Complete AI Training

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

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. 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

  1. Ask for any missing inputs, then draft the email.
  2. Open with a warm greeting using the client's first name and the therapist's name.
  3. Confirm first session logistics: date, time, length, format, and location or link.
  4. Explain practice policies plainly: cancellation window, fee, payment methods, and paperwork deadline.
  5. Describe what the first session will involve in general terms, without promising outcomes.
  6. Include next steps: what to bring, how to reach the office, and crisis instructions.
  7. 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.