Create a checklist

5 Client Onboarding Email Templates That Actually Get Answers

Chasely Blog · 2026-09-20

The templates below assume one thing: your client has a single checklist link (a Google Doc, a Notion page, or a Chasely smart link). Steal them freely.

1. Welcome + checklist request (send day one)

Subject: Next steps for {project} — one short list

Hi {name}, thrilled to get started! To kick off on time, I need a few things from you — everything is on this one page: {link}. It takes most clients about 15 minutes. Once it's 100% complete, we start immediately. Thanks!

2. Friendly reminder (day 3)

Subject: Quick nudge — 4 items left for {project}

Hi {name}, just a nudge — your checklist is at {X} of {Y}. The remaining items: {list}. Here's your link again: {link}. Ten minutes now saves us a week later.

3. Value-framed reminder (day 7)

Subject: We're ready when the files are :)

Hi {name}, everything on my side is prepped and waiting. The only blockers are the items here: {link}. As soon as they're in, I'll start within 24 hours.

4. The honest one (day 12)

Subject: Should we push the start date?

Hi {name}, I haven't seen the remaining items come through, so our timeline is at risk. If now is a bad time, no problem — tell me a realistic date and I'll re-plan. Otherwise, the list is here: {link}.

5. Final check before starting (100% complete)

Subject: Got everything — starting {day}

Hi {name}, checklist complete — thank you! I'm starting {day} and you'll see the first results by {date}. Excited for this one.

Why reminders work (and how to never write them again)

Consistency beats brilliance: a polite nudge every 2–3 days outperforms a long apologetic email every two weeks. If writing nudges feels awkward, automate it — Chasely tracks what's missing and gives you a ready reminder text in one click (full auto-reminders are on the roadmap). Either way: same link, same list, gentle pressure.

Collect files & answers with one smart link

Chasely sends your client a checklist page and tracks progress — no account needed for them. $9/mo, free while in beta.

Try Chasely free →