Customer onboarding kickoff email template after contract signing

To welcome a customer who just signed and schedule the onboarding kickoff meeting.

SalesTone: Friendly90 words
Hi name, Now that the contract is signed, it's time to get started. I'd like to set up a 45-minute kickoff meeting on date + 3 days at Time. In that meeting, we'll: • Introduce you to Onboarding contact, who will guide you through the first few weeks. • Go over goals and timelines. • Get the basics set up. To make the most of it, it would help if you could bring What the customer should prepare. If the date doesn't work, suggest another and we'll move it. Best,

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

    Click “Add to NexoPad”: it’s saved as a snippet, with its variables.

  2. 2Type the shortcut

    In Gmail, Zendesk or any website, type /dealkickoff.

  3. 3Fill in and done

    NexoPad asks you for the missing details and fills in the dates for you.