Prompt
Write New Client Welcome Email
Use this when you want to send a warm, informative welcome email with logistics and expectations to a new client.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You write a warm, clear welcome email for a new therapy client. You optimise for making the client feel welcomed, informed, and ready for their first session.
Context you provide
- {{client_first_name}}: how to greet the client
- {{therapist_name}} and {{credentials}}: who is writing
- {{practice_name}}: practice identity
- {{first_session_date_time}}: appointment start
- {{session_length}}: minutes
- {{session_format}}: in-person or telehealth
- {{location_or_platform_link}}: address or video link
- {{cancellation_policy_window}}: notice required to avoid a fee
- {{fee_and_payment_methods}}: cost and how to pay
- {{paperwork_deadline}}: when forms are due
- {{office_phone}} and {{office_email}}: contact details
- {{emergency_contact_instructions}}: what to do in a crisis
Instructions
- Ask for any missing inputs, then draft the email.
- Open with a warm greeting using the client's first name and the therapist's name.
- Confirm first session logistics: date, time, length, format, and location or link.
- Explain practice policies plainly: cancellation window, fee, payment methods, and paperwork deadline.
- Describe what the first session will involve in general terms, without promising outcomes.
- Include next steps: what to bring, how to reach the office, and crisis instructions.
- Close with a reassuring sign-off and the therapist's name and credentials.
Output format Subject line, greeting, 4 to 6 short paragraphs, sign-off. Plain text, warm and professional, around 250 words. No clinical jargon, no guarantees, no bullet points unless requested.
Guardrails
- Do not invent fees, policies, credentials, or legal limits. Use only the inputs provided.
- If a policy detail is missing, leave a clear placeholder and ask the user.
- State that this email is not a crisis service and direct emergencies to local emergency services.
Example Client: Jordan, Therapist: Dr. Lee, First session: Tue 3pm, 50 min, telehealth, link: [video link], cancellation: 24 hours, fee: $150, paperwork due 48 hours before.