New Client Welcome Emails: The Key to Building Lasting Customer Relationships 

Isaiah Rendorio Headshot

Isaiah RendorioProduct Marketing Manager, Campaigns

Sending a new client welcome email is a great way to set the foundation for long-lasting relationships. Learn more here.
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Person reading a new client welcome email from a business

First impressions matter—especially in business. When new clients sign on with a company, they want to feel welcomed and valued. Do you remember the last time you signed up for a service or made a purchase? Did you receive a welcome email or text from the company? If you didn’t, you probably felt a bit lost and you may have even wondered whether your transaction had been completed. Customers expect—and even want—to receive welcome emails when they do business with a new company. In fact, welcome emails get, on average, 4x more opens and 10x better click-through rates compared to standard marketing emails.

This first interaction between your business and a new company can set the tone for the entire relationship, and a personalized, thoughtful email can instill trust and confidence in the new client. In today’s digital age, new client welcome texts are becoming increasingly common as well. So, whether it’s an email or a text, sending a warm welcome message can be the key to building lasting customer relationships

In this blog, we’ll dive into the importance of new client welcome emails and text messages, why they’re critical for businesses, and how to create a welcome message that resonates with your customers.

Why a New Client Welcome Email Matters

Establishing a positive relationship with new clients is just as important as getting them in the door. A simple yet effective way to do this is by sending a new client welcome text or email. Here’s why it matters.

→ First impressions are everything. 

The first impression a new client has of your business is important. It sets the tone for the relationship with your business going forward. A new client welcome email provides an opportunity to make a positive first impression. It lets the client know that you value their business and are excited to work with them. This can go a long way in building trust, loyalty, and long-lasting relationships.

→ The modern consumer wants a personalized experience. 

In this day and age, personalization is the key to establishing lasting relationships with clients. A new client welcome email is an opportunity to personalize your communication. Addressing the client by name, including a personalized message, and highlighting aspects of your business that align with their needs or interests can make a significant impact. Personalization shows that you are invested in getting to know your clients and tailoring your approach to their unique needs.

woman reading a welcome email from a business

Components of an Effective New Client Welcome Email

Okay, let’s break it down. If you’ve never written a welcome email before, you’re probably wondering what it should include. Here are a few key components. 

1. Write an attention-grabbing subject line.

Your subject line sets the tone for your email and should prompt the recipient to open it. A subject line that is concise, clear, and intriguing stands a better chance of being opened and read. You could consider using the recipient’s name, mentioning the value proposition, or using personalization tactics to grab their attention. The idea is to make it clear that the email is from your company and create an expectation of what the email will contain.

2. Start with a personalized greeting.

The email greeting is the first step towards building a relationship with your new client. Using a personalized greeting like, “Dear [name],” or “Hey there, [name]!” shows that the email was written with them in mind and not just sent out in a bulk email campaign. Personalization creates the impression that your business cares about its clients and values their relationships.

3. Include a clear call to action.

A clear call to action prompts the new client to do something. Whether you’re asking them to schedule a meeting, leave a review, or fill out a questionnaire, keep the request concise, clear, and easy to follow. Offer to help them if they have any questions. Make the call to action stand out by using a bold font or highlighting it in a call-out box.

4. Showcase your brand identity.

Your new client welcome email should be an extension of your brand—you don’t want it to feel stale, or like a repeat of every other welcome email your new customer has ever received from a business. Use an email template that incorporates your business logo, brand colors, and fonts to drive brand recognition. In your email, mention your company values and show off what makes your company unique. You might even consider highlighting a few metrics that identify how much or how often your solution has helped other people like them. 

A welcome email is an excellent opportunity to build a positive, long-lasting relationship with your new client. A well-crafted email that incorporates all the five components mentioned above, will help you make a great first impression, ensure that the client feels valued, and persuade them to take action. Remember that your new client welcome email should be informative, persuasive, and confident to ensure that the new clients are convinced that they chose the right business to partner with.

 woman reading a welcome text from a business

Components of a New Opt-in Welcome Text Message

A new opt-in text message is similar to a welcome email, but instead of sending it after someone buys from you for the first time, you send it when a customer subscribes to your text list. Here are a few best practices to keep in mind. 

1. Say thank you.

Your customers keep you in business—show them how grateful you are for them. Thanking them for choosing your business and expressing how valued they are will set a positive tone for your relationship. 

2. Keep it conversational. 

The tone of a welcome text message should be casual, conversational, and friendly. Avoid using industry jargon or being overly wordy. Be sure to address the customer by name and consider adding an emoji or two to keep things light. 😉

3. Offer a welcome promo.

We all know that the real key to your customers’ hearts is a discount—everyone loves a good deal. Adding a welcome promo to the first text you send a customer is a great way to incentivize new clients to start shopping. This offer might be in the form of a discount, a complimentary item, or something else. You can get creative with it! 

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4 Welcome Email Templates

First impressions are crucial in developing long-term relationships with clients. You can make a great first impression by sending a welcome email to new clients. A good welcome email can help businesses set expectations, build credibility, and show appreciation to clients. Here are four welcome email templates that you can use as a starting point for crafting your own new client welcome email.

Template #1: The Friendly Welcome

Subject Line: Welcome to [Business Name]!

“Dear [Client Name],

We wanted to take a moment to welcome you to [Business Name]. We are excited to have you as a client and appreciate your trust in us.

As a new client, you can expect to receive top-notch customer service, high-quality products and services, and timely communication from us. We are committed to meeting and exceeding your expectations.

Feel free to explore our website and learn more about our products and services. If you have any questions or concerns, please do not hesitate to contact us. We are always happy to help.

Thank you again for choosing [Business Name]. We look forward to working with you!

Best,

[Your Name]”

Template #2: The Educational Welcome

Subject Line: Welcome to [Business Name]! Here’s what you need to know

“Dear [Client Name],

Congratulations on becoming a client of [Business Name]. We are excited to work with you and help you achieve your goals.

To help you get started, we wanted to share some important information with you:

– Our business hours are [insert hours].

– You can contact us at [insert phone number or email] if you need assistance.

– We offer [insert key features or benefits of your products or services].

We are committed to supporting you throughout your journey with us. If you have any questions or concerns, please do not hesitate to contact us.

Thank you for choosing [Business Name]. We appreciate your business and look forward to helping you succeed.

Best,

[Your Name]”

Template #3: The Personalized Welcome

Subject Line: Welcome to [Business Name], [Client Name]!

“Dear [Client Name],

We are thrilled to welcome you to [Business Name]. As a new client, you are now part of our family, and we want to make sure you feel at home.

We know that every client is unique, so we want to learn more about you and your needs. Please take a few minutes to fill out this short survey [insert link to survey]. Your feedback will help us better understand how we can serve you.

In the meantime, if you have any questions or concerns, please do not hesitate to contact us. We are here to help.

Thank you for choosing [Business Name]. We are excited to work with you and help you reach your goals.

Best,

[Your Name]”

Template #4: The Appreciative Welcome

Subject Line: Thank You for Choosing [Business Name], [Client Name]!

“Dear [Client Name],

Thank you for choosing [Business Name] as your partner in [insert purpose]. We are honored to have the opportunity to work with you and help you achieve your goals.

As a new client, we want to express our appreciation for your trust in us. We promise to provide you with an exceptional experience at every touch point.

If you have any questions or concerns, please do not hesitate to contact us. We are here to help and support you.

Thank you for choosing [Business Name]. We look forward to building a long-lasting relationship with you.

Best,

[Your Name]”

By using one of these welcome email templates as a starting point, you can craft a customized and memorable first impression that leaves new clients feeling valued and excited to work with them. Remember to make it personal, educational, approachable, and appreciative, and you’ll be well on your way to building a loyal client base.

3 Welcome Text Templates

Next, let’s go over some welcome text templates. Keep in mind that due to the nature of texting, welcome texts will be much shorter than welcome emails. 

Template #1: The General Welcome

“Hi [Customer Name] 👋 Thanks for signing up to receive text updates from [Business Name]. You can text us at this number if you ever have any questions for our team. Text STOP at any time to unsubscribe.”

Template #2: The Save Our Number Reminder

“[Business Name] Hi [Customer Name], we now have a textable number! Save this number on your phone so you have an easy way to contact us and stay in the know about deals and promotions! Reply STOP to opt-out of receiving texts from us.”

Template #3: The Welcome Promo

“Hey [Customer Name]! Thanks for opting in for our text updates! Take X% off your next order with the code [Welcome Code]. Get shopping here: [Link].”

→ Want more free text templates? Check out our library

Use Podium to Save Time and Enhance the Customer Experience

Podium helps businesses like yours save time, streamline their communication processes, and enhance the overall customer experience. 

With the ability to send review invites via text and email, you can increase the number of reviews you receive and improve your online reputation. Podium also makes it easy to fire off text campaigns, centralizes customer communication, helps you keep track of customer data, and more. 

If you’re looking for ways to stand out from the competition, grow your business, and improve your online presence, you need Podium. 

Ready to give it a try? Start a free trial here

FAQS

1. How do I make my new client welcome email stand out?

To make your new client welcome email more engaging and memorable, consider personalizing it with the client’s name, company, or any other relevant details. You can also offer a special promotion or discount code as a thank-you for their business. Use a clear and concise subject line to grab their attention and avoid using industry jargon or overly formal language. Make sure the email is visually appealing and easy to read, with plenty of white space, bullet points, and images where relevant.

2. How can I measure the success of my new client welcome email strategy?

One way to measure the success of your new client welcome email strategy is to track the open and click-through rates. This will give you an idea of how many people are engaging with your email and what content is resonating with them. You can also track the conversion rate to see how many people are taking the desired action, such as making a purchase or signing up for a newsletter. 

3. What should I include in my new client welcome email?

Your new client welcome email should include a brief introduction to your company, what products or services you offer, and how you can help improve their lives or business. You should also thank them for their business and include any relevant information such as account credentials, upcoming events or promotions, or contact information for customer service. Consider including a call-to-action that encourages them to take the next step, such as visiting your website or following you on social media.

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