Give every new customer a confident start – a warm welcome letter, a “how we work together” guide, a customer information form and an internal onboarding checklist.
Sales & marketing
Customer Onboarding Pack and Welcome Letter
About this document
A complete onboarding pack for new customers. It welcomes them, explains who to contact, how you work and what happens in the first weeks, collects the information you need in one go, and gives your team a checklist so nothing is missed.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Sales & marketing
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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