Intro Email

Value of This Blueprint

New customers deserve a warm and confident welcome. This email template helps CSMs establish early rapport and set the tone for a strong partnership, making it easy to kick things off quickly.

High-Level Strategy

This email template helps CSMs greet new customers and open the door to the relationship:

• Provides a concise, friendly welcome message
• Offers key background and contact info
• Suggests a few initial times to meet and align

Technical Guidance

Requires email connection to Vitally in order to send via conversations.

• Connect Email

What's Included in This Blueprint

• Intro Email Template