Clients decide in the first 72 hours whether they bought the right thing. One welcome email does not carry that decision.

A welcome email is the smallest part of onboarding. In the offers we run, onboarding is five to seven steps, a 15-minute call and several touch points from a real person. The email sequence holds the links and dates together.

What should the first welcome email say?

It goes out right after payment and does one job: get the onboarding call booked. Everything else in it supports that.

Say exactly what they bought: the calls, the chat support, the community, the length. Clients who are unsure what their offer includes get confused fast, even by good news.

What are the emails in a coaching welcome sequence?

EmailWhenIts one jobStops when
1. WelcomeRight after paymentBook the onboarding call; log inSent once
2. Not booked yetNext day, only if no call is bookedOne line and the booking linkThe call is booked
3. Before the callThe day before the callFill in the intake form; watch the welcome videoThe call happens
4. Your first stepRight after the onboarding callThe one action, with the link to the video or worksheetSent once
5. First winWhen the first win is due, inside two weeksCelebrate it, or offer help to finish itThe win is logged
6. Two-week checkDay 14Where they are against the plan; next milestone and dateSent once
A welcome sequence built on our onboarding rules. The timings are a starting point; set them to your offer. · Source: Client onboarding checklist for a coaching program

What do the welcome emails say?

Very little, in the voice of the person the client will talk to. Four examples to adapt to your program:

  • Email 1: "Welcome to [program], [name]. Step one is a 15-minute onboarding call with [client success manager], where we set your goal and first step. Book it here: [link]. Your login: [link]. Questions? Message us on [channel]."
  • Email 2: "Hey [name], your onboarding call is the fastest way to get started. It takes 15 minutes: [link]."
  • Email 4: "Great call today. Your one step this week: [action]. Here is the video: [link]. Message [name] when it is done."
  • Email 5: "[Name], your first win is due this week: [win]. Done already? Reply and tell us. Stuck? Reply with where, and [name] will help."

Sign each one with the client success manager's name, so replies go to a person who will answer them. A reply-to address nobody checks undoes the whole sequence.

What should email not do in onboarding?

Carry the relationship. New clients are the highest priority in a program, and most offers give them little attention early. That builds a rocky relationship with the program before the first call.

So the personal part happens elsewhere. The client success manager checks in by DM and voice message, up to three times a week in the first 30 days. Each time, they log how far the client is. The emails hold the links so those messages can stay short.

New clients are the highest priority. Most offers' onboarding is bad, new clients get little attention early, and that builds a rocky relationship with the program. Hand-hold early, check in regularly, voice messages, care.
Diego Miescher
Founder

How long should onboarding emails be?

Short enough to read on a phone in one screen. One job, one link, one name. Never send books; everyone hates long messages, and a new client reading a wall of text starts to wonder what they signed up for.

Keep the steps few. Five to seven onboarding steps in total, never fifteen, each one explained in a short video and in bullet points. If the sequence needs more emails than that, the onboarding has too many steps.

Which tool should send the sequence?

Whatever already holds the client after the sale, often GoHighLevel or the CRM the sales team uses. Trigger email 1 from the payment in Stripe, and stop each later email the moment its job is done.

A sequence that keeps asking a client to book a call they booked yesterday looks careless. Test it with a real purchase before the next launch.

Further reading: What happens on an onboarding call for a high-ticket coaching program · What the welcome video for a coaching program should say

This week. Buy your own program with a test card in Stripe's test mode, or walk through it with a team member. Count the emails, the steps and the hours until a real person messages you. Cut what does not book the call or start the first step.