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  1. Lincoln, this is an interesting approach – the “onboarding email” essentially combines “activation email” with “welcome email”, which, if minimized to a single email, can also spare New User the tediousness of going back and forth between the app and her/his inbox. At iridize, we like to follow up with a phone call –you would think it’s a bit much, but audio-vocal connection does onboarding-wonders!– so dropping a heads up in the onboarding email can also be helpful.

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  1. […] SaaS Customer Onboarding: 3 Steps to a Successful Welcome Email […]

  2. […] SaaS Customer Onboarding: 3 Steps to a Successful Welcome Email […]

  3. […] SaaS Customer Onboarding: 3 Steps to a Successful Welcome Email […]

  4. […] Free trial content/e-mail marketing: Once a prospect signs up for your free trial, what happens? He or she receives a welcome e-mail. Onboarding this customer begins with that e-mail, which means you have to nail it. Make sure the prospect knows to expect an e-mail after sign-up; compose a compelling subject line; send it from a real person’s e-mail address; and write it with one goal in mind: To encourage the prospect to take the next baby-step down the sales funnel. Clean, simple, useful, personal, non-salesy copy wins the day. […]

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