Onboarding Email Sequence (12 emails)
12-email automated onboarding sequence for new customers
Welcome, first win, one feature, one proof, one check-in. That is a week. The other seven 'touchpoints' can wait until someone pays twice.
The email files aren't available to download yet. This is the job list. If you do not have customers yet, this template is homework for later — do not hide in copywriting.
What the template covers
The template isn't available to download yet. This is what it will cover.
- Welcome email with first steps
- Day 2: Quick win email
- Day 3: Feature education
- Day 5: Case study/social proof
- Day 7: Engagement check-in
- ... + 7 more strategic touchpoints
- Subject line A/B test variations
Day 0 — welcome
What happens next, how to get help, the one action that unlocks the product. If the action takes 20 minutes, you do not have an onboarding email. You have a tutorial problem.
Day 2 — quick win
Three steps, ten minutes, a tangible outcome. That is the preview shown on this page. Write it for your actual delivery path (even if that path is you on a Zoom).
The rest, later
Feature education, a real case, a check-in, then stop until usage data (or your memory of the calls) says people stall at a specific step. Do not invent seven more emails to look complete.
This week
1. Write the 10-minute win
If you cannot, the product is not ready for onboarding copy.
Preview
Educational exit-planning material. Not legal, financial, tax, or investment advice. Talk to real buyers. When the stakes are formation, contracts, or money you cannot lose, talk to a licensed professional — not a webpage.
Coming soon
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