Onboarding Sequence for PPC Specialists Email Guide
Why Onboarding Sequence Emails Fail for PPC Specialists (And How to Fix Them)
A new client just signed, but their campaign launch is already behind schedule. You're scrambling to collect assets, set up tracking, and get approvals, all before the kickoff call.
Many PPC specialists find themselves bogged down by the initial setup phase. The manual back-and-forth, the forgotten assets, the missed deadlines, it all eats into your valuable time and delays campaign launch.
Imagine a system where every new client moves through a pre-defined path. Assets are collected automatically, expectations are clearly set, and your team knows exactly what to do next.
That's the power of an optimized onboarding sequence. It frees you to focus on strategy, not administration.
The templates below are designed to transform your client intake process, turning initial setup into a smooth, predictable journey for both you and your clients.
The Complete 5-Email Onboarding Sequence for PPC Specialists
As a ppc specialist, your clients trust your recommendations. This 5-email sequence helps you introduce valuable tools without sounding like a salesperson.
The Welcome
Celebrate their decision and set expectations
Hi [First Name],
Congratulations on taking the first step towards a more efficient client process. You've made a great decision that will impact your client relationships and your agency's bottom line.
Over the next few days, we'll guide you through setting up your new client onboarding sequence. Our goal is to help you automate the repetitive tasks, ensure all critical information is gathered, and set clear expectations from day one.
Think of this as your personal assistant for client intake. No more chasing clients for assets or repeating the same instructions.
You'll gain back valuable hours previously spent on administrative work. Keep an eye on your inbox.
We'll be sending you quick, practical steps to get started with [PRODUCT NAME] and change your client experience.
Best, [YOUR NAME]
This email uses positive reinforcement and future pacing. It celebrates their decision, sets a clear, positive expectation for what's to come, and hints at the time-saving benefits without revealing all the details immediately. This creates anticipation and reinforces their decision.
The Quick Start
Give them the fastest path to their first win
Hi [First Name],
Your client just handed over their Google Ads account access, and you're ready to . But first, let's get you set up to collect everything you need without the usual back-and-forth.
Today, we're focusing on your first quick win: creating your initial client intake form in [PRODUCT NAME]. This form is critical for gathering essential campaign details, branding guidelines, and access credentials without a single email.
Head over to your [PRODUCT NAME] dashboard. You'll find a 'Quick Start Template' for PPC client intake.
Customize it with your agency's specific questions and branding. Once it's ready, send the unique link to your next new client.
Watch how quickly you get all the information you need in one organized place. This small step saves significant time immediately.
Best, [YOUR NAME]
This email focuses on immediate gratification. By providing a clear, simple first action that yields a tangible benefit (a completed intake form), it reduces overwhelm and demonstrates the product's value quickly. It uses the 'foot-in-the-door' technique, making future engagement more likely.
The Support Check
Ask if they need help and prevent early drop-off
Hi [First Name],
Setting up new systems can sometimes feel like handling a complex campaign structure. If you've hit a snag or have questions about customizing your onboarding sequences, please don't hesitate.
Many PPC specialists wonder about integrating [PRODUCT NAME] with their existing CRM or how to automate specific client communication. We've got answers and solutions for common hurdles.
We want to ensure your transition to a smoother onboarding process is as effortless as possible. There's no such thing as a 'silly question' improving your agency's operations.
Reply to this email with any questions, or schedule a quick 15-minute support call with our team. We're here to help you get the most out of [PRODUCT NAME] and keep your client launches on track.
Best, [YOUR NAME]
This email uses empathy and proactive problem-solving. By anticipating common pain points and offering direct support, it builds trust and reduces the likelihood of early drop-off. It uses the psychological principle of 'reciprocity' by offering help before it's explicitly asked for.
The Deep Dive
Introduce advanced features or next steps
Hi [First Name],
You've mastered the initial client intake. Now, let's look at how [PRODUCT NAME] can further simplify your client communications beyond just the setup phase.
Many PPC specialists spend hours compiling performance reports for clients. Imagine if a significant portion of that could be automated, allowing you to focus on analysis and strategy. [PRODUCT NAME] isn't just for onboarding.
It can also help you set up automated check-in sequences, collect client feedback, and even deliver scheduled performance summaries. This keeps clients informed without constant manual effort.
Explore the 'Automated Reports' section in your dashboard. You can link your campaign data to create a consistent, branded client communication flow.
This is where your time savings truly multiply.
Best, [YOUR NAME]
This email introduces a 'next-level' feature, demonstrating the broader value of the product beyond its initial promise. It uses future pacing and highlights a significant pain point (manual reporting) that the product can solve, encouraging deeper engagement and feature adoption.
The Success Path
Point them toward long-term success and results
Hi [First Name],
You've successfully integrated [PRODUCT NAME] into your agency's workflow. This is more than just a tool; it's a foundation for flexible growth and exceptional client experiences.
Remember, a well-onboarded client is a happy client, and happy clients are loyal clients. Your consistent, professional process, powered by [PRODUCT NAME], sets you apart in a competitive PPC .
We regularly update [PRODUCT NAME] with new features designed to meet the evolving needs of PPC specialists. Stay connected to our community or check our blog for best practices and advanced strategies.
Your commitment to efficient onboarding translates directly into better client results and more time for your team to focus on what they do best: driving campaign performance. We're excited to be part of your agency's continued success.
Best, [YOUR NAME]
This email reinforces the long-term value and vision. It connects the product's utility to broader business goals (flexible growth, client loyalty) and positions the product as a partner in their success. It uses future pacing and community building to build continued engagement and commitment.
4 Onboarding Sequence Mistakes PPC Specialists Make
| Don't Do This | Do This Instead |
|---|---|
✕ Relying on generic email templates for every new client. | Segment your onboarding sequences by client type (e.g., e-commerce, lead gen) to deliver highly relevant information and requests. |
✕ Overwhelming new clients with a single, massive information request. | Drip-feed information and asset requests over several days, making it easier for clients to provide what you need without feeling burdened. |
✕ Not setting clear expectations about communication frequency and reporting upfront. | Include a dedicated email in your onboarding sequence that explicitly outlines your communication cadence, reporting schedule, and response times. |
✕ Manually tracking client asset collection and approval statuses. | Utilize a CRM or project management tool, integrated with your onboarding sequence, to automate reminders and track progress on all client deliverables. |
Onboarding Sequence Timing Guide for PPC Specialists
When you send matters as much as what you send.
The Welcome
Celebrate their decision and set expectations
The Quick Start
Give them the fastest path to their first win
The Support Check
Ask if they need help and prevent early drop-off
The Deep Dive
Introduce advanced features or next steps
The Success Path
Point them toward long-term success and results
Start immediately after purchase and continue through the first 1-2 weeks.
Customize Onboarding Sequence for Your PPC Specialist Specialty
Adapt these templates for your specific industry.
Google Ads Specialists
- Include requests for Google Analytics 4 access and Google Tag Manager container access in your initial intake forms.
- Automate reminders for MCC (My Client Center) linking requests, ensuring quick account access.
- Provide a clear checklist for clients on how to grant necessary permissions within their Google Ads account, reducing friction.
Facebook Ads Specialists
- Prioritize collecting Facebook Business Manager IDs and ad account access within the first few onboarding steps.
- Request access to the client's Facebook Pixel and any relevant product catalogs early in the process.
- Guide clients through setting up custom conversions or events that are crucial for their campaign tracking.
Amazon PPC Specialists
- Ensure your onboarding sequence includes clear instructions for gaining Seller Central or Vendor Central access.
- Automate requests for product ASINs, high-quality creative assets, and any brand registry information.
- Provide a streamlined process for clients to approve ad copy and keyword lists before campaign launch.
Programmatic Specialists
- Focus on collecting necessary DSP (Demand-Side Platform) access and audience segment data early in the process.
- Simplify the creative asset submission and approval workflow, including specific size and format requirements.
- Integrate a clear process for understanding client KPIs and measurement methodologies to align campaign goals.
Ready to Save Hours?
You now have everything: 5 complete email templates, the psychology behind each one, when to send them, common mistakes to avoid, and how to customize for your niche. Writing this from scratch would take you 4-6 hours. Or...
Get Your PPC Specialists Emails Written In Under 5 Minutes.
You've got the blueprints. Now get them built. Answer a few questions about your ppc specialists offer and get all 7 emails written for you. Your voice. Your offer. Ready to send.
Stop guessing what to write. These are the emails that sell ppc specialists offers.
One-time payment. No subscription. Credits valid 12 months.