Client Onboarding & Retention Email Templates


Client Onboarding & Retention Email Templates


This is a downloadable word document designed for accounting firms to use in automating their client onbaording communication process using Zapier, Google Forms, Gmail, and Acuity Scheduling or Calendly.

The document includes templates for:

  • QuickBooks Find a ProAdvisor Email Response using Zapier

  • Google Form and Asana integration using Zapier

  • Google Form Submission Email Confirmation using Zapier

  • Welcome Email to send to Client for using Client Portal

  • Client Project Kickoff Email Template

Once you purchase, you will receive a unique email link to download the file within 24 hours. Check your spam/junk folder if you don’t see the email in your inbox.

There is no refund. We will do our best to answer any technical questions you may have with using the templates.

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