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For example, say вЂњвЂ¦that work best for your schedule in the coming 2 weeks.вЂќ 2. Quick note: add urgency by adding a timeframe that works with your schedule. Or let me know what works best and IвЂ™ll send over a calendar invite. LetвЂ™s find minutes that work best for your schedule, here is my availability. My job is to make sure you feel comfortable and empowered so you can get the value you need from us.

and, answer any questions you might have so far.

help you get set up to use effectively.

HereвЂ™s what the introduction, expectations, and initial invitation email could look like: Rather, this message kicks off your customer success or customer onboarding sequence. That one should exist in your marketing or sales units, prior to customer onboarding. This isnвЂ™t the marketing-centric welcome email that arrives when a prospect simply provides an email address to learn more.

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Quick note: WeвЂ™re assuming this first email occurs post-signup (whether for a free tier or a paid service). Keep the focus on the value your customers will receive - but donвЂ™t expect that youвЂ™ll get customers to their вЂњaha!вЂќ moment in this first email. (WeвЂ™ll talk about that in another email.)ДonвЂ™t overwhelm your new customers at this point simply create a welcoming environment and set the stage for whatвЂ™s to come. This isnвЂ™t the place to perform an info dump or dive into the deep, inner workings of your product. YouвЂ™ll want to keep this message light and simple, though. Often, it includes an invitation to begin exploring onboarding materials, whether thatвЂ™s watching a few quick tutorials or jumping straight into using your tool.

This first onboarding welcome email should introduce your new customers to the onboarding process, setting their expectations for what your onboarding process will be like.

Introduction, Expectations, and Initial Invitation homework onboarding emails вЂ“ asking your new users to provide required information or take an action.onboarding welcome emails вЂ“ introducing information or asking customers to try something.WeвЂ™ve divided the onboarding email templates into two categories: That said, no matter the complexity of your product or service, email will be a significant part of the onboarding phase, so it pays to get this right!Д«elow, weвЂ™ve broken down seven of the most common onboarding email scenarios, starting with the standard first email and moving through the customer journey. This is particularly true if youвЂ™re offering a relatively robust or technical SaaS solution - your customer base will likely have multiple touchpoints with the CS teams. Your customer success and customer support teams are responsible for much of this work. You canвЂ™t do all of this nurturing via email templates, of course. No matter what your product or service looks like, your customers will get better results (and develop greater loyalty) when you nurture them through the process of purchasing and adopting your solution.

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HereвЂ™s how to create a customer onboarding email sequence that welcomes new customers, gets them to take action, and empowers them to use your products to their fullest potential.Д§ Onboarding Email Templates To Create a Better Customer Experience An effective customer onboarding experience can be the difference between a lost prospect and a lifelong customer.