Welcome Email
A welcome email for a new customer, giving them what they need to get started.
Module
Email
where it lives
What it does
A welcome email for a new customer, giving them what they need to get started
Covers the essentials of a new customer relationship: who they're working with, how to reach someone, what to expect next, and any account or portal details they need. Has more room than a welcome SMS to set context and tone. Warm and clear without being long.
When you’d reach for it
- ▸A home warranty platform uses this when a new policy activates, giving the customer their policy number and instructions for submitting a service request.
- ▸A pest control company uses this after signup to introduce the customer to their account, their service schedule, and who to call with questions.
- ▸A property management system uses this to onboard new tenants with move-in details and a maintenance request contact.
More from Email