Free Customer Success Tool - Onboarding Email: Let’s Get You Set Up!

To establish a warm, approachable connection while guiding the customer through the initial steps of onboarding. This email fosters a sense of partnership and encourages two-way communication right from the start.

Let’s Make Your Plan Happen!

Hi [First Name],

I’m so excited to work with you on implementing [Product/Service]! To kick things off, let’s set up a time to chat about your goals and create a plan that works perfectly for you.

Here’s what to do next:

  1. Schedule your kickoff call here: [Link].
  2. Fill out this quick form so we can hit the ground running: [Link].

If you have any ideas or questions before we chat, just reply to this email—I’d love to hear from you. Looking forward to making this happen together!

Talk soon,

[Your Name]

[Your Position]

[Contact Information]

About This Resource

  • Type: Email
  • Category: Onboarding
  • Sub-Category: Welcome emails and introductions
  • Effort: Low
  • Requires Budget: No