Welcome letter to a new client

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Work and jobs templates

• Your name

  For example: Olivia Grant

• Your role and business

  For example: Account manager, Bluebird Accounting

• Your email and phone

  For example: olivia@bluebird.example, +61 2 5550 0147

• Client's name

  For example: Mr Tran

• Client's companyoptional

  For example: Tran Family Bakery

• What you will do for them

  For example: monthly bookkeeping and your yearly tax return

• What happens next

  For example: 1. We will send you an online form to share your bank statements. 2. We will hold a 30 minute set-up call this week. 3. Your first monthly report follows on 5 December.

• How we work together

  For example: We reply to emails within one working day. You will get one report a month, and we call you whenever something needs your decision.

• What we need from you (optional)optional

  For example: Access to your bank feed and your last year's tax return.

• Who to contact for urgent mattersoptional

  For example: Our support desk, +61 2 5550 0100, weekdays 8 to 6

1. 1What happens next
2. 2How we will work together
3. 3If you need us

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 10 details, starting with Your name, Your role and business, Your email and phone, Client's name, What you will do for them. 3 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

Are these work templates free?

Yes. You can fill in and download every work template for free, with no account. What you type stays in your browser.

Can I change the wording of a letter?

Yes. Download it as a Word document and edit it, or open it in the nerix chat and ask for a shorter, firmer or friendlier version.

Do these templates follow my country's employment law?

They assume no country's law. Where the rules matter, such as notice periods, each template tells you to check what applies where you are.

How long should a job letter be?

As short as it can be while still clear. Most of these fit on one page, and the templates leave out filler so the point comes first.

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