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What should I include in an email to onboard a new client by introducing your company explaining the services or products you offer providing relevant resources or next steps setting expectations for communication and timelines and making the client feel welcomed supported and confident in your business relationship?
When drafting an email to onboard a new client, it is crucial to ensure that the message establishes a strong foundation for the ongoing business relationship. Here are key elements to include in the email:
1. Introduction: Start the email by introducing yourself and your company. Provide a brief overview of your company’s background, emphasizing key strengths and values that set your business apart.
2. Services/Product Overview: Clearly outline the services or products your company offers. Highlight key features, benefits, and any unique selling points that showcase why the client should choose your company.
3. Relevant Resources/Next Steps: Provide the new client with relevant resources such as links to your website, customer testimonials, case studies, or any other materials that would help them better understand your offerings and how you can assist them.
4. Communication Expectations: Clearly communicate how communication will be handled going forward. Outline the preferred methods of communication, response times, and who the client should contact for different queries or issues.
5. Timelines: Set clear expectations regarding timelines for deliverables, project milestones, or any other commitments. Be transparent about what the client can expect in terms of project progress and completion times.
6. Welcoming Tone: Make the client feel welcomed, supported, and valued. Express enthusiasm about working together and convey a genuine interest in helping them achieve their goals or solve their problems.
7. Confidence Building: Reassure the client of your expertise, experience, and commitment to delivering high-quality services/products. Offer to address