Client Welcome Letter

Automated Client Onboarding

Start relationships off right by generating tailored welcome packets in bulk. Easily map custom fields like account managers, setup links, and onboarding schedules to create a seamless, individualized experience.

BatchExport allows you to inject unique {{Barcode(QRCode)}} tags so each client can scan their letter and be directed to their specific onboarding portal or setup video.

Ideal for: Customer success teams, SaaS onboarding, and exclusive membership organizations.