Client Onboarding Email Sequence for Financial Services

# Client Onboarding Email Sequence - Financial Services

## Purpose
Deploy as an automated sequence when a new client is added to your CRM to ensure consistent, thorough onboarding.

## When to Use
A five-email drip sequence that guides new clients through your onboarding process, from welcome through to first milestone.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your financial services business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (HubSpot or ActiveCampaign)

---

**EMAIL 1 OF 5 - WELCOME (Send immediately)**

Subject: Welcome aboard - your [Company Name] journey starts here

Hi [Client Name],

Welcome to [Company Name]. We are thrilled to have you with us and committed to delivering real results for your business.

Here is what you can expect over the coming days:
1. Today: This welcome email with key contacts and resources
2. Day 2: Your onboarding questionnaire (takes about 10 minutes)
3. Day 5: Introductory call with your account manager
4. Day 10: Your customised plan and initial setup confirmation
5. Day 21: First milestone check-in and progress review

Your key contacts:
- Account Manager: [AM Name] - [AM Email]
- Support: [Support Email] - [Support Phone]

We are genuinely invested in your success. Let us get started.

Warm regards,
[Your Name]

---

**EMAIL 2 OF 5 - ONBOARDING QUESTIONNAIRE (Send Day 2)**

Subject: Quick questionnaire to help us tailor your experience

Hi [Client Name],

To make sure we set everything up to match your needs, we have prepared a short questionnaire. It covers your current setup, your priorities, and the outcomes you are looking to achieve.

Please complete it here: [Questionnaire Link]

It should take about 10 minutes, and your responses will directly shape the plan your account manager builds for you. If any questions are unclear, just leave a note and we will cover it on your introductory call.

Thanks for taking the time.

Best regards,
[Your Name]

---

**EMAIL 3 OF 5 - INTRODUCTORY CALL PREP (Send Day 4)**

Subject: Preparing for your introductory call on [Date]

Hi [Client Name],

Your introductory call with [AM Name] is scheduled for [Date] at [Time] AEST.

Join link: [Meeting Link]

During the call, we will cover:
- A review of your questionnaire responses
- Your top three priorities for the first 90 days
- System access and tool configuration
- Communication preferences and reporting cadence
- Any questions you have for us

To get the most from the session, please have your login credentials and any relevant documentation handy.

Looking forward to it.

Kind regards,
[Your Name]

---

**EMAIL 4 OF 5 - SETUP CONFIRMATION (Send Day 10)**

Subject: Your setup is complete - here is your customised plan

Hi [Client Name],

Great news. Your account setup is now complete and your customised plan is ready for review.

You can access your plan here: [Plan Link]

**What has been configured:**
- [Setup Item 1]
- [Setup Item 2]
- [Setup Item 3]

**Your first milestone targets (due [Date]):**
- [Milestone 1]
- [Milestone 2]

If anything does not look right, or you would like to adjust priorities, please contact [AM Name] directly at [AM Email].

We are off to a strong start.

Best regards,
[Your Name]

---

**EMAIL 5 OF 5 - FIRST MILESTONE CHECK-IN (Send Day 21)**

Subject: Your 21-day check-in - how are things tracking?

Hi [Client Name],

You have been with us for three weeks now, and we wanted to check in on your progress.

[AM Name] will be reaching out to schedule a brief review call to cover:
- Progress against your initial milestones
- Any challenges or blockers you have encountered
- Adjustments to your plan based on early results
- Next steps for the coming month

In the meantime, if there is anything on your mind, please reach out. We are here to make sure you get genuine value from this partnership.

Warm regards,
[Your Name]
[Your Title]
[Company Name]

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**Complexity:** advanced | **Setup time:** 30 minutes | **Tools:** HubSpot, ActiveCampaign, Mailchimp

Note: This template has been tailored for financial services businesses in Australia. Adjust terminology and compliance references to match your specific context.