What is assisted onboarding email sequence?
Assisted onboarding is typically used by high-touch SaaS companies with a complex product or enterprise use that’s not easy without sales or customer success assistance.
🎯 The goal of assisted onboarding email sequence
Account set up
Improve product adoption
Improve customer retention
Reduce the churn rate.
Recommended emails in onboarding email sequence: 4 emails
Optimum flow time: 2 weeks
Emails in sssisted onboarding sequence
Email # 1: Onboarding account creation email
Email #2: Onboarding get the team on board email
Email #3: Set up success metrics
Email #4: Onboarding follow up email
Email # 1: Account creation email
📩 Why this email
Thank your customers for signing up. Show people the steps they need to take to set up their accounts.
Email #2: Get the team on board email
📩 Why this email
Sometimes the account might have been created by the manager or head of the department, but it's the rest of the team has to use it. Send them an email to get them to book a demo with a sales rep to help the team understand how they can use the new tool.
💡 Recommendation
Include a Calendy link in the email to let them choose the best time. You can add this Calendly link as an interactive element through AMP; find out how.
Email #3: Set up success metrics
📩 Why this email:
Define or discuss what success means for your customer, how to measure it, what is the period of measurement, etc. This ensures product adoption as well as success. The sales team also helps them understand how to achieve it.
💼 Expert advice
"Make sure your marketing automation tool has access to key product metrics so that you don't waste emails on actions people are already taking."
-Damian Wisniewski, Miter
Email #4: Follow up email
📩 Why this email
The subsequent emails or communication, in general, is personalized and led by sales.
⛔ Onboarding email sequence exit
After completing the onboarding email flow, send them to the product/feature adoption flow. However, if you identify people as churn risk, send them to the churn prevention flow.
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