The first thing a new client reads. One master template, personalized to them, posted the instant their channel is created, with the five links they need and a clear first step. This replaces the old hand-typed welcome, so the right message with the right links goes out every single time.
Auto-posts on channel creation5 links, never wrongFrom their point of contactOne first step
Why this exists. A welcome typed by hand goes out late, with a wrong or missing link, and no two are the same. This template fixes all of that: the links are merge fields, so the wrong one cannot go out, and it posts automatically the moment the channel is created. It reads as a real person because it is personalized and sent from their named contact.
The template01
The master template Live & editable
This is the master welcome, and it is live and editable right here. Edit it below and it saves automatically for the whole team, and everywhere it is used (including the Onboarding Playbook) updates to match. No coming back to anyone: tune the wording to whatever is working in the market, and it is captured instantly.
Loading the live template…
Keep the merge fields exactly as written, in double curly braces: {{first_name}}, {{business}}, {{specialist_name}}, and the link fields. Edits save a second after you stop typing, and when you click away.
Pin it. Once posted, the welcome is pinned to the top of the channel so the client can always find their links.
The template02
The five links
The exact five, in order. These are merge fields in the automation, so the wrong link can never be sent. Two are confirmed; the rest are open items to lock down.
#
Link
What it is
Status
1
GHL profile
Self-serve link for the client to set up their GHL profile
[confirm link]
2
EZ Check booking
Self-serve, in-window booking for the EZ Check go-live
[confirm link]
3
Training Guide
The merchant training guide for EZ Check, MagWitch and Eaze
Lock these down once. When the three open links are confirmed, they go into the template as fixed merge fields and never need touching again. [Confirm the GHL, EZ Check booking, MagWitch form and Eaze links.] The old Data-Specialist guide link must be purged everywhere so it can never appear here.
The template03
Personalization
What makes it read as a real person, not a blast. These fields come straight from the onboarding form.
The setup link merge fields (the finance link is fixed)
Never blank. If a merge field would render empty, the message is held and flagged, never sent as "Hi ,". The fields are required on the onboarding form for exactly this reason.
The template04
How it posts
Automated, personalized, and pinned. No one types it by hand.
Trigger on channel creationThe instant the channel existsWhen the Slack channel is auto-created from the onboarding form, the welcome posts automatically. [Confirm the automation tool, GHL or scheduler.]
Posted from the point of contactReads as a real personIt posts as {{specialist_name}}, not a bot, so the client's first message is from the human who will look after them.
Merge the fields and linksFrom the formThe personalization and the five links are merged in automatically, so it is right every time.
Pin itAlways findableThe posted welcome is pinned to the top of the channel.
The fallback. If the automation fails to post, it alerts the point of contact rather than leaving the client in an empty channel.
Run it05
Variations
The master template covers almost every client. Use these light variations only where they genuinely apply.
Client who financed their purchase
No change to the welcome itself. Their finance is handled in the sale and the application flow, this message is purely their onboarding. Keep it identical so the experience is consistent.
Client not using one of the rails (for example, no MagWitch)
If a rail was not tagged on the onboarding form, drop that one link rather than sending a link to something they are not set up for. The automation should omit a link whose rail is untagged. [Confirm the automation can conditionally drop a link.]
After-hours close
The welcome still posts on channel creation. If setup is happening next business morning, the point of contact adds one line: "We'll get you live first thing tomorrow morning, your time," so the client knows exactly when, consistent with the coverage rule.
Run it06
Definition of done
The welcome is done when all of this is true.
Posted automatically on channel creation, from the point of contact.
Personalized with name and business, never blank.
All five links correct, as merge fields, with the old wrong link purged.
A clear first step stated (book the EZ Check go-live).
Pinned to the top of the channel.
Owner, and who can edit. Shara owns the master, but the whole team can edit it live in section 01, so you can tune the wording to what is working in the market without waiting on anyone. Every edit saves for everyone instantly and flows through to every section that uses it. [Confirm the three open links and the automation tool to make this fully live.]
Run it07
Who to contact
Owners for the welcome.
S
Shara
Owns the template
Keeps the master welcome and the five links current. Posts as the point of contact.
G
Gian
The automation
Owns the trigger that posts the welcome on channel creation.
C
Chai
Operations Director
Backup owner; ensures the welcome never fails silently.
The right welcome, with the right links, every time.
One personalized template, posted automatically, pinned, with a clear first step. No more hand-typing.