you probably felt a bit lost and you may have even wondered whether your transaction had been completed. Customers expect—and even want—to receive welcome emails when they do business with a new company. In fact, welcome emails get, on average, 4x more opens and 10x better click-through rates compared to standard marketing emails.
This first interaction between your business and a new company can set the tone for the entire relationship, and a personalized, thoughtful email can instill trust and confidence in the new client. In today’s digital age, new client welcome texts are becoming increasingly common as well. So, whether it’s an email or a text, sending a warm welcome message can be the key to building lasting customer relationships.
In this blog, we’ll dive into the importance of new client welcome emails and text messages, why they’re critical for businesses, and how to create a welcome message that resonates with your customers.
Adding a new client to your business is always an exciting milestone. However, a simple “Welcome!” isn’t enough to kickstart a strong working relationship. The welcome email you send to new clients sets the tone for your entire partnership.
In this article I’ll explain why welcome emails are so important and provide tips to help you craft the perfect message. I’ve also included 12 excellent welcome email examples from real companies to inspire your own outreach.
Why Your New Client Welcome Email Matters
Your welcome email to new clients serves many purposes
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It’s often the very first impression you make on a new contact. You want to come across as professional friendly, and excited to work with them.
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It officially confirms the start of your working relationship. The email acts as a handshake agreement to seal the deal.
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It establishes clear expectations about how you’ll communicate and work together going forward.
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It builds excitement for the value you’ll provide through your services or products.
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It provides an opportunity to upsell additional offerings that complement what the client has initially purchased.
In other words, your welcome email sets the tone for how well you’ll ultimately serve and satisfy your new customer.
Put thought and care into this message, and you’re giving the relationship a strong starting point. But if you mail it in with a lazy template, you risk leaving a bland or confusing first impression.
How to Write a Welcome Email to New Clients
Follow these best practices when creating your welcome message:
Use a Personalized Greeting
Kick off your email with a warm, personalized greeting like “Hi [First Name]!” Take the extra second to include their actual name. Don’t settle for a generic “Hello!” or “Dear Valued Customer.”
Confirm Key Details
Quickly recap and confirm key details like:
- The product or service purchased
- Billing specifics like monthly cost or one-time fees
- Expected delivery, installation, or start date
- Primary contact persons on your side
Don’t rehash the entire order. Just confirm enough details to prevent any confusion from the start.
Share Next Steps
Explain what happens next:
- Will you or the client be following up to schedule a kickoff call?
- Should they expect shipping confirmation or access credentials via email?
- Is there paperwork they need to complete on their end?
Briefly outline the immediate next steps for both parties.
Set Communication Expectations
Clarify the channels and cadence you use to communicate with clients. For example:
“I’ll be reaching out to you via email every Monday to provide a quick project update and recap from that week.”
“My team typically responds to client inquiries within 24 business hours.”
Add Supporting Resources
Consider attaching or linking to any helpful documentation like:
- Onboarding checklists or timelines
- Product manuals or tutorials
- New client forms to complete
- Company overview one-pagers
Express Excitement
End your welcome email on an enthusiastic, future-focused note. For example:
“We’re excited to start working with you and can’t wait to tackle [their first project request] together!”
“The entire Acme Company team looks forward to providing awesome service and helping you [achieve a specific goal].”
12 Excellent Welcome Email Examples
Now let’s look at some outstanding welcome emails from real companies. Study these examples for inspiration when crafting your own client onboarding message:
1. Slack
Slack’s welcome email does an excellent job clearly recapping key account setup steps:
![Slack Welcome Email][]
The email uses friendly language and fun graphics to confirm the creation of their new workspace. It also provides helpful tips and attached resources to reference.
2. Amazon Web Services
Amazon Web Services sends a short and simple welcome email focused entirely on driving the recipient to take the desired next action: completing project setup.![Amazon Web Services][]
The email copy quickly recaps what the recipient signed up for. Then the prominent button pushes them to finish setting everything up through their provided link.
3. HubSpot
Hubspot’s CRM welcome email uses eye-catching branding and makes accessing the platform super simple: ![Hubspot][]
After a warm, congratulatory greeting, they share an easy login link and contact info for support. The prominent CTA button encourages exploring the software.
4. ClassPass
This welcome email does an excellent job visually selling the ClassPass service offering:![ClassPass][]
Using lots of photos and minimal text, ClassPass highlights the variety of fitness class partners available in your area. The focus stays on showcasing the core product benefit.
5. InVision
Here’s another example of a visual welcome email. InVision highlights their key features through an embedded product tour video:![InVision][]
The email copy urges the user to watch the quick overview video to fully grasp the platform’s capabilities.
6. WordPress
WordPress makes excellent use of bullet points to outline next steps and set expectations:![WordPress][]
Their welcome email uses concise bulleted lists to confirm account details and explain precisely how users can get started. The result is an easy-to-skim format.
7. Dropbox
It’s tough to craft a unique welcome email for a ubiquitous product like online file storage. Dropbox pulls it off by focusing more on the user’s first actions than the tool itself:![Dropbox][]
The email highlights all the ways you can start using Dropbox immediately. This puts the spotlight on helping the user complete concrete next steps.
8. Help Scout
Help Scout emphasizes their commitment to excellent service in their new user welcome email:![HelpScout][]
It highlights their renowned customer support team and shares links to their extensive self-service knowledge base. The focus is fully on how they’ll provide ongoing assistance.
9. Wave
As a financial software company, Wave uses their welcome email to highlight key platform features:![Wave][]
After a warm introduction, they outline the main capabilities their software offers in straightforward bullets. This allows the user to quickly grasp the core benefits.
10. Moz
Moz does an excellent job clearly setting expectations around communication and product launch: ![Moz][]
Their welcome email confirms specifics like the expected launch date and what to expect from them leading up to it. This gives the user full clarity into the onboarding process.
11. Harvest
While most welcome emails focus on onboarding, Harvest sends an automated message when a free trial ends to retain users:![Harvest][]
Rather than a hard sales pitch, they focus on what users have already accomplished and offer discounted pricing to upgrade.
12. Evernote
Evernote sends a highly personalized email focused entirely on helping you accomplish your goals through their product:
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Template #3: The Welcome Promo
“Hey [Customer Name]! Thanks for opting in for our text updates! Take X% off your next order with the code [Welcome Code]. Get shopping here: [Link].”
→ Want more free text templates? Check out our library.
How to Write a Welcome Email For Subscribers (That Gets Opened & Clicked)
What is a welcome email to a new client?
A welcome email to a new client is the first correspondence a sales representative or marketer sends after a client agrees to purchase a product or subscribe to a service. You can also send one to prospective customers who sign up for a free trial or a mailing list.
What is a new customer welcome email?
[Signature] Your new customer welcome email often marks the beginning of the customer relationship. This email usually contains a lot of information. It might include order confirmation, product information, helpful tips, or a review request.
How do you welcome a new client?
You can welcome a new client by introducing yourself and your company, introducing your product, and providing information about how to get started. You can also include any questions the client may have and provide contact information for customer support. What is a good welcome message?
How do I send a welcome email to a customer?
To encourage a customer to become a repeat client, businesses can offer new deals in a welcome email, as this template exemplifies: To: [Client’s email address] From: [Sender’s email address] Subject: Welcome to savings Dear [client name],We sincerely hope you enjoy your recent purchase from us at [company name].
