Describe your service and project type. Get a complete 4-email onboarding sequence from welcome to kickoff, with questionnaire questions included.
Customize with your business details. Save as reusable templates in your email client for every new client.
Create a complete client onboarding email sequence for my freelance business. My details: - My profession: [e.g., graphic designer / web developer / copywriter / consultant] - Project type: [e.g., brand identity package / website redesign / content strategy] - Typical project duration: [e.g., 2-4 weeks] - My communication preferences: [e.g., email + Slack, response within 24 hours, available Mon-Fri 9-5] Write 4 emails: Email 1: Welcome and Next Steps - Thank them for choosing me - Outline what happens next in the process - Set expectations for communication (preferred channels, response times, availability hours) - Mention the onboarding questionnaire they will receive next Email 2: Project Kickoff Details - Confirm the project scope, deliverables, and timeline with specific milestones - Confirm payment schedule - Request any assets, brand guidelines, login credentials, or materials I need - Set the date for our kickoff call Email 3: Onboarding Questionnaire - Generate 12-15 targeted questions specific to my profession and project type - Questions should cover: their brand, target audience, preferences, competitors, goals, inspiration, and constraints - Format as a numbered list they can reply to directly Email 4: First Progress Update Template - What I have completed so far - What is coming next - Any decisions or input needed from them - Next milestone date Keep each email under 200 words. Include subject lines. Tone: professional but warm, organized but not robotic.