Run · Customer support · beginner

Draft a Customer Onboarding Email Series

Customer support SaaS beginner Intercom Fin

How to use

  1. Copy the prompt below
  2. Paste it into Intercom Fin
  3. 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

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