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Writing Onboarding Emails for Clients, Students, or Customers

Onboarding emails are a series of messages that you send to a new client after they’ve signed on with your company. They’re designed to help the client transition into using your product or service. As a business owner, you’re always looking for ways to improve your customer relationships. One way to do that is to create a great onboarding email experience for your new clients.

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An entrepreneur since the ripe old age of 5 when I would sell a single cracker with spreadable cheese from my lunch box for $0.25.

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Magan Ward

Writing Onboarding Emails for Clients, Students, or Customers

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January 24, 2023 5:52 pm

Onboarding emails are a series of messages that you send to a new client after they’ve signed on with your company. They’re designed to help the client transition into using your product or service. As a business owner, you’re always looking for ways to improve your customer relationships. One way to do that is to create a great onboarding email experience for your new clients.

Have you ever signed up for a brand new course, program, or service and not had a clear idea of what the next steps were? That might be because the person you purchased from could have overlooked onboarding emails.

Many of us in the digital business space do not give onboarding emails the attention they deserve.

As a business owner, you’re always looking for ways to improve your customer relationships. One way to do that is to create a great onboarding email experience for your new clients.

Onboarding emails are a series of messages that you send to a new client after they’ve signed on with your company. They’re designed to help the client transition into using your product or service.

These onboarding emails are important because they introduce the customer or client to your company and help them to get started using your product or service. They also help to build relationships and trust between you and the customer.

They can also help reduce customer churn by providing helpful information and resources.

When you’re running a business, it’s important to make a good first impression on your customers. That’s why onboarding emails are so important.

This series of onboarding emails are the first emails a customer receives from you after they sign up for your product or service. They’re designed to welcome the customer and help them get started using your product.

While sending emails welcoming new customers to your business might seem like a small thing, onboarding emails can make a big impact.


As an important part of the customer experience, onboarding emails help ensure a smooth transition from one stage of the customer journey to the next.

So how can you create an onboarding strategy that nurtures your customers and builds connection?

Here are a few tips for creating great onboarding emails:

Keep it personal & relevant

Onboarding emails should be personal and addressed to the individual. Some companies make the mistake of sending generic or impersonal emails which can turn customers off.

Taking time to create custom onboarding emails that will make the customer feel valued and appreciated can help the recipient feel like they’re part of something special.

These custom emails also help them to get fully connected with your brand and the program they have just signed up for and should be written in a friendly tone and be easy to understand.

When you create the emails to be relevant to the customer and the purchase they just made with you and tailor the onboarding emails to their needs, you can elevate the experience by anticipating and addressing any questions they might have.

Make it helpful

Onboarding emails should be helpful and informative. They should introduce the recipient to your product or service and help them understand how to use it.

Including a video or image that further explains the product or service they just purchased can go a long way. Even providing helpful links that they will need when diving in can go a long way to make their experience seamless. 

Keep it short

Your onboarding emails should be short and to the point.

No one wants to read a long email when they’re just getting started with a new product or service, and be mindful of using too much technical jargon that they might not understand when just getting started with your product, course, or service.

Include a call to action

Every email should have a call to action, and onboarding emails are no exception. Include a link to your product or service and encourage the recipient to get started. Whether that shows them a “start here” series of videos, or invites them to join your Facebook Community or Slack Channel, these emails are a great opportunity to get clients engaged with your product, service, and brand.

Send it at the right time

Timing is everything when it comes to email marketing. Make sure you send your onboarding email when the recipient is most likely to be engaged, and space them out so that each email is easily digestible.

No one wants to read that they need to be watching 5 modules of your new course during week 1, so ease them in and invite them to take small steps to get connected and consume your content or create their new portal for your coaching program.


Remember, onboarding emails are a great way to welcome new customers and help them get started with your product or service. By following these tips, you can create great onboarding emails that will make a big impact.

The best way to create onboarding emails is to use an email marketing provider, like Convertkit. These platforms make it easy to create and send custom emails to your customers, and allow you to create customized email sequences so you can control when they are receiving their onboarding emails from you.

Onboarding emails are an essential part of any business, so make sure you are taking the time to create them properly.

If you follow these tips, you’ll be sure to create a great onboarding email experience for your new clients.

And remember, these emails can be used to introduce the customer to your company, explain how your product works, and give the customer tips on how to get the most out of it.

If you’re not already using onboarding emails, you should start today. They’re a great way to build a relationship with your customers and get them started on the right foot. 

While sending emails welcoming new customers to your business might seem like a small thing, onboarding emails can make a big impact. They’re an opportunity to build a relationship with your customers from the very start. And if done right, they can help reduce churn and boost customer lifetime value.

Onboarding emails for your membership

To make it easier, I have Onboarding Email Templates in The Email Template Shop that you can purchase today for New Students, New Coaching Clients, Your Mastermind Group, Your Membership Group, or even your Podcast Patreon.

Read next: How to Start Your Welcome Sequence

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