Contract Signed · Day 1
Welcome Email Template
Copy the subject and body below. Replace the bracketed variables, paste into your email client, send.
Send When
- Contract signed + billing initiated · Same business day
- Before 5pm ET
Do Not Send
- If contract signed after 5pm (send next morning)
- Before billing is initiated
Excited to Get Started + Kickoff Call Next Steps
Hi [Client First Name],
I wanted to personally thank you for the opportunity to explore partnering with us. We're excited to get started and appreciate the trust you're placing in our team.
I'll be helping guide the engagement during this initial trial period to make sure the process feels organized, thoughtful, and high impact from day one.
Our kickoff call on [Kickoff Day] will be focused on a few key areas:
- Understanding your near-term business priorities and growth goals
- Clarifying what success would look like over the next [Trial Window]
- Reviewing current marketing efforts and opportunities
- Aligning on communication cadence, workflow, and decision makers
- Outlining our immediate action plan following kickoff
Our goal: make this easy on your side while moving quickly where it matters most.
Following kickoff, we'll send a streamlined list of only the systems or assets truly needed based on the priorities we align on together — and we'll help guide that process step by step.
In the meantime, if there's anything you'd especially like us prepared for ahead of the call, feel free to send it over.
Looking forward to meeting you and building something strong together,
[Sender First Name]
[Sender Email]
Variable Guide
[Client First Name]
=
personalize per client
[Sender First Name]
=
person guiding the engagement (e.g., Jarred)
[Sender Email]
=
sender's reply-to email address
[Kickoff Day]
=
day or date of the scheduled kickoff (e.g., "Wednesday" or "Wednesday, May 6")
[Trial Window]
=
engagement horizon — default "30 to 60 days"