How To Create an Email to Introduce Yourself to a New Client

Emails / By

A new client onboarding email, also called an introduction email, can be difficult to get right. You have to balance expectations with enthusiasm and create an open communication line, all of which will become important as your work with the client progresses.

To create a solid introduction email to a client, start with a personal introduction and connection, then talk about the project you’ll be working on for them, and finally invite them to meet with you to discuss the details.

What a Good Introduction Email for a New Client Looks Like

Depending on the context of the introduction, you may need your email to do a few different things for your client.

If you are working with a larger company and have been assigned a new client, you’ll want to establish what company you work for, what your role is, what the project is going to look like, and how your client can contact you to discuss the work. You’ll also want to set up a consultation either in person or virtually to fully flesh out the details of the project.

If you are a freelancer who is onboarding a new client independently, you’ll want to establish who you are and how you were connected to this client. From there, the setup of the email is essentially the same: project details, contact information, and setting up an initial consultation.

Client Introduction Email Templates

Here’s what a company client onboarding email might look like.

SUBJECT: Introduction to [Project Name] With [Company]

Hello [Client Name],

My name is [Name] and I am the [Title] with [Company] who has been assigned to your project. It’s lovely to make your acquaintance!

For this project, I expect us to be working with a timeline of [Timeline]. My team includes [Team Description]. Here are the initial goals I’ve established:

  • [Goal 1] – to be completed by [Date]
  • [Goal 2] – to be completed by [Date]
  • [Goal 3] – to be completed by [Date]
  • [Goal 4] – to be completed by [Date]

I will be your point of contact for this project, so if you have any questions, concerns, comments, or suggestions, please feel free to contact me via [Method] during/at/on [Availability]. I would love to discuss this in more detail with you before we begin, so please let me know when a good time to meet would be – I am available to meet at/on [In-Person Meeting Location/Virtual Meeting Option of choice/Both] during/at/on [Availability].

I’m excited to work together! Hope to hear from you soon.

 

Thank you,

[Name]

[Title], [Company]

[Contact Info]

 

Here’s what a freelancer client onboarding email might look like.

SUBJECT: Introduction to [Project Name] with Estimate

Hello [Client Name],

My name is [Name] and I am a[Title]. We were connected by [Connecting Person] at/through [Event/Method] to work on [Project Name]. I’m excited to collaborate!

For this project, I expect us to be working with a timeline of [Timeline]. Here are the initial goals I’ve established:

  • [Goal 1] – to be completed by [Date]
  • [Goal 2] – to be completed by [Date]
  • [Goal 3] – to be completed by [Date]
  • [Goal 4] – to be completed by [Date]

For this project, my initial estimate is a budget of [Budget], to be paid [Method] at/on/before [Deadline]. [Other Payment Conditions].

If you have any questions, concerns, comments, or suggestions, please feel free to contact me via [Method] during/at/on [Availability]. I would love to discuss this in more detail with you before we begin, so please let me know when a good time to meet would be – I am available to meet at/on [In-Person Meeting Location/Virtual Meeting Option of choice/Both] during/at/on [Availability].

I’m excited to work together! Hope to hear from you soon.

 

Thank you,

[Name]

[Title]

[Contact Info]

 

Conor
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