The Welcome Packet

What you'll need

• What a new client needs to know to get started
• Any AI chat assistant

The steps

1. List what a new client actually needs to know or do first.
2. Paste the prompt and fill in the brackets.
3. Personalize the greeting for this specific client.
4. Send it as soon as they sign on.

Write a warm welcome message for a new client, covering what they need to know to get started.

My business: [what you do]
This client: [name, what they're working with you on]
What they need to do first, if anything: [list, or "nothing yet"]
How we'll communicate going forward: [email / calls / a portal, etc.]
What to expect next: [timeline or next step]

Keep it genuinely warm, well-organized, and easy to skim. End with an easy way to ask questions.

Turn this into a reusable template with [bracketed] fill-ins so I can send it to every new client in under a minute.

What you'll get

A warm, clear welcome that sets the tone and gets new clients confident and set up from day one.

If it's not quite right

• Different client types need different info? Add "Give me two versions for [type A] and [type B]."
• Want it shorter? Add "Cut this to 3 short paragraphs max."