Assisted Onboarding

Assisted onboarding email series.png

What is assisted onboarding?

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 this sequence

  • Account set up

  • Improve product adoption

  • Improve customer retention

  • Reduce the churn rate.

Recommended emails in this sequence: 4 emails

Optimum flow time: 2 weeks

Emails in this sequence

Email # 1: Account creation

📩 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

📩 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-ups

📩 Why this email

The subsequent emails or communication, in general, is personalized and led by sales.

⛔ Sequence exit

After completing the flow, send them to the product/feature adoption flow. However, if you identify people as churn risk, send them to the churn prevention flow.

Talk to an email expert. Need help? Schedule an email consultation. Don't worry; it's on the house.

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Targeted automated email sequences have helped increase feature adoption
Ike Baldwin
Account Manager at Whop

How to use this template in your email marketing stack?

Use the information in this flow to create one on Mailmodo and start sending the campaigns today.

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