Start the relationship with a clear next step.
Give new clients a clear request, a sensible reminder and a visible definition of ready. Keep the welcome organised while your team stays in control.
Here’s the job
you need done.
Keep the welcome connected to the work.
A friendly first email is only the beginning. An onboarding request needs an owner, a checklist and a visible next step. Keep the completed form and company details separate so partial progress is easy to record.
“Ask Daniel for the completed onboarding form and company details next Tuesday. Follow up after three working days.”
New client welcome
Hi Daniel, welcome aboard. Please send your completed onboarding form and company details so our team can prepare your account. Let us know if you need anything clarified.
One item arrives.
The other stays on the list.
Record the reply manually to stop pending sends. Review what arrived, save the evidence, then decide the next step.
“The onboarding form is ready. I’m checking the company details with our office.”Recorded by your team · Future sends stopped
Thanks for the onboarding form, Daniel. The remaining item is your company details. Could you send those when they are confirmed?
Now you can call it done.
Your team has checked both onboarding items and recorded where the information was reviewed.
Both required items recordedLess uncertainty at the start of a relationship.
Your team can see what is still needed before starting the next piece of work. A revised follow-up acknowledges the form already received and asks only for the details that remain outstanding.
Follow the complete visual journey