Client Onboarding Email Kit
About
Your work is premium — your client emails should read that way too. This is
a complete 4-email client journey for consultants, photographers,
coaches, designers, wedding planners, and boutique agencies: quiet,
editorial, letter-style layouts that make clients feel like they hired the
right studio.
What you get
- Email 1 — Welcome & Kickoff: personal letter-style note with
signature, "what happens next" numbered steps, meet-the-team card,
project-folder CTA. Clients judge professionalism in the first 24 hours —
this nails it.
- Email 2 — Services & Pricing Guide: three package tier cards with a
"Most popular" badge, client testimonial pull quote, and an honest
fit-call CTA. Pre-sells your middle package before you ever get on a call.
- Email 3 — Milestone Update: done / in-progress / up-next progress
checklist, deliverable preview card, feedback-deadline callout. Kills
"how's it going?" emails forever.
- Email 4 — Wrap-Up & Referral: thank-you letter, Google review +
testimonial buttons, give-$200-get-$200 referral card, alumni-rate note
that keeps the door open.
Two formats included
- Mailchimp version: import and every block is editable right in
Mailchimp's editor (mc:edit regions) — no code needed after import.
Compliance merge tags already in place.
- Clean HTML version: no Mailchimp code — paste into Klaviyo, Brevo,
ActiveCampaign, MailerLite, or client-management tools that accept
custom HTML (Dubsado, HoneyBook, 17hats).
Why this kit
- Deliberately minimal: ivory, charcoal, one sage accent, hairlines
instead of banners — restraint reads premium to high-ticket clients
- Mobile responsive — everything stacks cleanly on phones
- Table-based, bulletproof buttons, Outlook (MSO) safe
- Email-safe fonts only (Georgia + Arial) — the editorial look, zero
broken webfonts
- 5-page PDF guide: import steps for Mailchimp and other platforms,
client-journey timing, CRM automation tips, color cheat sheet
Perfect for: brand & web designers, photographers, business coaches,
wedding & event planners, interior designers, copywriters, accountants,
fractional consultants — any service business that onboards clients by
email.
Files: 8 × HTML (4 Mailchimp + 4 clean HTML) + 5-page PDF setup guide.
*Placeholder images are for preview only — replace with your own photos
inside your email editor.*
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FAQs
- How do I contact support?
For questions about this product, message the Shop Owner via their shop profile. For all other questions, like licensing or billing, visit our Help Center.
- How can I unzip product files?
PC: To extract a single file or folder, double-click the compressed folder to open it. Then, drag the file or folder from the compressed folder to a new location. To extract the entire contents of the compressed folder, right-click the folder, click Extract All, and then follow the instructions.
Mac: Double click the .zip file, then search for the product folder or product file.
If you continue to have trouble, check out this help article for more tips.
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