Get Your SaaS On Board

saas onboarding emails

Get Your SaaS On Board


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Bad onboarding will…

  • Leave trial users feeling overwhelmed or confused (or ghosted)

  • Ruin the opportunity to help a person with your product

  • Cost you money as you pump efforts into lead acquisition only to be met with low conversion rates

Great onboarding will…

  • Guide new users to their “a-ha” moments faster, making sure they’re hooked by the time their trial is done

  • Set customers up for long term success by helping them achieve their goals

  • Establish a relationship with your brand and position you as a valuable resource



 
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Onboarding email breakdowns

Best practices + examples

SaaS Email Strategy


Who am I?

I’m a SaaS copywriter, email strategist, and content marketer who ended up here through some perfect storm of circumstance.

My interest in onboarding emails came from an intersection between working on email strategy projects for a marketing agency, as well as content marketing for a customer-success-focused SaaS.

I was always tasked with finding examples for email strategy projects and, frustratingly, could only ever find one-off emails. They were like really great 5-minute clips from a movie I’ve never seen - AKA they give you no context about the bigger picture.

So I started collecting entire email sequences, specifically for SaaS free trials.


Some companies I’ve blogged for


“Steph had the ability to understand our business and target audience, allowing her to make the most effective blogs, emails, and sales funnels for our marketing campaigns and SEO. She is very organized, creative, and responsive to our business needs.”

-Tyler, Sparkage