Assisted Onboarding

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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

  • Get customers to book a demo with the sales team

  • 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

πŸ“© Why this email

Show people the steps they need to take to set up their accounts. Or encourage them to book a demo to help from your sales team for account creation.

Email #2: Get the team on board

πŸ“© 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.

πŸ’‘ 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

πŸ“© 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.

πŸ’Ό 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

πŸ“© Why this email

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

β›” Sequence exit

Product or feature adoption series usually follows a successful onboarding. You can send churn prevention series otherwise.

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