You Had Me at Hello: How to Write a Welcome Email That Doesn’t Sound Like a Robot
Imagine going to a party, saying hi to someone, and they respond with: "Dear valued attendee, thank you for your interest in conversing."
Yeah. That’s how most welcome emails feel.
But here’s the thing: the welcome email is arguably the most important message you’ll ever send to a new subscriber. According to Experian, welcome emails generate four times more opens and five times more clicks than regular email marketing campaigns.
So why waste that golden opportunity sounding like a robot?
The Welcome Email Blueprint for Financial Advisors
Here’s a simple format to make your welcome emails shine:
1. Start with a genuine thank you
Keep it human and personal: “Thanks for downloading 5 Reasons Why You Should (Financially) Dump Your Kid. You’re officially on our radar (in a good way).”
2. Set expectations
Let them know what’s coming next: “Over the next few weeks, I’ll send a few tips and stories that could help you make smarter financial decisions.”
3. Deliver the goods
Include the ebook or checklist download right in the email. Make it easy to access.
4. Offer more value
Link to a blog post, podcast, or video they might like. This keeps them engaged and clicking.
5. Add personality
Use emojis (sparingly), humor (appropriately), and sign off like a real human.
6. Include a soft CTA
Don’t go for the hard sell immediately. Invite them to explore your website or reply with their top financial question.
Writing Tips:
When writing your welcome email, aim to sound like a real person—not a corporate drone. Write like you talk. If it helps, read the message out loud. If it sounds stiff or awkward, rewrite it. Whenever possible, use the recipient’s name. Personalization makes a difference and has been shown to significantly boost engagement. And above all, don’t overthink it. You’re not writing an essay; you’re starting a conversation. Keep it natural, keep it friendly, and keep it simple.
For those ready to take things up a notch, consider testing different subject lines to see what resonates best with your audience. This A/B testing approach can lead to higher open rates. You might also try including a short, personal video to increase trust and relatability. And don’t forget the power of a good P.S.—whether it’s a bonus tip, a personal note, or an invitation to hit reply, that little line at the end can go a long way in building engagement.
Here’s an example:
Subject: Welcome! Here’s your checklist 🎉
Body: Hey [First Name],
Thanks for downloading the Pre-Retirement Checklist. I hope it helps you get a few steps closer to the retirement lifestyle you’re dreaming of (you know, the one with umbrella drinks and zero-budget spreadsheets).
Over the next few weeks, I’ll be sending you some quick reads on avoiding common financial missteps—and a few behind-the-scenes insights from my experience working with people just like you.
In the meantime, here’s a blog post you might like: [“7 Things Most People Forget to Budget for in Retirement”]
Talk soon,
[Your Name]
Your Financial Sidekick 🦸
P.S. Got questions? Just hit reply—I read every message.
A good welcome email sets the tone. It builds trust. It gets people clicking. And most importantly, it reminds them that behind that email is a real person who’s ready to help.
Want a welcome series that doesn’t scream “template”? Advisor Script does it for you as part of each eBook package.
