New-client onboarding email

This is the live template Megan sends with a delivered model. It is plain-text for a personal Gmail send with the model attached (no branded HTML, on purpose: better deliverability and a more personal handoff after a paid purchase).

Before sending

• Replace [Name] with the client’s first name.
• Confirm the Support FAQ and video-library links below are still current.
• Confirm the attached file name uses safe characters only (no * or ?).

The email deliberately keeps only the bare macro-unblock step (the one thing that blocks a client before they can open the file). Everything else, full setup, performance settings, working in the protected sheets, and common error fixes, lives in the Support FAQ so the email and FAQ do not duplicate each other. If the macro steps or performance guidance change, update the Support FAQ and this template together so they do not drift.

Template

Hi [Name],

Great to be working with you. Your model is attached, along with a sample
project to help you get started.

Before you open it, the file contains macros and you'll need to enable them:

Windows: right-click the file, choose Properties, General tab, and check
"Unblock" (do this before opening). Then enable content when prompted.

Mac: open the file and enable macros when prompted.

Everything else, full setup detail, performance settings, working in the
protected sheets, and fixes for common errors, is in our Support FAQ. Most
questions are answered there, so it's worth a bookmark:

  ----------------------------------------
  SUPPORT FAQ:  https://tiltanalytics.com/support-faq/
  ----------------------------------------

Entering your first project: Work left to right on the Inputs sheet, filling in
the blue cells. Review the Model Tips on that sheet first. If a cell isn't
clear, note the reference and keep going, we're glad to clarify.

A couple of things worth knowing up front:

- Use the Excel 365 desktop app (64-bit), not the cloud version. It handles
  this model far better.
- Video walkthrough: https://tiltanalytics.com/video-library/

Support: Technical questions about the model ("what does cell C5 do?") are
always free. We also help hourly with project input, results analysis, investor
walkthroughs over Google Meet or Zoom, customizations, and Offering Memorandum
prep.

Referral program: For anyone you refer who buys a model, we send you $100.
Introductions always welcome.

Questions any time. We look forward to helping you get the most out of it.

[Signature]

What changed from the old template

• Cut the post-sale sales paragraph (“we’re confident you’ll find it highly functional”). The client already bought.
• Removed the detailed Mac VBA-preference steps and the navigation bullets. These now live in the Support FAQ; repeating them undercut the reason to click it.
• Removed the auto-save / data-table tip (now in the FAQ Troubleshooting section).
• Added a prominent, hard-to-miss Support FAQ callout.
• Kept the bare macro-unblock step inline, since it blocks first open.