When to Use This Message
Send a Client Onboarding message when:
- You've just signed a new client and want to kick the project off smoothly.
- You need to collect key information, access, or assets before starting work.
- You want to set expectations early about process, timelines, and communication.
- You'd like a single reference document the client can return to throughout the project.
Message Writing Tips
- Welcome Them Warmly: A brief, genuine welcome sets a positive tone before diving into logistics.
- List What You Need From Them: Be specific about access, files, or information required to start — this avoids early delays.
- Outline the Process Briefly: A short overview of how the project will run (milestones, check-ins, communication channels) reduces uncertainty.
- Confirm Key Dates: Restate the start date, major milestones, or deadline so both sides are aligned from day one.
Frequently Asked Questions
What should be included in a client onboarding message?
A warm welcome, what you need from them to start, an overview of the process, and key dates — enough to set the project up for a smooth start.
Should onboarding happen before or after the contract is signed?
Typically after the contract is finalized, so both sides are committed before sharing detailed process information.
How formal should the onboarding message be?
It can match your usual working relationship — Neutral works well for most clients, while Gentle suits a more personal, ongoing relationship.