Run · Customer support · beginner
Draft a Customer Onboarding Email Series
Customer support SaaS beginner Intercom Fin
How to use
- Copy the prompt below
- Paste it into Intercom Fin
- Review the output and follow up with refinements
Prompt
Write a 6-email onboarding series for new users of [product name], a [one-sentence product description]. These emails send automatically after someone [signup trigger, e.g. "creates a free account" or "starts a 14-day trial"]. The goal is to get them to [activation milestone, e.g. "complete their first project" or "invite a team member and run their first report"] within 7 days.
**Email 1 — Welcome (send immediately)**
Subject: keep it simple, no hype — something like "You're in" or "Here's your [product name] account"
Body: 3-4 sentences max. Confirm their account is ready. Tell them the ONE thing to do first (not five things — just one). Link directly to that action. Sign off from [founder name] with their real title.
**Email 2 — Quick win (send day 1)**
Subject: hint at a fast result, e.g. "2 minutes to your first [outcome]"
Body: Walk them through the single fastest path to value. Use numbered steps (3 max). Include a screenshot placeholder [screenshot:feature-name] where helpful. End with encouragement, not a sales pitch.
**Email 3 — Common mistake (send day 2)**
Subject: address a real pitfall, e.g. "Most people skip this step"
Body: Share the #1 mistake new users make and how to avoid it. Keep it honest — "We see a lot of new users try to [wrong approach]. Here's what works better." Link to a help doc or short video.
**Email 4 — Social proof (send day 4)**
Subject: feature a real use case, e.g. "How [customer type] uses [product name]"
Body: One short customer story (anonymized is fine). Focus on what they did, how long it took, and what result they got. Make it relatable to the reader's situation. End with: "Want to set up something similar? [link to relevant feature]."
**Email 5 — Check-in (send day 5)**
Subject: personal and direct, e.g. "How's it going?"
Body: This should feel like a real email from a real person. Ask if they've hit any roadblocks. Offer specific help: "Reply to this email and I'll personally help you get set up" or "Book 10 minutes with me: [calendar-link]." No marketing copy in this one.
**Email 6 — Activation nudge or upgrade (send day 7)**
If they've completed the activation milestone: congratulate them, show them the next feature to explore, and (if on a trial) mention what happens when the trial ends — be transparent about pricing.
If they haven't activated: acknowledge it without guilt-tripping. Offer a guided setup call. Give them one more reason to try: a stat, a testimonial, or a feature they haven't seen yet.
Rules for the entire series:
- Every email under 150 words — people skim onboarding emails
- Plain text style (minimal formatting), sent from a person's name
- Each email should have exactly ONE call-to-action — never competing links
- Tone: helpful friend who works at the company, not a marketing robot
- Include [link:resource-name] placeholders for all links
- No "Hey [first_name]!" opener on every email — vary the openings Related prompts
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