saas onboarding emails
Get Your SaaS On Board
Hi, I’m Steph.
I help SaaS companies convert more trial users with action-focused onboarding emails.
Want access to 30+ free SaaS email templates to acquire, convert, retain, and win back users?
Sign up for my SaaS Email Marketing Toolkit here.
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
“Steph has rebuilt our onboarding emails from scratch, and done an amazing job too. It’s not just the final email copy we’re impressed with, but the research and process she goes through.”
Onboarding email breakdowns
Pipefy is a process management system that offers a free “small team” account. Since there’s no “free trial” time, I captured the emails I received during the first month of being a user.
SurveyMonkey patiently (and persistently) waited for me to take action.
Best practices + examples
Ever wondered what makes onboarding email design effective? Here are 12 great examples.
Subject lines are tiny but mighty details in your SaaS email marketing strategy. After all, they play gate keeper to everything inside the email.
I’ve previously compared the onboarding cadence across five 14-day free SaaS trials. Today we’re going to review the cadence of onboarding emails for 5 different SaaS companies over the first 30 days.
How many emails should you send during a free trial? We’re going to review the cadence of onboarding emails for 5 different SaaS companies with 14-day free trials.
SaaS Email Strategy
I tend to write about onboarding emails most, but this thought framework can really be applied to any of your SaaS emails. The goal of this post is to help you sort out which emails you should keep, which you should edit, and which you should trash.
Here are 5 questions to as your trial users, and how to use their answers to improve lead generation + onboarding.
How I helped strategize a product pre-sale email funnel
Have you ever sat down to write an email and wondered what the heck to talk about? Staring at a blank page is hard, and falling into a trap of randomly throwing down information is easy. That’s why it’s important to consider your user’s goals (and your desired outcomes) before you start writing.
See real email examples and how they align with a customer desired action map.
You can’t control users, but you can strategically direct them.
“I reached out to Steph for help with creating an email to go out to early adopters for our mobile app for contractors. I had been following her posts, and her detailed analysis and insights were incredibly useful. They were easy to understand and to use as a guide for my own free trial email campaign.”
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. When people took an interest in the breakdowns, I realized this is a topic that people need help with. I use strategy and copywriting to create onboarding email sequences built for humans with goals.
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.”
I can’t help you with website design or social media marketing or any number of other business issues, so I won’t try. What I can do, though, is help you get your email marketing strategy on lock and write emails that your users will give a sh*t about. You’ll start with a random assortment of messages that you threw together a while back, and end up with a clear set of emails that get free trial users moving and shaking.
Here’s how I can help.
Onboarding Series Audit
If you have onboarding emails that are rough around the edges, let’s create a plan to clean them up. I’ll review your emails one-by-one (just like in the breakdown posts) and let you know what needs to change.
Custom Email Series
Need to create (or recreate) your emails from the ground up? I have a multi-phase project to plan and create free trial emails that move the needle.