Welcome Email Template

This is a copy-and-edit template, not an automated generator. Fill in the brackets in your email platform.

The template

Subject: Here's your [free resource name]

Preview text: Plus one quick tip you can use today

Hi [first name],

Thanks for grabbing [free resource name]. Here's your link: [link]

I'm [your name], and I help [type of customer] [result you help with]. Every [day of week], I'll send you one short email with [what they'll get, e.g. a practical tip about topic].

One quick win before you dive in: [one specific, useful tip in two or three sentences].

Quick question: what's your biggest challenge with [topic] right now? Just hit reply. I read every email.

[Your name]

P.S. If you only do one thing from the [resource], make it [the most important step].

Why each part matters

• Subject naming the resource: they're looking for it, so make it easy to spot.
• Link first: don't make them scroll.
• Who you are and what to expect: sets up future emails to be opened.
• Quick win: proves your emails are worth reading.
• Reply question: starts a conversation and tells you what they need.
• P.S.: many people read it; use it for the key step.

Filled-in example

Hi Sam,

Thanks for grabbing the Month-End Bookkeeping Checklist. Here's your link: [link]

I'm a bookkeeper who helps small service businesses keep clean books without spending weekends on them. Every Tuesday, I'll send one short tip on money admin.

Quick win: set a recurring 20-minute calendar block on the first workday of each month labeled "Reconcile." Most month-end messes come from skipping this.

What's your biggest headache with bookkeeping right now? Just hit reply.

Checklist before sending

• Link works on mobile.
• Subject line names the resource.
• One tip, not five.
• Sounds like you.
• Footer has your address and unsubscribe link.

What comes next

Follow with three or four emails over the next week or two: your story, a common mistake, a short case example and, eventually, an invitation. See email nurture sequence and the longer guide in welcome email.

Variations

• For a service business: end with "If you'd like help, reply 'call' and I'll send times."
• For a course creator: mention the free lesson series coming next.
• For a newsletter: link your three best past issues.

After the welcome email

The welcome email is the start of a short sequence. Over the next week, send a few helpful emails that share a story, answer a common question and point to a useful video. Keep each one short and focused on the reader's problem. To see what a subscriber may be worth to your business, use the subscriber value worksheet.