First-week onboarding emails for a new SaaS
Four short emails for a new user’s first week: welcome, first success, a helpful nudge and a personal check-in, with copy you can adapt.
Short answer: start with up to four emails in the first week: a welcome with one next step, a nudge toward the first success, a tip that saves time, and a personal check-in that asks how it’s going. Stop the nudges as soon as they reach the first success.
| Day | Goal | |
|---|---|---|
| 0 | Welcome | One clear next step |
| 1 | First success | Get them to the moment the product is for |
| 3 | Helpful tip | Save them time, show something they missed |
| 6 | Personal check-in | Hear what got in the way |
Template
Subject: Welcome to {product}: start here
Hi {first name},
You’re in. The fastest way to see what {product} does is to {first step}. It takes about {n} minutes: {link}
If anything is unclear, reply to this email. It comes to me.
{your name}Day 1: help them reach the first success
Send this only if they have not completed the first useful action. Replace the example with the next step for their account.
Template
Subject: Your first {result}
Hi {first name},
Ready to {first useful action}? Open {link} and {one concrete step}. You should see {expected result}.
What is getting in the way? You can reply here.
{your name}Day 3: a useful tip
Choose a tip that fits what they have already tried. Skip it if they have already used that feature.
Template
Subject: A quicker way to {task}
Hi {first name},
When you {task}, try {specific tip}. It helps you {practical benefit}. Here is where to find it: {link}.
{your name}Day 6: a personal check-in
Template
Subject: Anything in the way?
Hi {first name},
You’ve had {product} for a week. Is it doing what you hoped?
If something got in the way, even something small, reply and tell me. I read every one.
{your name}Send from a real person and a domain set up for email. See app email for a new SaaS.