Welcome New Clients To Your Business And Their Website Project

Use this free email template to set a positive tone for your client project and make sure clients feel reassured of their investment and happy they hired you.

The very first step to creating a positive, supportive, and respectful relationship with your client is making sure you start the project off as a powerful leader and establish yourself as the client’s guide. Your role is to help them create an amazing, results-producing website they will be proud of, confident to market, and excited share with others.

How your clients feel about the way the project starts will set the tone for the entire project. If it doesn’t go smoothly, overcoming any uneasy or negative feelings will be difficult.

A welcome process helps clients feel good about their decision to invest with you, sets the tone for your work together, and establishes you as the expert guide. It begins when the client pays their initial deposit and precedes onboarding. This process is so important that I dedicated an entire module in Profitable Project Plan, my business course for web designers and developers.

One part of powerfully welcoming a new client into your business is the welcome email. This is the first official communication between you and your new client and it’s critical you get it right!

Sample Welcome Email

Your client had many choices and ultimately selected you for their project. It’s critical that you let them know how excited you are to be working with them and to get started and share important things like how you’ll be communicating with them and what you need from them, as well as encouragement to ask for help whenever they need it.

Here is a sample welcome email that you can model in your freelance web design business:

Subject: A few things you should know…

[CLIENT NAME],

Welcome to your partnership with [COMPANY NAME]!

We are so excited to get started on your new WordPress website. But before we do, I want to share a few quick things:

  • We love collaboration. This process will be interactive. We need you to participate, be open to new ideas and information, and be honest with your feedback and input.
  • Design is subjective. We will do our best to create a site that fits you and your business perfectly and we need your input to make that happen — what you think, what you love, what you hate, and what you wish for when it comes to your website.
  • Speed counts. We’re committed to keeping your project on track and moving forward. We also need you to respond to emails, communications, and requests in a timely manner and provide all deliverables on time.
  • Communicating will be primarily by email. It is critical that you read each email we send you. They provide support, education, guidance, and critical details to ensure your website produces the results you want.
  • We want you to bug us. If you need help or have questions, let us know. Don’t ever worry about “bugging us” — we want to hear from you! We’re here to help and support you, and that means you can reach out and get help when you need it by [EMAIL ADDRESS] or by phone at XXX-XXX-XXXX.

We know when it comes to creating a new WordPress website, you have a lot of choices, and we’re honored you have chosen to work with [COMPANY NAME]. Thank you! We look forward to working with you, supporting you, and helping you create a site you love.

Best wishes —
[YOUR NAME]

Want More Resources Like This?

If you love done for you scripts and pre-written emails, and you want to skip the years of trial and error and accelerate your success, I invite you to check out my business course for designers and developers called Profitable Project Plan.

Profitable Project Plan provides everything you need to to communicate with, educate, and manage your clients from the initial sales call to the post launch follow up. It includes valuable training on getting paid on time every time, generating a consistent stream of lucrative leads, boosting recurring revenue, and helping clients navigate the development of their brand. What’s even better is that every training comes with detailed handbooks and done for you templates, scripts, and resources you can customize and use in your own business — these will save you TONS of time, effort, and money.

Some links used on this site are “affiliate links.” If you click on the link and purchase the item, I will receive an affiliate commission. Regardless, I only recommend products or services I use personally and believe will add value to my readers. I am disclosing this in accordance with the Federal Trade Commission’s 16 CFR, Part 255: “Guides Concerning the Use of Endorsements and Testimonials in Advertising.”

About Jennifer Bourn

ABOUT THE AUTHOR: Jennifer Bourn is founding partner at Bourn Creative, a full service design and development company specializing in WordPress. With twenty years in the industry under her belt, she is an award-winning designer who consults on branding, website strategy, and content strategy. Jennifer speaks often, delivering workshops and keynote presentations, blogs about food and travel at Inspired Imperfection, co-organizes the Sacramento WordPress Meetup and WordCamp Sacramento, and writes often for other websites on freelancing, client services, blogging, marketing, websites, and branding.

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