4 Post-Signup & Demo Email Flows to Boost Conversions

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Idealetter

#31

29 May 2025, Thu

Written by Jyothiikaa M D

4 Post Sign-up/Demo Automations You Need to Set Up

Someone has signed up or booked a demo to check out your product.

This shows that they are interested in your product and are almost at the bottom of the funnel. Now, it’s all about getting them to make the final call and buy your product.

This is why you need to have these post-signup and post-demo automations so you can

maintain their interest,
get them to use your product,
and ultimately get them to purchase.

In this edition, we will cover some key automations that every SaaS business must set up to nurture sign-ups and demos to use the product and become customers.

First, let’s start with the email flows you should send after a user signs up for your product.

#1: Welcome email flow

Send this flow to the users who have signed up for your product.

Usually, for self-serve SaaS companies, your goal with this sequence would be to

Introduce your brand
Guide users to the next steps
Give them the information required to start using your product

However, for high-touch SaaS, the primary goal is typically to get users to book a demo after signing up. So, customize the flow for your brand's needs.

This flow must contain the following four emails:

• Welcome email

This could be your first communication with the user, so in this email, thank the user for signing up, introduce the brand, and outline what you provide.

• Complete the account setup

Ask them for the details you require to complete setting up their account, such as their full name, location, use case, etc. Avoid overwhelming the recipient by requesting too many details.

• Product adoption next steps

Onboard your users on what to do next in your product and how to maximize the benefits of your offering.

• Introduce specific features

Talk about a feature that might be very helpful for customers when starting out. Explain how it works and how to use it, and maybe provide some case studies as well.

This email can be replicated in this flow to discuss multiple features that will help customers.

#2: Free-to-paid email flow

Set up this email flow if you have a free trial or freemium plan and want to convert them into paying customers.

And in order to convert them, you’ll have to:

Get people to start using the product/service.
Create product stickiness.
Introduce premium features and their benefits

So, send them a series of emails throughout their free trial period with the intent of converting them into paying customers.

Now, if you’re wondering how this differs from the previous flow and whether you need both, the answer is no. You only need one of these flows, and the choice you make will depend on your business model and the objectives you want to achieve using the flow.

This flow must contain the following seven emails:

• Welcome email

Like in the previous flow, this email is obviously a given. You'll have to welcome the new users, introduce your brand, and provide a gist of what you offer.

• Getting started email

Talk about the steps users should take next to set up their account or to start using the product.

• Premium features email

In this email, you can introduce the exclusive features available only in the paid plan to show the free trial users what they are missing out on. You can send multiple offering emails like this to showcase your product to the users.

• Feedback email

To convert users into customers, it’s crucial to know if your product currently satisfies their needs and what more they expect from it. So, ask them about their experience with the product and what updates or features they would like to see.

You can collect this feedback through interactive forms right inside the email. Here’s a template you can use for it.

• Case study email

Show how other customers have used some of your product’s premium features to solve their pain points. This provides social proof of your product or service's effectiveness to justify that your paid plans are worth it.

• Reminder email (free trial ends)

Send them a reminder to notice that their free trial is coming to an end. This will nudge them to make a decision.

• Nudge to upgrade

Encourage them to switch to the paid plan to continue their progress and have an uninterrupted experience using your product.

Now, let’s look at the email flows you should send after a user books a demo.

#3: Demo booked flow

Send this flow to leads who have scheduled a demo to confirm their booking and send reminders about the demo.

This flow is helpful to make sure that those who booked the demo actually attend the call, thus increasing the chances of the leads converting into customers.

This flow must contain the following three emails:

• Confirmation email

You should send this email to assure leads that their demo booking is confirmed and provide them with details such as the date, time, the meet link, etc.

• Reminder emails

Your leads might get busy with their schedules, so send reminders to ensure that they don’t miss the demo. These can be sent a day or hour prior to the demo and can even include a short pre-demo survey where they can list out any questions that they might be expecting to get answers for.

Here’s a template you can use for this.

• Follow-up email

This email is usually not automated. During the demo, the sales-rep will have established a one-on-one relationship with the lead. Therefore, the sales rep must send the lead a personalized follow-up email based on what happened during the demo.

#4: Demo no-show flow

Despite your best efforts, not everyone who booked the demo might actually attend it. However, this is not always a sign that they are disinterested in your product; they may just have been busy. So, use this flow to re-engage with these leads.

This flow must contain the following three emails:

• “We missed you!” email

The goal of this email is to provide a way for the user to reschedule the demo. You can add an interactive calendar in the email so they can book the demo right inside the email.

• Pre-recorded demo or overview video

If the user has not rescheduled, you can send them this email with a link to a general demo of your product, allowing them to learn about it at their own pace.

• Last-call nudge

Finally, you can provide the user with one more chance to reschedule a demo and highlight what they can gain from it.

To set up these automations, you can check out our resource, 'Email Flows,' and click the 'Create this flow' button on the flow you want to set up. This will open the premade flow in Mailmodo, where the trigger is already selected, and the order of the flow is set up along with premade templates that you can use.

All you need to do is customize it for your brand, test, and publish.

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Join our creator partner, Aiza Coronado, for a hands-on onboarding workshop where you take the lead. Walk away with actionable email flows, mapped triggers, and a live demo you can follow step by step.

📆 Tuesday, June 3
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That's all, folks! I'll see you next month with more tips and ideas. If there is something we can do better for you, please let me know by replying to this email.