Welcome new clients with an onboarding email that sets the tone
Draft a clear welcome email that tells new clients what you need and what happens next — so the relationship starts smoothly.
What you’ll do
- List what a new client needs to know and provide up front.
- Ask for a warm, clear onboarding email that sets expectations.
- Review it and reuse it for every new client.
Common questions
Am I giving client information to the AI tool?
You control what you type in. For an onboarding email, you're describing your own process — not pasting a client's personal or financial details. Keep it general: 'here's what I need from new clients' rather than anything identifying. The AI drafts the email; you send it from your own inbox.
Will the email sound like me, or like a generic template?
If you give it a brief description of how you like to work and one example of an email you were happy with, it'll match your tone. The lesson shows exactly what to include so the result sounds like you, not a call centre.
Can it include the specific documents and access I need from new clients?
Yes — that's the main thing to give it. Tell it your standard list (bank access, prior returns, payroll records, whatever applies) and it'll write a clear, friendly request. You review the list to make sure nothing's missing before sending.
Does it connect to Xero, MYOB or any other software to pull client data?
No. You're working in ChatGPT, Claude or Gemini in a normal web browser — you type or paste the information yourself. There's no integration with any accounting software. You copy the finished email into your own inbox and send it.
What if the email isn't quite right for a particular client?
Treat the AI draft as a starting point. The lesson shows how to build one solid base template, then make quick tweaks for different client types — sole traders versus companies, for example — before you send.
I'm not very confident with technology. Is this too complicated?
It's designed for exactly that. You open a browser, paste a prompt, and get a draft back. There's nothing to install, no accounts to connect, and the lesson walks you through each step at a practical pace.