Set Up for Success

Set Up for Success: The New Client Email Guide

November 24, 20254 min read

Beginning your PR journey with Publicity For Good is exciting but we also know it comes with a lot of moving pieces. That’s why we’ve built a clear, organized onboarding email sequence designed to set you up for long-term visibility and momentum.

These onboarding emails are more than welcome messages. They’re your step-by-step guide to activating your PR strategy, understanding how we work together, and making sure you have everything you need to hit the ground running.

Here’s a breakdown of the resources included and how to use them:

Email #1 — Welcome to Publicity For Good

What’s inside:

  • Your required New Client Survey is the foundation of messaging and media strategy

  • Overview of the first 45 days of onboarding

  • What happens next once onboarding begins

  • Introduction to your dedicated Gmail communication hub

Tip: Complete the survey immediately. Your PR cannot start without it.

Email #2 — The PFG Way

What’s inside:

  • How we communicate and collaborate (Slack + Gmail)

  • Overview of approvals, expectations, and reporting

  • Scheduling your kickoff call

  • Referral program details

Tip: Add all communication channels to your contacts to ensure nothing is missed.

Email #3 — What to Expect From Your PR Journey

What’s inside:

  • What media results can look like: digital, TV, thought leadership, affiliates, etc.

  • Why some coverage is fast and some requires nurturing

  • How silence does not equal inactivity

  • Why earned media builds long-term authority

Tip: View every placement as equity even “small” features fuel bigger wins.

Email #4 — Meet Your PFG Team

What’s inside:

  • Who is running your strategy, execution, logistics, and communication

  • Each team member’s role and expertise

  • Warm introduction before your kickoff call

Tip: Save team emails to your address book to keep visibility flowing.

Email #5 — First Media Opportunity

What’s inside:

  • Your first confirmed press request

  • What action you must take to secure it (e.g., approve a quote, confirm a time)

  • Deadline reminders to keep momentum strong

Tip: Respond within the same business day whenever possible.

Email 06 — Kickoff Call Confirmation

What’s inside:

  • Finalized date/time/Zoom link for your launch meeting

  • What topics will be reviewed during the call

  • What information you should be ready to provide

Tip: Make sure all decision-makers attend.

Email #7 — Kickoff Call Recap

What’s inside:

  • Clear documentation of decisions, priorities, and action items

  • Schedule for recurring calls

  • First set of deliverables and expectations moving forward

Tip: Review and respond to any open items within 48 hours.

Email #8 — Strategy Call Confirmation

What’s inside:

  • Calendar confirmation for your strategy review

  • Agenda: messaging, angles, campaigns, long-lead planning

Email #9 — Strategy Call Recap

What’s inside:

  • Finalized PR strategy based on your feedback

  • Priority angles to lead pitching

  • What our team and your team will take action on next

Tip: Confirm any outstanding approvals ASAP to protect momentum.

Email #10 — Recurring Call Confirmation

What’s inside:

  • Confirmed agenda to keep everyone aligned and moving

  • Visibility into review topics (wins, updates, approvals, pitching plans)

Tip: Use these calls to share all updates, even small ones lead to pitchable moments.

Email #11 — Recurring Call Recap

What’s inside:

  • Bullet-point summary of wins, opportunities, and next steps

  • Documentation for accountability and visibility

Tip: Forward internal wins (e.g. distribution, retail, partnerships). They translate into press.

Email #12 — Onboarding Close-Out Call Recap

What’s inside:

  • Proof that all onboarding systems are complete

  • Updates on early coverage and product requests

  • Transition plan into full-scale PR delivery

  • Requests for feedback to improve

Tip: Keep approvals fast. Delivery phase is where visibility accelerates.

Email #13 — Heather’s 60-Day Check-In Recap

What’s inside:

  • Leadership-level evaluation of results and experience

  • Adjustments to refine and accelerate momentum

  • Planning for upcoming PR opportunities

Tip: Bring honest feedback. It helps us optimize aggressively.

Let’s Work Together

Great PR isn’t about guessing. It’s about alignment, transparency, and a shared mission. Every email in this onboarding sequence exists to give you clarity, confidence, and a true partnership from Day 1. When we communicate openly, move quickly on approvals, share real-time updates, and collaborate with trust and that’s when the magic happens.

You’re not just getting press. You’re building authority. You’re shaping perception.
And you’re owning your place in the market.

Remember that you’re not doing it alone.

We’re here as an extension of your vision. We’re investing in your story, defending your mission, and amplifying your voice where it matters most.

Welcome to Publicity For Good. Let’s make your message impossible to ignore.

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