Customer Onboarding Kickoff
An example workflow to send a new customer an onboarding email with attachments
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Welcome a new client and outline onboarding steps, timeline, and key contacts.
- New client onboarding
- Project kickoff
- Implementation start
Fields your team can fill in
To
Add recipients
Cc
Bcc
Add recipients
Subject
Welcome to product_name – Let's Get Started
Hi client_first_name,
I'm me::first_name, your Customer Success Manager at me::company_name. Excited to help get you onboarded!
To get started, here are a few resources and next steps:
Account Setup Guide: This will help guide you through setting up your new account and configuring it to your team's needs.
Required NDA: Please review and sign the attached NDA to ensure confidentiality and security.
Kickoff Call: Let's schedule a kickoff call to discuss your goals and how we can best support you. Please reply with your availability.
Please feel free to reach out anytime. Looking forward to working with you!
Best,
me::first_name
me::job_title
Workflow context
When to use this workflow
Use this workflow when a new customer is ready to begin onboarding and the customer success manager needs to send welcome language, setup resources, and initial next steps.
What this replaces
This replaces piecing together onboarding emails from prior accounts, manually attaching setup documents, and remembering to copy the account executive.
Why teams standardize this email
Onboarding sets expectations for the customer relationship. Standardizing the kickoff email helps teams introduce the CSM clearly, include required resources, and keep internal stakeholders aligned while preserving room for personalization.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the onboarding kickoff email in Outlook
- Prompts for customer name and sender profile details
- Adds a product-specific welcome subject line
- Can CC the configured account executive
- Can include configured setup guide and NDA attachments
FAQ
Does Toggles create the onboarding plan?
No. Toggles prepares the kickoff email and can include approved resources. Your team still owns the onboarding plan and customer follow-through.
Can the CSM personalize the kickoff message?
Yes. The email opens as an editable Outlook draft before it is sent.
Can admins share this onboarding workflow with the team?
Yes. Teams can use shared approved workflows so onboarding emails stay consistent across CSMs.
Part of a starter pack
Explore the Client Services Starter Pack
Help client-facing teams send reliable onboarding, check-in, document, billing, and handoff emails directly from Outlook with the right structure already in place.
Email workflow audit
Make sure this is the right workflow to standardize first
Use the audit to compare repeatable Outlook emails by volume, risk, and complexity before choosing the first workflow for your team.
How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
Explore Solutions By Role
Customer Success
See how Toggles helps customer success teams standardize repeatable client emails in Outlook.
Client Services
See how Toggles helps client services teams standardize repeatable client emails in Outlook.
Legal
See how Toggles helps legal teams standardize repeatable client emails in Outlook.
Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
5 Everyday Email Tasks You're Wasting Time On (And How to Fix Them)
Discover how professionals can save hours each week by automating repetitive email tasks, ensuring consistency, and improving communication quality with Toggles for Outlook.
Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.