NexoPad

Client onboarding checklist email template for agencies

To welcome a new client with everything you need from them to get started.

AgenciesTone: Clear84 words
Hi customer name, Welcome to Your agency name. To get off to a good start, here's what we need from you this week: 1. Sign the contract and statement of work. 2. Fill out the onboarding questionnaire: Questionnaire link 3. Give us access to the tools we'll need. 4. Let us know who will approve deliverables. Ideally, all of this by date + 5 days. We'll track it in Where to track the checklist. If you have any questions, just reply here. Best regards,

The parts in blue fill in on their own, or NexoPad asks you for them when you type the shortcut.

How to use it in NexoPad

  1. 1Add it or copy it

    Click “Add to NexoPad” if you have the extension, or “Copy for NexoPad”: it’s copied with its variables.

  2. 2Create the snippet

    In NexoPad, create a new snippet, paste the text and give it the shortcut /clientonboard.

  3. 3Type it anywhere

    In Gmail, Zendesk or any website, type /clientonboard and fill in the blanks.