Using Effective Strategies for Onboarding New Clients

Onboarding new clients is a critical marketing task. It is important to the customer journey for many companies. As a small or medium-sized business, this task should not be ignored.

It can be the difference between a thriving business and a struggling one. A tried-and-true (yet not oft-repeated) method for a successful onboarding experience is to start at the beginning. If you’re serious about retaining customers, you need onboarding email templates.

A screen with the mail icon in focus.
Photo by Brett Jordan on Unsplash

Why Do You Need an Onboarding Email Template?

As a budding entrepreneur, one of the hardest lessons you’ll learn is that sign-ups don’t translate into sales. Thus, you need a good strategy to turn those sign-ups into paying customers.

Having a strategy for onboarding new clients is one of the most important things a business owner can do. This strategy comes from understanding the process involved with onboarding new clients and the person on the other end of that email, the client.

Effective onboarding emails have a set time for a welcome, information about the services, your website and contact information. 

Elements of Onboarding Email Templates

The onboarding process is a long process that requires a lot of personal interaction, but the email template can improve that process. If you want to create a sure-fire template for onboarding customers, there are certain key elements you must know and include.

1. Create a Catchy Subject Line

Your new customer probably signed up for several similar products or services. This means you’re competing with others for their attention. A catchy subject line helps you to make a big impression. It gives you an advantage over others. Thus, you should pay attention to it. 

In order to increase your open email rates, you will want to use the subject line as your tool. An actionable subject line draws customers in. It makes them curious about your content. Some even refer to it as baiting. But it’s not as bad as it sounds as long as you provide value.

2. Restate Your Offering

The onboarding email should reassure the customer that they are at the right place. It offers clarity on what you’re offering them and how they can get the best out of doing business with you. It also creates a sense of security the moment they receive the email because the user knows exactly what you’re offering them.

3. Tell Them What’s Next

After restating your offering and reminding them why they’re here, you take them through the next onboarding steps. Depending on the product you’re offering, there are additional steps for them to take. Lead and guide them through the process.

4. Include Helpful Resources

An onboarding email should help a client as much as possible. If there are additional resources that could be helpful, ensure you include them. It could be tips on how to troubleshoot or use advanced features.

The most common one used is the FAQ page. There are hundreds or even thousands of questions you can answer on an FAQ page.

5. Include Contact Information

Sometimes, customers may need more information. They shouldn’t have to go through an arduous process to contact you. You can create great troubleshooting content, but you can’t predict every possible problem for your customers.

Adding this contact information to your welcome email is an excellent way to build trust. You drive customer loyalty and assure readers that you are available.

6. Round Off With a CTA

Your onboarding email template is missing a core part if it doesn’t have a call to action. The call to action entices customers to start using your product. 

When you demonstrate your company’s value and explain how you could help them achieve their goals, customers will be excited to start. Introduce the call to action at the end of the mail.


Onboarding email templates are a quick and simple way for you to tell new customers why they should do business with you. It should include the basics that new customers need.

Things like a catch-all subject line, an easy-to-understand takeaway, a call to action and a few helpful past client success stories. To create a strategy that will work for your business, you should personalize onboarding emails for every piece of work your business does.

The email won’t be the same for every company. As is the case with all types of marketing, the work you do is different. You’ll need to find success in different ways. 

Abir is a data analyst and researcher. Among her interests are artificial intelligence, machine learning, and natural language processing. As a humanitarian and educator, she actively supports women in tech and promotes diversity.

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