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Welcome letter template for new client

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Welcome letter template for new client
June 16, 2019 Wedding Anniversary Wishes 5 comments

This sample welcome letter format to a new client is from the company or The purpose of this online sample letter template is to familiarize you with the right.

The majority of Businesses Letters focus on personal relationship and a welcome letter plays an important role in attracting new customers. Official introduction of a company and the value that it provides to customers can be conveyed through these Formal letters.

Use the Sample Welcome Letters that are available here and make sure that you do not miss out on any point. Pick any of the free templates, download them and print in word format, and make changes according to personal requirements.

Restaurant Employee Welcome Letter Sample Template

Welcome Letter New Employee

This letter is usually sent to new employees who are about to start working in the office. It consists of the name of the employee, along with his or her address and date, followed by the body of the letter, and name of the sender.

Welcome Letter Template

This template comes in a white background. Large and black fonts are used in the text that gives the template a professional look. This letter has an official format with space provided for writing the name of recipient along with his or her designation followed by the a paragraph welcoming the recipient etc.

Hotel Welcome Letter

This letter is sent by a hotel manager to a person choosing to stay at this hotel. It provides the name of the hotel, its manager and the person who is going to check in this hotel. Clear, black fonts are used in writing this letter. It is a formal letter.

Welcome Letter New Customer

This is a welcome letter being sent on behalf of a shopping mall to a customer. It is written in official format. It consists of the name of the customer with his or her address. It also provides the name of the person writing the letter.

Introduction Welcome Letter Template

Wedding Welcome Letter

Teacher Welcome Letter

Church Welcome Letter

Welcome Letter to Client

Welcome Letter to Parents

How To Write a Welcome Letter?

A welcome letter can both be written in an official format as well as a formal format. It should be written on a white background and large and legible font of black color should be used in the texts. The left hand side of the page should contain the name and the address of the recipient. It may be followed by the subject of the letter.

Then the body of the letter should be divided in paragraphs. Finally, the conclusion should be written and followed by the name of the sender with date on the left side of the page. You can also see Encouragement Letter Templates.

What are the Varieties of Welcome Letter?

A welcome letter can be sent from an office to a new employee, who is about to join the new job. This type of letters are mostly written in official format, providing the name of the new employee, his or her address, his or her designation, followed by the subject of the letter. It can also be a letter sent to one from his or her friend, welcoming him in his or her wedding ceremony.

This type of letter is mostly written in formal manner, providing the name of the recipient followed by his or her address and the date of wedding. You may like Introduction Letters.

What is the Importance of Welcome Letter?

Relationships can be professional one or a personal one. The letter sent by an employer to the company’s new employee strengthens the relationship between the two. Such a welcome letter motivates the new employee, to join his or her or their company and through this letter, the employer shares his or her or their experiences while working in the company, telling him or her, more about the job.

The letters like those sent between friends or relatives in which one welcomes the other in his or her birthday party or wedding ceremony, strengthens their friendship. In other words, such formal letters strengthens personal relationships. You may also like Announcement Letter Templates.

Features that can be Found in Welcome Letter Templates

Official introduction of the company to new clients

  • Depict the vision and mission of the business and the commercial value
  • Provide information on how you can be reached. It is best to write this letter on the Letter Head Templates of the company to depict a professional side.
  • Assure new clients that by choosing your company they have made the right decision
  • Welcome letter can also be used along with an employment letter or employment offer letter to welcome a new employee.

Why you Require a Template

  • These templates are written by experts who have mastered the art of writing professional letters.
  • By making use of these templates it is easy to write your own letter. It provides the basic format; only personal information is required to be put in.
  • It makes sure that no essential component is left out while addressing a particular group.
  • Considering the frequent use of letter to communicate with different groups, these templates reduce the workload.

A welcome letter can be a formal letter or an official letter. It must provide the complete name of the receiver, followed by his or her address. Then body of the letter should be written in compact form and in simple language. Lastly, there should be the name of the sender followed by the date.

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Welcome ______! Date. I am excited to join you as you take your development to the next level. I believe we can have a rewarding partnership that supports the.

Business Welcome Letter New Client Sample

welcome letter template for new client

Day in and day out, we focus on generating customers. In most businesses, the #1 goal is getting new customers in the door as quickly and with as high of a return on investment as possible.

Unfortunately, few businesses take the time to nurture customers after they've already made a purchase. Retaining customers so they gush about your services to their friends and come back to you in times of need is a top priority!

So, why not start with how you welcome people into your business? Personalized welcome emails can do a lot to inspire customers to stick with you.

In this article I'll show you how to craft welcome email campaigns that graciously accept new customers into your business to kick off your long and happy relationships.

These emails start relationships off on solid ground, show customers you care, and set you up for a more long-term selling approach that benefits both of you.

Great welcome emails go beyond thanking someone for a purchase and giving them more info. They make people feel excited about joining your community.

Don’t try to tell me that welcome emails aren’t relevant to your business. This approach works for EVERY business, no matter what industry you're in. These emails can be sent after someone makes a purchase, subscribes to your newsletter, or downloads material from your site.

Let's get started.

Welcome Emails: What You Need to Know

Just to clarify, this welcome email campaign will be sent out immediately after a customer signs up for your product or service. The basic premise is to acknowledge their purchase or subscription, tell them what will happen next, and affirm that they’ve got a place in your community.

In this email you should include:

  • A heart-warming, sincere thank you with specifics on what they signed up for (no generic info!)

  • Reassurance that they made a fantastic decision

  • A summary of what they just ordered

  • Helpful information and features they might like

  • What will happen next

The tone of this email should be very personal, very genuine, and excited.It should be about building a positive impress and relationships vs being pushy and aggressive. The purpose is to solidify the relationship, make customers and users feel comfortable with their purchase (which reduces refunds and cancellations).

Begin to build bonds with customers in the first email you send.

A Few Quick Suggestions

1. Consider formatting.

Whether you decide to go with a plain text or HTML email is up to you. Just consider what will work with your audience.

Plain emails look like they’re from family or friends, rather than a corporate auto-email account.

Clarity sends emails from Dan Martell, the CEO. These messages seem like they’re coming from a friend (or just a regular guy), inspiring people to read on:

HTML emails and colorful formatting work, too. If you want to get people familiar with your brand, why not send an HTML email with colorful elements and impeccable design?

Here’s the pretty HTML email you get when you sign up for TweetDeck:

2. Send emails from a real person’s account.

People are more likely to open an email from Alan Sampson than one from Sampson Software. A real name gives a human quality to your company.

Andy Sernovitz’s “Damn, I Wish I'd Thought of That” newsletter comes directly from him:

3. Be as personable as possible.

If you’re a small business, you don’t want to come across as corporate and stuffy. You want to nurture your relationship with this customer so they trust you.

WriterAccess welcomes writers in a succinct, personable email, even citing where the recipient lives!

4. Segment your emails based on purchases.

If you have different products, services, or plans, tailor your welcome emails accordingly to make them relevant to the customer and their needs.

This Amazon email is targeted to people who’ve already purchased books on branding and communication. It’s not exactly a welcome email, but it’s a good example of how targeted results can keep up engagement.

5. Say “you” instead of “I.”

If you tell your customer “I want, I feel, I like” you’re being self-absorbed. Focus on THEIR goals. This email is to help the customer, not promote you.

Here’s Pinterest’s welcome email (this one is great!):6. Keep it short. Customers have short attention spans.

A super short, sweet welcome email from Buffer:

7. Help your customers find you.

Link to your social accounts and let customers know how they can get in touch.

eSalon draws attention to its Facebook page with a large, clickable banner:

Now that you know what should be included in this type of email, let me give you a few examples from different industries.

Feel free to take the one you like the best and re-model it for your own business.

Example #1: Landscaper Welcome Template

In this email we'll name the company 'Evergreen.” This company offers various landscaping services including a monthly cut & trim, which the customer just signed up for.

**Subject Line:** Welcome to the Evergreen family!Hi Zach,

Thanks for signing up for our monthly Cut & Trim package.

The package’s bi-monthly fertilization will keep your grass greener than an Irish hillside. Your neighbors will be jealous!

  1. I will call you tomorrow to set up a time for us to come by, one that works for you.

  2. Interested in a free month of service? If you’re willing to let us use your lawn as an example on our website, the first month is on us. Just reply “yes” to this email.

  3. If you have any questions, at any time, for any reason, you can reach me personally at (844)-GRE-ENER.

Thanks again. You've made a great decision.

Talk soon,


P.S. If you’re looking for a deal on flowers, Evergreen customers get 10% off at Freddy’s Flowers in Dayton, OH.

Example #2: Tech Company Welcome Template

For this example let's take a company that sells a split-testing service for landing pages. We'll call it 'QuickTest.' This service has a product that is digital, therefore no need to ship.

The main hurdle most tech companies face is getting people to actually use the product, as well as providing them with the support they need. Deal with this by providing them with helpful content, as well as a dedicated team member.

**Subject Line:** Thanks for joining Quicktest! Important info insideHi Meredith,

Thank you for registering for QuickTest. You'll find that it’s a great way to increase your conversions and boost your profits without any significant legwork.

Here are a few resources from our getting started section that might help you out.

  • Step-by-Step Guide to Your First QuickTest Campaign

  • _FAQS: What is statistically significant? Can I run multiple tests at the same time? _

  • 101 Conversion-Boosting Tactics To Try Right Now

Again I want to welcome you to our community. I can't wait to hear about your experience with QuickTest.


P.S. I’m your customer support hero in charge of keeping you happy. If you have ANY questions... problems... or concerns... please feel free to reach out to ask me before getting frustrated (Skype: JasonTheHero, Email: [email protected])

Example #3: Local Laundry Service Welcome Template

Below is an email a cleaner or cleaning company can use to send to new clients which gives them a value that compliments the services they already have.

For a personal service like this, a handwritten thank you note along with an email like this would work wonders.

**Subject Line:** Welcome To LaundryLove... I have your back!Hey Christopher,

I hope you’re enjoying your laundry services.

To make sure your dry cleaning gets done just the way you like it, you can add “hang” or “fold” tags to each item. These tags can be found at the bottom of your new laundry kit and we can refill them whenever you need more.

If you’d like, someone on our team can talk you through it. Just reply back to this email or give us a call at 1-877-LUN-DREE.

It’s easy to forget, so we’ll send you new “hang” and “fold” tags every 3 months. That way, you’ll always be prepared.

Thank you,

Carrie and the LaundryLove Team.

Send Perfect Welcome Emails to Customers

These are sample emails you can model to use in your own business. You can easily swap out the information and take a few pieces from each.

The key is to remember that you're making your new customer or client feel at ease with the purchase they just made. You're reducing buyers’ remorse and making them feel comfortable with doing business with you.

A well-planned, strategic welcome email campaign sets people’s minds at ease and gets you off on the right foot.

What do you currently send customers after they sign up? What do you think of these options? Please share in the comments!

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New Business Welcome Letter

welcome letter template for new client

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

Client Welcome Letter Sample. Date: John Doe, M.D.. Main St. San Diego, CA Dear Doctor Doe: XYZ Laboratories and our accounting staff extends .

Perfect Welcome Emails: A How-to with Examples and Templates

welcome letter template for new client

The welcome email is the most important email brands can send to new subscribers.

Yes, even more important than all the broadcast, targeted and triggered messages combined.

The welcome email is your best shot at converting new subscribers into customers — and longtime readers.

A well-designed welcome email hits these three notes:

  • Provide subscribers with the value proposition you promised during the signup process (e.g. a 15% discount).
  • Prompt subscribers to take the next steps in their journey, whether that’s creating an account, completing a download, starting a purchase or whatever your strategic goals are.
  • Build engagement right away. Why wait to get the party started?

But not just any welcome email will do.

At this point, you might be thinking, “You don’t need to sell me on welcome emails. My ESP sends them out automatically as soon as subscribers confirm their email addresses. I’m covered, right?”

Probably not.

It’s true that a default welcome email is better than none. (We’re looking at you, MailChimp users.) But you can expect better results from a welcome email that is strategically designed with the look and voice of your brand, with content that tackles the three points listed above.

After all, that’s true email marketing.

Speaking of MailChimp, in the Email Gallery below you will see how two BigCommerce customers improved on MailChimp’s serviceable but ho-hum welcome email format. Let’s dive in!

More than half of brands are missing out

Statistics on how many brands send welcome letters vary. Most hover a few points above or below 50%:

  • A 2015 Salesforce benchmark study found 42% of brands send welcome emails. Among those that do, 72% rate them as highly effective.
  • Econsultancy’s 2017 survey of UK and U.S. marketers found 44% sent welcome emails – surprisingly, down 2% points from 46% in 2016.
  • Among Internet Retailer’s top 100 ecommerce websites, 87% send welcome emails, and 49% percent of those brands send more than one.

It’s also worth noting that 3 out of 4 email subscribers expect to see a welcome email after subscribing.

Be there for them!

Welcome emails are a big deal

These stats (all averages) are from BigCommerce partner Soundest, showing what welcome emails can deliver:

  • 45.7% open rate (compared to 18.8% on promo emails)
  • 9.7% click rate (compared to 3.8% on promo emails)
  • 1% conversion rate (compared to 0.17% on promo emails)
  • 61 cents revenue per email (compared to 10 cents on promo emails). Revenue per email can go up to $3.36 on optimized emails.

Given the stats we’ve seen so far, I hope we can all agree that sending a welcome email is a no-brainer. In the next section you’ll find some tips and tricks to help you design a great welcome email and start making money for your brand via more loyal customers.

6 easy ways to optimize your welcome email

Follow these tips to add value to your emails and prompt subscribers to start engaging with you.

1. Send your welcome email ASAP

Real-time welcome emails drive up to 10X better results than messages batched and sent one day or even a few hours later.

Start communicating with your subscribers while you’re still top-of-mind.

Here’s an example.

  1. You land on their site
  2. They push you to sign up via an email to get an immediate discount (that you are encouraged to use in 60 minutes or less –– GENIUS)
  3. Then you get an immediate welcome email (with an additional ad on the side).

2. Include branded imagery

No disrespect to our IT colleagues, but they aren’t marketers. Default emails just state the obvious:

  • “Your subscription is confirmed.”
  • “You successfully created an account.”

By the way: Those are confirmation emails, not welcome emails. If that’s what you send to new subscribers, you’re not sending welcome emails.

People connect with other people, so your message should sound like one human being speaking to another. That’s what moves subscribers to engage with your brand (and, ultimately, convert).

Make sure your welcome email template plays nicely with your other email templates. And don’t forget to include imagery that is aligned with your website –– this helps reinforce your brand.

Here’s a great example from Tommy John. Note –– this is a WELCOME email. Not a subscription confirmed email.

3. Ask the subscriber to do something

It doesn’t have to be a big ask. In fact, it shouldn’t be. You don’t want to scare anybody off by asking them to fill out a preference form with more questions than a job application.

Invite subscribers to take the next step with you.

That might mean checking out your products or completing a low-hurdle request, such as answering a one-to-two-question survey (that will give you data you can use for segmentation and targeting).

The CTA should be totally on brand. We love jeweler Judith Bright’s call to action, in a gold-colored button: “Go Get Yourself Some Jewelry!” Irresistible.

Better Decision Making Made Easy

Fast-scaling businesses use metris dashboards to guide their meetings and decision making – taking gut preference out of the process in favor of data-driven results. 

Use this dashboard to see the same results for your brand. 

Get your free template now.

4. Track email behavior right away to ward off inactivity

Here’s how you keep subscribers from morphing into Zombies: Don’t wait months or years before putting them into a reactivation program.

Subscriber interest can wane within days or weeks.

Segment your new subscribers, and see who’s opening and clicking and who isn’t.

Resend the welcome email to anyone that didn’t open or click your first few emails –– or send a follow-up message asking if they’re having problems with the email or site.

5. Rename your welcome email to reflect the outcome you want

Secretly, you want your welcome email to do more than welcome subscribers. It should prompt them to take actions that will increase their value to you, such as buying for the first time or creating an account.

This means your welcome email could become a “first-purchase” email, or an “upgrade” email.

It doesn’t lessen the value of saying “Welcome to our fabulous email program.” But it forces you to think strategically about what you want this email to accomplish, and that will guide the email’s design and content.

Here are a few headline examples from the brands we’ve already covered above:

See a trend? This leads us to….

6. Deliver opt-in incentives and rewards in the welcome email

If you offer a discount, freebie or other incentive in exchange for the email address, deliver it in the welcome email.

Sorry for being cynical, but it’s too easy for someone to give you a fake or throwaway email address, grab the incentive from a thank-you page on your site, and split.

Use that page for your IT-approved success notice instead where you notify subscribers to look in their inbox for your special welcome email which will have important information and their goodies.

Here’s how NaturallyCurly.com does it:

6 Sample Welcome Letter Templates from the MailCharts Gallery

The MailCharts email database is full of great welcome letters from BigCommerce clients. You’ll find some of my favorite emails below, along with other hand-picked examples.

Note: You can click on any image to view the full-sized email.

1. Josie Maran Cosmetics

Why it works

This welcome email hits all the highlights. The subject line greets the new subscriber, and the preheader (“Take 10% Off Your Next Purchase”) reinforces the incentive and CTA inside the email.

The copy states the company’s values and competitive differences, and it has an arresting image. Plus, it sends the subscriber back to the site with the 10% discount and clear CTA button.

Want to see the difference between a welcome email and a confirmation email? Here’s the first message Josie Maran Cosmetics sent (this is a confirmation email):

2. CamelBak

Why it works

A welcome email from this kind of company seems to be begging for some gorgeous product and scenery images. But we’re calling it to your attention because we love how CamelBak uses the preheader to sell the newsletter’s value proposition: “Our newsletter is full of training tips and gear previews.”

Inside the email you’ll find a clear call to action: “Visit CamelBak.com.” If you have to compromise with IT to create a lightweight message, this could be it.

3. Kelty

Why it works

The images feature people using the products in ways that subscribers understand and may even aspire to. Maybe you can’t climb Kilimanjaro, but you can hike up a hill and hang out with your buddies in comfort.

We also like how the email links to the blog at the end, for people who aren’t ready to shop.

4. Iglu Ski

Why it works

Here’s an action-oriented welcome message!

It spends a little time greeting newbies and then gets right down to business, combining great images with links to the key locations on the website. We also like including email and phone contacts, too.

5. Four in the Bed

Why it works

We like how Four in the Bed customized the standard MailChimp welcome email format with their own logo, copy that reflects the brand voice and value and incentive delivery.

Note: One issue we have with MailChimp’s template is how prominent the unsubscribe button is. If you use MailChimp, put your call to action in a button that’s more prominent than the unsubscribe button.

6. Musto

Why it works

This is a triple-duty welcome email.

The socko subject line kicks it off (not just “Welcome to …”). The gift code is easy to remember, which reduces shopping friction. The email aims to build community, not just mentioning “community” in the copy but also showing most faces in the images looking directly at the recipient. That’s welcoming!

Over to you

After you tune up your welcome email using the tips and examples I shared here, keep the momentum going. Think about taking your welcome email program up one more notch. Expand it to a full onboarding series –– a triggered series of emails, each with a unique purpose.

If you’d like to learn more about MailCharts –– and how we take the hassle out of email marketing planning and research –– visit our website or drop us a note. We’ll be happy to answer your questions or walk you through a demo of our app.

Need more email inspiration? Visit the MailCharts blog to find more great email examples and ideas.


Business Welcome Letter - guide to writing a new customer welcome letter for new clients in your business. Discover ideas about Business Letter Template.

welcome letter template for new client
Written by Bragami
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