Bookkeepers, Accountants | Financial Pros Email Welcome Templates

Are you a financial professional in need of an effective welcome sequence? Look no further. Our 5-Email Welcome Sequence Templates are designed by me (Dana) to help you provide the best possible introduction and experience for new clients.

I have 30+ years in the Email Marketing Business and work with Financial Pros and Online Service Providers on a daily basis.

These emails will get you started with your email marketing campaign quickly and easily without a lot of fuss.

40% of people who contact a service provider do NOT hire them because the service provider DIDN'T FOLLOW UP!! Don't let this be you!

The 5-Email Welcome Sequence includes:
* An Intro Email introducing yourself
* A Services Email outlining all programs you offer
* Testimonial Emails from recent satisfied customers
* Resources Emails with additional information such as resources they can explore to learn more about what you do
* A Moving Forward Email that builds trust and provides the next steps for them to get set up with your services quickly.

With our email templates in place, your clients will be undeniably wowed. Stop wasting time wondering how to craft the best emails – let us take care of it! And get ready for client relationships that blossom right away – with our 5-Email Welcome Sequence Template, welcoming a new client has never been easier or more professional & friendly!

What you will receive:

1 - PDF with a link to copy a Google File (you just need to click the link and it will automatically as you to make a copy!)

5 - Email templates with subject lines for you to implement directly into your email marketing campaign

Bonus: 4 Email Lead Magnet Sequence