ONBOARDING THAT SETS THE RIGHT EXPECTATIONS
Most client frustration doesn’t come from what you do – it comes from what they expected.
A new client who doesn’t know your SLA, your escalation path, or how to submit tickets properly will blame you when things feel slow. Set expectations clearly in the first 30 days, and you’ll spend the next three years as a trusted partner instead of a vendor on probation.
The scenario:
You’re onboarding a new managed services client and need to communicate what they should expect from the relationship.
The prompt:
You’re creating an onboarding welcome email sequence.
Client context: [paste service tier, key contacts, any special arrangements]
Write a 3-email sequence covering:
– Email 1 (Day 1): Welcome, key contacts, how to get help
– Email 2 (Day 7): What to expect – SLAs, response times, escalation path
– Email 3 (Day 30): Check-in, feedback request, intro to QBR process
Keep each under 150 words. Warm but professional.
Include subject lines for each.