Welcome Email Template for Financial Services

# Welcome Email Template - Financial Services

## Purpose
Send immediately after a new client signs up or their first invoice is paid to make a strong first impression and reduce early churn.

## When to Use
A warm, professional welcome email for new clients that sets expectations and outlines next steps. Includes personalisation fields and a clear call-to-action.

## 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 (Mailchimp or HubSpot)

---

Subject: Welcome to [Company Name] - here is what happens next

Hi [Client Name],

Thank you for choosing [Company Name]. We are genuinely pleased to have you on board and want to make sure your experience with us gets off to the best possible start.

Over the next few days, you will receive a brief onboarding questionnaire to help us understand your priorities. Your dedicated account manager, [Account Manager Name], will then schedule an introductory call to walk through your goals and set up your account.

In the meantime, here are a few resources to get you started:
- Our client portal: [Portal URL]
- Support hours: Monday to Friday, 8:30 AM to 5:30 PM AEST
- Direct support email: [Support Email]

If you have any questions before your onboarding call, do not hesitate to reach out. We are here to help.

Warm regards,

[Your Name]
[Your Title]
[Company Name]
[Phone Number]

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**Complexity:** simple | **Setup time:** 5 minutes | **Tools:** Mailchimp, HubSpot, ActiveCampaign

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