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Introduction letter to new client template

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Introduction letter to new client template
October 02, 2019 Wedding Anniversary Wishes No comments

Take a look at our customer service cover letter template and start applying If you're searching for a new customer service position, then we'd.

How do you convince someone to give you a chance when they’ve never met you? Ask for an introduction email.

Fact: Nine out of 10 people trust recommendations from others they know.

Connecting through a mutual acquaintance can be the difference between a cold email and a warm welcome.

Even better, with the right introduction email template, you save time writing but still show that you put in the extra effort.

Here are three types of introduction emails you can start writing today to land more clients, book more meetings, and grow your career.

    1. The Two-In-One 
    2. The Double Opt-In
    3. The Top-Down Approach

Know you’re sending your emails at the right time with this free tool.


The Two-In-One: How To Ask For An Email Introduction

Tight on time? Here’s a doc with all 3 templates — for easy copying.

A poorly written introduction request reads like a shoddy instruction manual.

The bottom line: It pays to draft an email they can easily forward on your behalf.

The bulk of the content should be written directly to the person you’d like to meet as if they were reading it as-is.

It should include:

  1. Evidence that you’ve done your research. Seeing this makes people more motivated to help you.

  2. A clear reason why your target person would benefit from the intro. Satisfying our own self-interests is pretty darn appealing (just how our brains work).

  3. A succinct message that closes with a clear call to action. Roughly half of email replies are less than 43 words.

Real-world use case: This email introduction sample from Yesware Sales Development Representative who used all three persuasive elements to ask for an introduction (prospect names have been changed):

With all the boxes checked, she made it super easy for Mark to go ahead and forward her request along to Chad — less than 20 minutes later.

Save your intro request as a customizable template that lives in your inbox.

The Double Opt-In: How To Write A Professional Introduction Email

So what happens when you’re on the receiving end of an introduction request? We recommend keeping it courteous with the double-opt in method.

Fred Wilson popularized this networking approach as a helpful reminder to be respectful of people’s time. The idea is to ask permission from both parties before green-lighting unsolicited introductions, giving either person a chance to decline if they so choose.

And here’s a step-by-step breakdown of :

  • First ask the requestor to write you an intro email you can forward along to your contact (if they haven’t already).
  • Add a personal note up top — compliments are persuasive, remember?
  • Get to the point quickly; you’re asking for a favor
  • Put your request in bold font so it directs attention to the action item
  • End with a personal note wishing your acquaintance well

Real world use-case: Here’s how our former VP of Sales used this method to let someone opt-in to an email introduction requested by one of our sales reps. It offers clear and compelling reasons why Marsha could benefit from accepting the offer, but only “if possible” and on her terms.

Perfect the double opt-in with this simple, reusable template.

The Top-Down Approach: How To Get An Inside Referral

If you don’t have a mutual connection with the person you’re trying to reach, you may want to try what we call a top-down approach to email introductions. It goes a little something like this:

  1. Use LinkedIn to determine who your prospect’s boss is.
  2. Send a cold email to that Director/VP/CEO level person asking who manages the initiative you’re interested in discussing.
  3. They (hopefully) point you in the direction of who you want to reach.
  4. You reference their referral in an email introducing yourself to your prospect, or forward the original email inquiry along with the boss on CC.

Not only does this get you an introduction from someone inside that person’s company, it’s coming from their boss — which makes it much more likely that they’ll reply. That’s because we’re naturally conditioned to follow the lead of authority figures.

Real world use-case: Here’s a great email introduction sample from Yesware’s CEO that shows what happened when someone (real name changed) asked to connect with a member of our marketing team.

And the response…?

Boom. Intro made. (Although note that we are an email-focused company — other CEOs might not be so responsive 😉 ).

Here’s the introduction email template you can steal in seconds.

The following is a Sample of a Business to Customer Introduction Letter. From,. Mr. Wilfred K. Hamblin. Business Executive. Beyonce Firm. New York. February.

Letter of Introduction

introduction letter to new client template

To: [email protected]

From: [email protected]

SUBJECT: Business to Customer Introduction Letter.

Dear Mr./Ms/Mrs.______(Name of the recipient)

Allow me to introduce myself, I am John Price, and I would like to introduce to you ou motorcar company, AutoWorld Limited. We will take care of your car needs especially the latest line of four-wheel automobiles available in the market.

At Autoworld Limited, offer various services, from sales down to the repair of automobiles as well as we also purchase second-hand cars. when you visit us, we will have our freindly staff help you find the car that suits your requirements. We are affiliated with many banks to provide you a hassle free transaction. Thwy will help you avail the car loan within a couple of days. 

We hope that you will get the chance to visit us and of course, buy you latest four-wheel automobile from us. Looking forward to more production deals with you.

Thanking You,

(Name of the sender)
(Name of the Company.)

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The Welcome Letter (Free Sample Template)

introduction letter to new client template

Sending a simple thank you letter goes a long way in strengthening strong and long-lasting business relationships. You might write to a hard-working employee that shows dedication and commitment to your business. Or you might write to a loyal customer who continuously repeats purchases with you. Whoever you want to thank, it doesn’t matter. Expressing your gratitude in writing makes the recipient feel good. And, by doing so, you nurture continued loyalty to your business.

Sending out thank you letters to customers, clients and colleagues becomes a powerful way to secure an ongoing business relationship. Showing gratitude in turn encourages your top customers to sing your praises to others. This could happen through online reviews, on social media and through word of mouth.

Sample Small Business Thank You Letters

An estimated 62% of consumers search online reviews and information before purchasing a product. So the importance of sending a thank you letter becomes clear.

If you find yourself unsure how to compose a thank you letter, don’t worry. Take a look at the following 5 best thank you letter examples.

Thank You Letter to Show Customer Appreciation

Show your customers you are grateful for their business. And subsequently encourage them to keep doing business with you instead of going elsewhere. Sending your faithful customers a thank you letter cements your business relationship.

Thank you letters become even more appreciated by customers if they offer a reward. For example, try offering a discount voucher. Such rewards act as a lucrative incentive for customers to purchase from you again.

Your customer thank you letter could look something like this:

Dear [insert name],

On behalf of [insert company] I would like to say thank you for being a loyal customer. It has been a pleasure serving you and supplying you with [insert appropriate products or services] and we hope that we can have the pleasure of providing for you for many more years to come.

[Name of business] is committed to providing our customers with only the highest quality of [name of products or service] delivered through impeccable customer service.

As proof of our appreciation for your loyalty and ongoing support, we would like to give you a 20% voucher off your next purchase with us.

Once again, thank you for your ongoing business and we look forward to serving you in forthcoming months.

Best regards,

[Insert your name] [Insert your function]

Thank You Letter Expressing Employee Recognition

Quality, hard-working and dedicated employees don’t grow on trees and should be thanked to show that you recognize their hard work and loyalty. Sending a thank you letter is a personal, simple and cost-effective way to show your recognition and appreciation of your most prized company assets.

Dear [name of employee],

I would like to say thank you for all your hard work this year.

We couldn’t have got where we did this year without your ongoing dedication, commitment, creativity and talent.

Since joining the business in [year] you have gone from strength to strength and are a true asset to our company and our clients.

I look forward to working with you for many more years to come.

Thanks again.

Best regards,

[name] [title]

Festive Thank You Letter

The run up to the Christmas vacation can be the perfect time to send your regards and best wishes for the holiday season and the New Year to colleagues, clients and customers.

If you’re struggling with the right words to use on a festive thank you letter, here’s template you might want to use.

Dear [name of recipient],

As the festive season approaches, on behalf of [name of business] I would like to say thank you for all the support and commitment you have shown to us in the last 12 months.

You are an exceptionally valued [member of our team/customer/client] and I would like to send my personal thanks for your continued support.

We consider you as a friend of [name of company] and extend our warmest wishes for good health and festive cheer.

It is people like you that have helped our business get where it is today.

I hope you and your family have a magical Christmas and a Happy New Year and I look forward to doing business with you next year.

Happy Holidays.

Best wishes

[name] [title]

Thank You Letter Acknowledging a Client Visit

The arrival and prolific growth of remote, digital forms of communication has not stamped out the yearning for personal, face-to-face meetings. In fact, research shows that around 9 in ten people say small meetings are their favorite method of communication.

For clients that have taken the time and made the effort to visit your business, it is important they are adequately thanked.

Your thank you letter for client visitations could read something like this:

Dear [name of client],

On behalf of [name of company] I would like to thank you for taking the time to visit us on [date of visit].

We felt the meeting was extremely valuable in getting to know you better and securing some solid goals on how we are going to proceed with the campaign [or type of service] in the forthcoming months.

We hope you got as much out of the meeting as we did.

I look forward to our next catch up and, in the meantime, if you have any questions or queries, please don’t hesitate to get in contact with one of our team.

Thank you and best wishes.

Kind regards,

[name] [title]

Thank You Letter Recognizing Excellent Customer Service

Customer service departments can be the backbone of a business, the department that often gets the most flack and the least rewards.

Make sure you give your hard-working customer services’ team the recognition and thanks they deserve by sending them a personal letter of thanks, which could read something like this:

Dear [name of employee],

As a valued and hard-working member of our customer services department I would like to thank you for all your hard work and being such a key face behind our company.

The business has had great reviews and feedback in recent months, positivity that has been driven by our always-smiling and never flustered customer services team.

You are a vital member of our customer services department and I would like to say thank you and hope you remain part of the team for a long time to come.

Once again, thanks for your hard-work and commitment in what I know isn’t always an easy job.

Best wishes,

[name] [title]

Photo via Shutterstock

Business introduction letter sample templates are useful to work from when drafting Personal Introduction Letter Samples Introducion To New Customer.

FREE Sample Welcome Letters

introduction letter to new client template

Create a new client welcome letter template so you don’t reinvent the wheel for every new intake.

You’re a productive clinician, and you create processes that streamline your administrative time, so you can use your working hours to serve your clients better. You’re now ready to create templates for your practice that you can use over and over again. Wondering where to start? Work on a new client welcome letter template first.

Why? The letter you send to new clients is the first glimpse they get of you and your practice. Use it to put them at ease.

How to start a new client welcome letter template

If you don’t know where to start, we have a few suggestions. A welcome letter doesn’t need to be long. In fact, the entire letter should fit on one page. (Don’t worry – you can attach any policies or forms to the letter!)

Start with a greeting, list any required paperwork that needs to be completed or policies included, and end with your counseling philosophy and any special instructions.

Word choice makes a big difference in new client communications

When you start writing your new client welcome letter template, try hard not to sound too technical. Yes, you’ll need to have some technical jargon because of the policies and paperwork you’re including, but the letter itself should sound pleasant and accessible, without being overly cheerful.

There’s a big difference between “I’m excited to meet you,” and “I look forward to meeting you.” Are you truly excited to meet your new client? Since this is the start of a clinical relationship, you want to appear genuine and welcoming, and not insincere in any way.

Also, try to avoid any negative language in your post. Rephrase sentences such as, “Don’t park in the parking lot to the right of the office” to “The lot to the right of the building belongs to the dental practice next door. I invite you to park in our designated spots in front of the building.”

An example new client welcome letter template you can copy

Hello (Client’s Full Name),

Welcome to (Your Practice’s Name), and thank you for allowing me to work with (you/you and your spouse/your child/your family).

Before your appointment, please read the following practice policies and complete the attached paperwork.

(List of policies and paperwork goes here. Include any quick, specific instructions for each form.)

It’s important this is completed and turned in at your first appointment. I’m happy to discuss the details with you and answer any questions you may have before we begin our initial session.

(Include a short general philosophy of counseling. Keep it brief with 2-3 sentences.)

(If there are any practice-specific instructions – such as where to park, how to access the waiting room, etc. – that information belongs here.)

I look forward to meeting with you,

(Your Full Name and Credentials)
(Your Practice Name)

Attachments to use with your new client welcome letter template

When creating a template, pre-plan everything. First comes the letter. Then, include relevant policies, such as payment, social media, and email contact. Finally, welcome packets can be used to gather the details you need from your new clients, such as personal and insurance information and consent to treatment.

How to send your welcome letter

The simplest way to do this is by using a practice management system like SimplePractice that allows you to be completely paperless from the start. You can set up all your practice documents and have them available in a secure client portal where your clients can fill them out and then they are securely stored in their electronic client file in SimplePractice. That, we believe, is the easiest way. However, you can also send forms via email and have your clients fill them out and bring in the paper forms. You can even send things in the regular mail.

Whichever option is best for you, go for it. Just remember that it’s a great idea to revisit all your practice documents on a regular basis to make sure they are up-to-date.

Remember, for a great experience for you and your clients, team up with SimplePractice. One feature you’ll especially love is our automated reminders. Try Simple Practice free for 30 days. Our free automated voice, text, and email reminders make it easier for your clients, and you!

Have you ever created a new client welcome template, or any other easy-to-implement models for other forms, checklists, and policies? Share your tips for success in the comments.

A New Client Welcome Letter Template for Mental Health Professionals was last modified: June 24th, 2019 by Howard Spector
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