Customer Onboarding Templates

Email Templates for MSPs

Your clients trust you with their IT. These emails help you communicate like it.

MSPs are in the trust business. Your clients hand you the keys to their IT infrastructure and expect you to keep everything running and secure. These email templates help you communicate at the level your clients expect — professional, timely, and thorough.

Ready-to-Use Templates

Copy these templates and customize them for your needs. Each includes HTML and plain text versions.

New Client Welcome
Welcome email after new client signs MSP agreement
General use
Subject Line

Welcome to {{mspName}} — your onboarding starts now

Preview Text

Here's what happens next: access setup, monitoring activation, and your dedicated contacts.

Personalization Variables:
Email Preview
Security Incident Alert
Alert client about a security event in their environment
General use
Subject Line

{{severity}} Security Alert: {{incidentTitle}} — {{clientCompany}}

Preview Text

We detected a security event in your environment and are responding.

Personalization Variables:
Email Preview
Maintenance Window Notice
Advance notice of scheduled maintenance
General use
Subject Line

Scheduled Maintenance: {{maintenanceTitle}} — {{maintenanceDate}}

Preview Text

Planned maintenance on {{maintenanceDate}}. Here's what to expect.

Personalization Variables:
Email Preview
Quarterly Business Review Summary
QBR email with key metrics and recommendations
General use
Subject Line

{{clientCompany}} — Q{{quarter}} {{year}} IT Review

Preview Text

Your quarterly IT review is ready. Key metrics, incidents, and recommendations inside.

Personalization Variables:
Email Preview

Best Practices

Send security alerts within minutes — speed demonstrates competence

Include severity levels in security emails so clients can gauge urgency

Give 48-72 hours notice for maintenance windows

Include measurable metrics in QBR emails to justify your retainer

Always include emergency contact information in critical alerts

Common Mistakes

Using technical jargon that non-technical clients won't understand

Not including severity levels in security alerts — everything feels like a crisis

Sending maintenance notices less than 24 hours in advance

QBR emails without measurable metrics or clear recommendations

Forgetting to include what action the client needs to take (if any)

Subject Line Examples

Timing & Performance

Best Days
Tuesday, Wednesday, Thursday
Best Times
9:00 AM, 2:00 PM
Open Rate
25-35%
Click Rate
3-5%

Personalization Tips

MSP emails are trust signals

Every email you send to a client either builds or erodes trust. A well-structured security alert shows you're on top of things. A clear maintenance notice shows you plan ahead. A comprehensive QBR shows you're delivering value. These aren't just notifications — they're proof that you're worth the retainer.

Speed matters for security communications

When a security event happens, your response time is on display. An alert that arrives within minutes tells the client they're protected. An alert that arrives hours later makes them wonder what else you're missing. Automate security notifications through your monitoring tools to ensure instant delivery.

QBRs prevent churn

The #1 reason MSP clients churn is "I'm not sure what we're paying for." Quarterly business reviews solve this by putting the numbers in front of clients — uptime, tickets resolved, threats blocked, and recommended improvements. Send the email summary before the call so clients come prepared for a productive conversation.

Build Beautiful Email Sequences for Your SaaS

Sequenzy helps SaaS founders create automated email sequences that convert. From onboarding to retention - all in one platform.

AI email generation
Sequence builder
Stripe integration
Detailed analytics
Try Sequenzy Free

Frequently Asked Questions

Related Templates