New Engagement Welcome Letter
Kickoff on paper: contacts, cadence, billing terms, one per new client.
Merge fields in this template
«DisplayName»«BillAddrLine1»«BillAddrLine2»«BillAddrCity»«BillAddrCountrySubDivisionCode»«BillAddrPostalCode»«CompanyName»
Data source: QuickBooks customers
How to use it well
- Run per new engagement. Putting billing terms in the welcome letter measurably shortens the first payment cycle.
[Your Company Name]
[Street address · City, State ZIP · phone · email]
[Date]
«DisplayName»
«BillAddrLine1»
«BillAddrLine2»
«BillAddrCity», «BillAddrCountrySubDivisionCode» «BillAddrPostalCode»
Dear «DisplayName»,
Welcome aboard. We’re looking forward to the work with «CompanyName».
The practical bits: your lead contact is [name, email, phone]; we’ll meet [cadence]; invoices arrive [monthly] with [30-day] terms. Scope and deliverables are as set out in the agreement dated [date].
If anything ever feels off (pace, communication, priorities), say so early. That’s how the best client relationships work, and we intend this to be one.
Sincerely,
[Your name]
[Title · Your company]
Sending this to more than a handful of customers? Connect QuickBooks or Stripe and MergeNinja fills this letter in for every customer automatically: amounts, dates, days overdue, all of it.
Template questions
How do I use this template?
Download the .docx, open it in Word, and replace the [bracketed] placeholders: your letterhead, dates, and any wording you want to change. The «field» codes stay: they fill in automatically when you merge. Then upload it to MergeNinja (or use Word's own mail merge) against your QuickBooks customers data.
What are the «fields» in the letter?
Real Word merge fields, named to match MergeNinja's QuickBooks customers dataset exactly. Connect read-only, sync, and every field fills in with live data. No renaming needed.
Can I change the wording and formatting?
Completely. It's an ordinary Word document. Fonts, logo, layout, and tone are yours to edit; the merge only fills the field codes wherever you leave them.
Is the download really free?
Yes. No email required, no watermark. If you later want the letters filled in automatically for your whole customer list, that's what MergeNinja is for.
Related templates
Stop exporting. Start merging.
Connect your data, upload your Word template, and send every customer document in one click.
7 days free · no card to start