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What's In a Welcome?
Try This Email Template For Onboarding New Customers

As a business that’s just signed on a new client, your welcome email is hugely important. It should capture the reader’s attention, tell them about the function and value of your business, and ensure that they’re going to open your emails in future!

You might think that accounts receivable correspondence is inherently dry and boring, but it doesn’t have to be. Yes, there is certain information that needs to be conveyed, and a degree of delicacy is crucial when trying to collect money from clients, but you can still deliver messages with humanity and warmth — even when emails are automated.

Compare the two welcome emails below to see the difference:

A Standard Welcome Email

Subject line: Welcome to {BusinessName}! We’re excited to have you on board.

Dear {BillingContactFullName},

We are delighted to welcome you as a new {BusinessName} customer.  Thank you for choosing to work with us.

Your dedicated AR Specialist is {ARSpecialistFullName} and can be contacted via {ARSpecialistEmail} or {ARSpecialistPhone}.

If you have any questions regarding your account, please feel free to reach out.

We’re looking forward to working with you.



Pretty standard, right? Nothing offensive, but nothing particularly engaging, either.  No suggestion that you really care or you’re going to be building a relationship that will be fruitful for your customer in surprising ways. But by making some subtle changes, you can turn a bland welcome email into a piece of communication that positions your businesses as one that really cares.

The Improved Welcome Email

Subject line: Welcome to {PaymentsPlatformName} Let the accounts receivable revolution begin!

Dear {BillingContactFirstName}.

Welcome! We’re so delighted to have you on board with {BusinessName}. You’re about to have the easiest, breeziest accounts receivable experience of your life (no, really).

What makes us different?

Our platform is powered by SurePayd, a technology company on a mission to turn Accounts Receivable into a relationship engine. The platform automates processes with a human touch, making collecting and paying invoices a stress-free experience that saves you valuable time and money.

How does it work?

First-time user? {PaymentsPlatformName} is super-intuitive and easy to use, but if you’re unsure, this quick and simple tutorial should tell you everything you need to know.

Got any questions?

Feel free to send an email to {ARSpecialistEmail} or pick up the phone to reach Vicki, Steve, Jon or Renee. They’ll be delighted to help you out.

Thanks again for signing up! We’re excited to make magic happen together ✨


The latter example is light, snappy and begins your relationship with your customer on a friendly, positive note that sets the right tone for further engagement.

Fun images and subheadings make the email visually appealing and easily digested — the last thing you want to do is scare them off with an overly long or overly serious introduction!

First impressions last. Make them wisely.

Seeing is believing. Experience SurePayd today.