Email Templates · Agency Welcome Series · 3 templates
Client Onboarding Email Templates
Kickoff roadmap, proof, and a booked call — onboarding that reassures.
A new client's confidence peaks the day they sign — then every silent day erodes it. This 3-email onboarding series for agencies and consultancies keeps the momentum: a kickoff email that lays out the roadmap and who does what, a case study that proves you've done this before, and a scheduler email that gets the first working session on the calendar. Mobile-ready and rebranded to your agency in one click.
Email 1 of 3Agency Welcome — Kickoff
New-client welcome with a team hero and a clear what-happens-next roadmap
Email 2 of 3Agency Welcome — Case Study
Proof-building nurture with a client case study and headline results row
Email 3 of 3Agency Welcome — Book Kickoff Call
Scheduling nudge with a client testimonial and a single book-a-call CTA
Brandable in one click
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A program, not one email
Load the whole series in order with one click and schedule the sequence end to end.
Ship the whole Agency Welcome Series in an afternoon
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