Why a welcome sequence is worth setting up once
A basic automated welcome sequence, set up once, works for every new client going forward — a high-leverage, low-maintenance investment of time.
A simple 2–3 message sequence
- Immediately after first booking or visit — a warm welcome and what to expect.
- A few days after their first visit — a check-in on their experience, with a natural opening for questions.
- Timed around their next expected visit — a rebooking reminder tied to their service's typical interval.
Keep the first message genuinely warm rather than purely transactional — this is a new client's first automated touchpoint with your business, and it sets a tone for the relationship.
What to include
- A genuine thank-you for choosing your business.
- Practical information (parking, what to expect, how to prepare if relevant).
- A way to reach you with questions.
Don't overload a welcome sequence with promotional content. A new client's first messages from you should build trust and set expectations, not immediately pitch additional services or products.
Frequently asked questions
Should this be email, SMS, or both? Either can work — SMS often gets read faster, but email allows for slightly more detail. Choose based on what you already have consent for and what fits your brand.
Do I need special software to automate this? Most modern booking and marketing platforms support basic automated sequences — see our software directory for options.
