Free template

Customer Onboarding Email Sequence

Help new customers get their first result quickly - the most effective way to reduce refunds and cancellations.

Last updated 2026-09-27
Email 1 - Immediately - Welcome
Subject: Welcome - here's where to start

Thanks for joining [product]. The single most important first step is: [one action]. It takes about [time].

[Button: Do the first step]

Questions? Just reply.
Email 2 - Day 2 - First win
Subject: Did you [first step] yet?

[If done: congratulate and point to step 2. If not: remove the likely obstacle with a short tip or video.]
Email 3 - Day 5 - Go deeper
Subject: The feature most people miss

[Introduce one valuable feature or module that successful customers use.]
Email 4 - Day 10 - Check-in
Subject: Quick check-in

How's it going with [product]? If anything's not working the way you hoped, reply and tell me - I'll help.

Learn the thinking behind it

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