Letters template
Client Welcome Letter template
A one page welcome letter for a new client, naming who looks after their account, what happens in the first 30 days and how to send records. It suits accountants, agencies and professional services firms onboarding a client.
4 paragraphs, 1 table
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What you fill in
- [Date]
- [Client name]
- [Client company]
- [Client address]
- [Your company]
- [Your name]
- [Email]
- [Team member name]
- [Phone]
- [Website]
- [Your address]
The template, in full
[Date], [Client name], [Client company], [Client address], Dear [Client name],
Welcome to [Your company], and what happens in your first 30 days
Thank you for moving [Client company] to us. Your file is open, the handover request has gone to your previous accountant, and your portal is live. Nothing is needed from you today.
Sending us records is one route, not four. Upload invoices, receipts and statements to [Website], where your login is your email address and the password you set on [Date]. Photographs of receipts are fine. Please do not email records, because they do not reach the file.
Two things we will ask for: the bank feed approvals in the week 2 call, and a copy of your lease, because the outgoings in it change how the rent is coded., , Welcome aboard., [Your name], Partner, [Your company]