Give your clients a welcome guide
A ready-made getting-started guide, in your name, that you can copy, fill in and send to every new client.
New clients ask the same things in their first week: where do I sign in, where is everything, who do I ask. The guide below answers them in your name. It names no one but you, so you can send it as it is once you have filled in the brackets.
Before you start
- Your app domain is live and your brand is set up (see What white label covers, and what it does not).
- Your support email address, and your help page if you have one.
Steps
- Copy the guide below into an email, a document or your own help page.
- Replace everything in [square brackets]: your product name, your app address, your support email and your working hours.
- Delete any section that does not apply, for example Your plan if you bill the client yourself.
- Send it to the client after you add them, alongside their invitation. You can also paste it into your Welcome email under SaaS configurator so every new client gets it automatically.
The guide
Welcome to [Product name]
1. Accept your invitation. You will get an email from us with a link. Open it, choose Create account, set a password and press Create my account. The link works once and lasts 7 days; if it has expired, ask us for a new one.
2. Sign in. Always sign in at [app.youragency.com]. Bookmark it. If you forget your password, press Forgot your password? on that page.
3. Find your way around. The menu on the left has everything: Dashboard for your day, Conversations for messages from customers, Contacts, Calendars, Sites for your website and funnels, Marketing, Automations and AI Agents. Settings is at the bottom.
4. Ask for help inside the app. Press Ask AI at the top of any page (or Ctrl+K) and ask in plain words, for example "How do I add a booking form to my site?".
5. Your first jobs. Check the words and photos on your website. Connect Stripe under Settings › Payments so you can take payments. Set your opening hours under Calendars.
6. Your plan. You pay us for [Plan name] through Settings › Billing & wallet, where you can also see what you have used this month.
7. Getting help from a person. Email [help@youragency.com], [Monday to Friday, 9 to 5]. Tell us the page you were on and what you expected to happen.
What happens next
Clients who know where to sign in and who to ask send fewer "I can't get in" emails. Update the guide when you add a feature for them or change your support hours.
For clients of an agency
If your agency sent you this guide, the addresses in it are the right ones for you. See also Get help from your agency.
Troubleshooting
A client says the invitation link has expired. Links last 7 days. Send a fresh one with Copy invite link in their row menu under Sub-accounts.
A client says something in the guide does not work for them. Every client has the same menu, but how much they can do in each place depends on their plan. Check their plan and limits, or remove that line from their copy.
The welcome email does not include the guide.
The Welcome email message is plain text; paste the guide without the formatting, keep {{link}} in it, and press Save email.
Related
Email support@opusfunnel.com with the page you were on. A person replies, usually within one business day.