SaaS onboardingEmails & Messages

Onboarding email sequence for SaaS trial users

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Onboarding email sequence for SaaS trial users

Example result

Example for the Standard package

Email sequence: 3-email welcome series for a sourdough baking course

Sending plan

EmailWhenJob
1Right after sign-upDeliver the guide, set expectations
2Day 3Solve the most common starter problem, build trust
3Day 6Offer the course with a 48-hour welcome price

Email 1: Your starter guide is here

Subject A: Your 7-day starter guide (and one tip before you begin) Subject B: {first_name}, day 1 starts with flour and water Preview: The one thing most beginners get wrong on day one.

Hi {first_name},

Here is your guide: Starter in 7 days. Print it or keep it on your phone next to the jar.

One tip before you begin: use a jar with straight sides and put a rubber band at the level of the starter after each feeding. In a few hours you will see exactly how much it rose, with no guessing.

Over the next week I will send you two short emails: one to fix the problem almost everyone hits on day 3, and one about baking your first loaf.

[Button] Download the guide

Happy feeding, Maya, Rise & Crumb

Email 2: Why your starter went quiet on day 3

Subject A: Day 3 and nothing is happening? Good. Subject B: The day-3 slump, explained in 2 minutes Preview: It is not dead. Here is what is going on.

Hi {first_name},

If your starter bubbled like mad on day 2 and then went flat, you are not doing anything wrong. The first bacteria to wake up are not the ones that make bread rise; they fade, and the yeast takes over around day 4 or 5.

What to do:

  • Keep feeding at the same time each day.
  • Move the jar somewhere around 24–26 °C (the top of the fridge works).
  • Swap 20% of the flour for whole wheat to give it more to eat.

[Button] Watch the 3-minute feeding demo

Email 3: Your first loaf, with a welcome price

Subject A: Ready to bake? Your welcome price ends Thursday Subject B: From a jar of starter to a crusty loaf Preview: 12 lessons, $69 for the next 48 hours.

Hi {first_name},

Your starter should be lively by now. The next step is the part the guide cannot show you: shaping, scoring and the bake itself.

The full course has 12 video lessons, a printable baking schedule and a troubleshooting section for flat, dense or sour loaves. For the next 48 hours it is $69 instead of $89.

[Button] Join the course for $69

Personalization fields: {first_name}, {signup_date}, {offer_deadline}.

Client: Rise & Crumb, an online sourdough course for home bakers ($89, lifetime access) Audience: people who downloaded the free "Starter in 7 days" guide Goal: turn new subscribers into course buyers within 6 days

The client and all details are made up.

About this service

We write the onboarding emails a trial user gets between sign-up and the first paid invoice. Each email moves the user to the next key action in your product (connect data, invite a teammate, see the first result), and the trial-ending emails explain the plan without pressure. In the top package the sequence splits for users who are active and those who stalled.

What is included

  • What you getOnboarding emails with subject lines and preview text, the trigger or day for each email and a one-line goal per email, ready for Customer.io, Intercom, HubSpot or similar tools.
  • Activation-first planEach email leads to one key action
  • Plain-language how-tosShort steps, not a feature list
  • Trial-ending emailsClear plan and price, no pressure
  • Triggers and timingA day or an event for every email
  • Branches for stalled usersSeparate emails for users who did not activate

How it works

  1. 1
    BriefYou describe the product and key actions
  2. 2
    JourneyWe map the emails to trial days and events
  3. 3
    WritingWe write the emails and subject lines

What we need from you

What your product does, the trial length, the 2 or 3 actions that make users stay, common reasons people drop off and a link to the product or docs.

We will ask you:

  • What is the moment a trial user "gets it"?
  • How long is the trial and is a card required?
  • Where do users usually get stuck?
  • Who signs the emails?

Compare packages

PackagesBasic3 core emails$15Standard6-email onboarding$29PremiumOnboarding with branches$55
Deadline1 day2 days4 days
Revisions123
Emails369
Subject lines per email222
Branch for inactive usersNoNoYes
Order BasicOrder StandardOrder Premium

Payment protection

You pay when you order, but the money is released only for accepted work.

  • Fixed priceThe package price does not change after you pay.
  • The money is reservedWhen you pay, the amount is only reserved. It is released to the service once you accept the work.
  • Checked before deliveryEvery result goes through a quality check before it reaches you, and you see it on the order page before accepting it.
  • Free revisionsAsk for changes within your brief as many times as the package allows.
  • Acceptance after 3 daysIf within 3 days of delivery you neither accept the work nor ask for changes, it is accepted automatically. If you write in the order chat after delivery, the order waits; once we answer, we may start the 3 days again and will say so in the chat.
  • Redo or a full refundIf the result does not match your brief and the revisions did not fix it, or the work takes more than twice its deadline, write in the order chat: we will redo the work or refund the payment in full.
How it works →

Questions and answers

Do you set up the triggers in my tool?

No, we deliver the emails with the trigger for each one. Your team sets them up in your messaging tool.

Can the emails include product screenshots?

We mark where a screenshot or GIF helps and describe what it should show. You add the images.

Does it work for freemium products?

Yes. Instead of trial-ending emails we write upgrade emails tied to usage limits or paid features.

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