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SaaS Customer Onboarding Emails

Stop wasting your team's time sending emails to book meetings for onboarding, instead, automate registrations, training, and feedback loops.

SaaS Customer Onboarding Emails

If you look at the top SaaS companies, marketing doesn't stop when the prospect gets passed to sales. Furthermore, if you really want to deliver a sound experience and drastically reduce your churn rates, your marketing and customer success teams must sync in order to ensure all the promises and claims shared in promotions are met when the customer actually starts using your platform.

Building A Customer Onboarding Experience

When you onboard customers onto you platform, the experience should be a lot more involved than just assisting them in setting up their account. You should have a system in place that matches the problems they came to you with in the first place and ensure those expectations are met without fail.

Whether that be though a knowledge base, technical support chat, personalized platform tours, or email series that offers courses or tutorials to getting started, don't leave the platform up to your customers to figure out.

When you are ready to take the next step toward growth, we're ready to chat with you.

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SaaS Customer Onboarding Emails

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Customer Onboarding Email Examples

Customer Onboarding Email Examples

Just because the prospect signed the customer agreement doesn't mean you can ignore them now. There are plenty of things you should continue to share once they become a customer to ensure they don't churn out and you can drive high lifetime value (LTV) including:

  • Engages New Customers Create onboarding series dedicated to delivering value for customer's problems highlight during the sales process
  • Customer Loyalty Nurture series to drive NPS scoring and then high scoring individuals are asked to write reviews on popular websites like G2, provide video testimonials, or referrals
  • Knowledge Base Promotion Email series sharing knowledge base and common ways to drive additional value with your platform through how-to videos
  • Platform Updates Keep customers updated on new features and capabilities so they can stay on the cutting edge
  • Community Building Email series inviting customer base to all join a private community where they can engage, share tips, and self-help one another
  • Promotional Upselling upsell platform solutions after certain goals have been met to drive additional value and revenue
  • Re-Engagement Email Trigger based emails to assist in reducing churn for customers who aren't using the platform consistently

When you are ready to start building out customer onboarding, we're ready to help.

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Types Of Email Promotions

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