The first email after a client says yes sets the tone for the whole project. Fill in a few details, pick a tone, and copy a warm, clear welcome. No signup, no catch.
Leave blank to use a sensible default sequence.
Adds a line inviting them to book a quick call.
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Subject
So glad we're working together
Hi there, I am really glad we are working together. Before we dive in, here is a quick note on what happens next so nothing feels like a mystery: - I will send over the agreement to sign so we are both covered. - Once that is signed, I will share the kickoff details and what I need from you. - Then we get started. I want this to be an easy, clear process for you, so if a question comes up at any point, just reply to this email and I will get back to you. If a quick call would help before we begin, reply with a couple of times that work and I will send an invite. Looking forward to it, [Your name]
No signup. Nothing you type is saved or sent anywhere.
This writes the email. FileCurrent onboards the client end to end: contract, invoice, and their own portal.
FileCurrent turns a signed proposal into a contract and an invoice, sends the client their own portal, and keeps the whole onboarding in one place, so a great first email becomes a great first week.
$15/month or $129/year. No credit card required.
Related reading: the client onboarding process, client onboarding email templates, and the onboarding checklist.