# Welcome Letter to a New Client Template Source: https://nerix.ai/templates/welcome-letter-to-new-client Start a client relationship well: thank them, set out the first steps and who to call. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/welcome-letter-to-new-client) Olivia Grant Account manager, Bluebird Accounting [olivia@bluebird.example](mailto:olivia@bluebird.example), +61 2 5550 0147 7 November 2026 Mr Tran Tran Family Bakery **Subject: Welcome, and what happens next** Dear Mr Tran , Welcome, and thank you for choosing us. We are glad to be working with you on monthly bookkeeping and your yearly tax return , and we will do our best to make it simple and worth your trust. ## What happens next 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. To get started, we need from you: Access to your bank feed and your last year's tax return. ## How we will work together We reply to emails within one working day. You will get one report a month, and we call you whenever something needs your decision. ## If you need us You can reach me directly at [olivia@bluebird.example](mailto:olivia@bluebird.example), +61 2 5550 0147 . For urgent matters you can also contact Our support desk, +61 2 5550 0100, weekdays 8 to 6 . Please tell me at any point if something is not working for you; I would rather hear it early. Once again, welcome. Kind regards, Olivia Grant Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Work and jobs ## What this template is for A welcome letter to a new client you fill in online: thanks, what happens next, who to contact, how you work and how to reach you. Download it as Word or PDF. 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](https://nerix.ai/templates/work) Work and jobs ## What you fill in The form asks for 10 details. The document fills itself in as you type. - ### 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 company optional 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 matters optional For example: Our support desk, +61 2 5550 0100, weekdays 8 to 6 Work and jobs ## What is inside The parts of this document, in order. - 1 What happens next - 2 How we will work together - 3 If you need us Templates ## How it works - 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. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=welcome-letter-to-new-client) ### Was this template helpful? Work and jobs ## Questions people ask ### 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. Templates ## More in Work and jobs - [Course enrolment form Enrol a student on a course: their details, the course and fees, support needed and agreement to the terms. Work and jobs](https://nerix.ai/templates/course-enrolment-form) - [Popular Cover letter Apply for a job with two clear strengths, real examples and a reason to choose this company. Work and jobs](https://nerix.ai/templates/cover-letter) - [Popular CV or resume A clear one or two page CV with your profile, work history, education, skills and languages. Work and jobs](https://nerix.ai/templates/curriculum-vitae) - [Employee warning letter Give a clear written warning: what went wrong, what must change and by when. Work and jobs](https://nerix.ai/templates/employee-warning-letter) - [Employment termination letter End a job in writing with the last day, final pay, notice and what happens next. Work and jobs](https://nerix.ai/templates/employment-termination-letter) - [Employment verification letter Confirm an employee's job and start date for a bank, landlord or visa application. Work and jobs](https://nerix.ai/templates/employment-verification-letter) [See all Work and jobs templates](https://nerix.ai/templates/work) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [People and HR](https://nerix.ai/product/people) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [Work and jobs](https://nerix.ai/templates/work) ## Keep reading - People and evaluations onboarding [People and evaluations](https://nerix.ai/blog/category/people-and-evaluations) October 21, 2026 5 min read ### [Onboard a new hire in the first 30 days](https://nerix.ai/blog/onboard-a-new-hire-in-30-days) A week by week plan to welcome a new hire in a small company: before day one, the first week, goals, check ins and a survey at day thirty. Read the guide