We love automation in theory… But let’s be real: when it comes to welcoming a new client, most of us end up panic pausing automations to customize that “one email” anyway.
That’s why we recommend creating a simple, human, reusable email template you can send manually — no automation setup required — that guides your client through everything they need to do to get started with you.
It feels personal. It saves time. And it still gets the job done beautifully.
Step 1: Create Your Email Template
You can do this right inside your WillowSpace Email Templates area. Just label it something like:
✨ Client Onboarding – Welcome + Steps to Get Started
Here’s a ready-to-use example you can copy and customize:
Subject: Welcome! Here's what happens next 🌿
Body:
Hi [Client First Name],
I’m so excited to be working with you! To make things super smooth, here’s everything you need to do to get started, all in one place.
Review your proposal:
You’ll see all the details and options laid out clearly.
→ [Insert Proposal Link]Accept your proposal
Click "Accept" at the bottom of the proposal to lock it in.Review & sign your contract:
Once the proposal is accepted, your contract is ready to go.
→ [Insert Contract Link]Pay your first invoice:
You can pay securely online.
→ [Insert Invoice Link]Access your client portal anytime:
Everything lives here — including documents, invoices, and messages.
→ [Insert Portal Link]If you have any questions at all, just hit reply. I'm here every step of the way.
Excited to get started!
[Your Name]
[Your Business Name]
[Email Signature]
Step 2: Save + Send It When You Need
Once this template is saved in your Email Templates, you can send it to any new client manually — it only takes a minute, and it’s way easier than constantly editing automations.
💡 Bonus Tip: You can even add this to a Workflow if you like, but sending it manually lets you keep it warm, personal, and perfectly timed.
Why This Works
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It saves you from constantly re-editing automated emails
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It creates a calm, clear experience for your client
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It still feels personalized and professional
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It works great with or without full workflows set up
✅ More Onboarding Help Coming Soon
We’re working on ways to make onboarding even easier — including better workflow triggers, multi-step actions, and smarter email template logic. But in the meantime, this manual onboarding email is a favorite among WillowSpace pros.
