Onboarding Kit

Inform your customers — without spending an evening writing.

Ten ready-made customer-facing email templates: announcement, first-verification guide, FAQ, edge cases. Drop in your logo and signature, hit send.

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Subject: A small change to how we verify your identity

From: support@yourcompany.com · To: customer@example.com

Dear [name],

Starting next week, our helpdesk will use an additional verification step for sensitive requests (password resets, account changes). The whole thing takes 30 seconds and works via SMS — no app to install, no account to create.

Why? To make sure that we never hand over your data to someone else by mistake. Identity fraud against helpdesks is unfortunately a growing problem.

Thanks for trusting us with your IT.

— [your name]

Inside the kit

Ten templates, every scenario covered.

Template 1

Customer announcement

The "we're adding security" email. Friendly tone, no jargon, sets the expectation.

Template 2

First verification walkthrough

Step-by-step what the customer will see when they're verified for the first time.

Template 3

FAQ for end customers

The ten most common questions your customers will ask, with pre-approved answers.

Template 4

"What if I lose my phone?" response

How to handle the most common edge case without compromising the verification flow.

Template 5

Privacy explainer

What we do with the verification data (and what we don't). For privacy-conscious customers.

Template 6

Manager-to-staff memo

For your own team: how to talk about the new verification step with your customers.