How to Introduce Yourself to a New Client by Email
First impressions matter. Whether you are taking over an account or starting a new project, here is how to introduce yourself to a client professionally.
Professional Client Introduction
RecommendedDear [Client Name], I am [Your Name], and I will be your new [role - account manager / project lead / point of contact] at [Company Name]. I am excited to be working with you. A bit about me: I have [X years] of experience in [area] and have worked with clients on [relevant examples]. My goal is to make sure your experience with us is seamless and productive. I have reviewed your account and am up to speed on [current project / recent work]. I would love to schedule a brief introductory call so I can learn more about your priorities and how I can best support you. Would [suggested time] work for a quick 15-minute chat? Looking forward to connecting. Best regards, [Your Name] [Your Title] [Phone Number]
Subject Line
Introduction - [Your Name], Your New [Role] at [Company]
Alternative Versions
More Direct Version
directDear [Client], I am [Your Name], your new [role] at [Company]. I have reviewed your account and am ready to continue the great work. Let us schedule a 15-minute call to align. [Suggested times]. Best, [Your Name]
Warmer Version
warmDear [Client], I am [Your Name] and I am thrilled to be working with you as your new [role]. [Previous contact] has told me wonderful things about your partnership with us, and I am excited to build on that. I would love to learn more about your goals and how I can best support you. How about a quick call this week? I am looking forward to it! Best, [Your Name]
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When to Use This
Send this when: - You are taking over an account from a colleague - Starting a brand-new client relationship - You have been assigned to a new project - The client has not met you yet
What Not to Say
Avoid: - Being overly casual with a new client - Sending a wall of text about your background - Forgetting to research their account first - Making promises about what you will change - Skipping the call suggestion -- face time builds trust