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.

1. Review your proposal:
   You’ll see all the details and options laid out clearly.
   → [Insert Proposal Link]

2. Accept your proposal
   Click "Accept" at the bottom of the proposal to lock it in.

3. Review & sign your contract:
   Once the proposal is accepted, your contract is ready to go.
   → [Insert Contract Link]

4. Pay your first invoice:
   You can pay securely online.
   → [Insert Invoice Link]

5. 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

• It saves you from constantly re-editing automated emails

• It creates a calm, clear experience for your client

• It still feels personalized and professional

• 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.