CUSTOMER WELCOME TEMPLATE
Free from StegPoint · stegpoint.com

HOW TO USE
Send this after you have confirmed the customer's booking or acceptance. Replace the fields and remove sections that do not apply. Attach only the documents relevant to their agreed service.

SUBJECT: Your [service] with [business] — next steps

Hi [first name],

Thanks for choosing [business]. I'm looking forward to helping you with [service / project]. Here's what happens next.

WHAT WE HAVE AGREED
[Short summary of the accepted scope]
Quote / booking reference: [reference]
Confirmed price and payment schedule: [details]
Full scope and agreed terms: [attachment or link]

WHEN AND WHERE
[Day, date, time and time zone]
[Location, arrival instructions or meeting link]
[Expected duration / key milestones]

WHAT I NEED FROM YOU
Please send or arrange the following by [date]:
1. [Information, approval or access needed]
2. [Information, approval or access needed]
Please use [secure method] for anything sensitive.

UPDATES AND QUESTIONS
Your main contact is [name]. Reach me on [phone / email].
I'll update you [realistic update schedule or agreed milestone].
If your requirements or availability change, let me know using [contact details] so we can discuss the effect on scope, timing and cost before making changes.

AFTER COMPLETION
I'll provide [handover, care instructions or relevant follow-up].

Thanks,
[Your name]
[Business]
[Contact details]

INTERNAL SEND CHECKLIST — REMOVE BEFORE SENDING
[ ] Booking or acceptance is confirmed.
[ ] Scope, price and payment details match the accepted quote.
[ ] Times, location and links have been checked.
[ ] Customer knows what to do next and by when.
[ ] Attachments are correct and contain no other customer's information.
[ ] Internal checklist and all unused fields have been removed.
