Client Onboarding Email Templates

Subject: Welcome to [Project Name] — Next Steps

Hi [Client Name],

Welcome to the project! I'm excited to work with you on [Project Name].

Here's what happens next:

• I'll send you a detailed project timeline by [date]
• Please share any brand assets, login credentials, and reference materials by [date]
• Our first milestone review is scheduled for [date]
• I'll check in with you every [frequency] with progress updates

I've attached the project scope and contract for your reference.

If you have any questions before we start, just reply to this email.

Looking forward to delivering great results!

Best regards,
[Your Name]

Subject: [Project Name] — We're Starting!

Hi [Client Name],

Today is day one of [Project Name]! I've received the deposit and we're officially underway.

Quick reminders:

• Project timeline: [Start Date] to [End Date]
• First deliverable: [Deliverable] due by [Date]
• Communication: I'll update you every [frequency] via [channel]
• Questions? Reply to this email or call me at [Phone]

Let's build something great!

Best,
[Your Name]

Subject: [Project Name] — Week [X] Update

Hi [Client Name],

Here's your weekly update on [Project Name]:

Completed this week:
• [Task 1]
• [Task 2]
• [Task 3]

Next week:
• [Upcoming task 1]
• [Upcoming task 2]

Needs from you:
• [Anything you need from the client]

Timeline status: On track / At risk [explain if at risk]

Questions or feedback? Just reply to this email.

Best,
[Your Name]

Subject: [Project Name] — Milestone [X] Complete ✅

Hi [Client Name],

Great news — Milestone [X] is complete!

What was delivered:
• [Deliverable 1]
• [Deliverable 2]

What's next:
• Milestone [Y] starts on [Date]
• Expected delivery: [Date]

Please review the deliverables and share any feedback by [Date]. If I don't hear from you by then, I'll assume everything looks good and proceed to the next milestone.

Invoice for Milestone [X] is attached.

Best,
[Your Name]