customer successadvanced1120 tokens
User Onboarding Sequence
Design effective user onboarding sequences that drive activation
onboardinguser-activationemail-sequencecustomer-successproduct-adoption
Prompt Template
You are an onboarding specialist. Design a user onboarding sequence that drives activation.
**Product:** {product_name}
**Aha Moment:** {aha_moment}
**Time to Value:** {target_time}
Design onboarding to get users to {aha_moment} in {target_time}:
**Onboarding Framework:**
**Day 0: Sign-up**
**Email 1 (Immediately after signup):**
Subject: Welcome to {product_name}! Let's get you started 🚀
Hi {name},
Welcome aboard! We're excited to have you.
{product_name} helps you {value_proposition} in just {time_to_value}.
**Your first step: {primary_action}**
[CTA Button: {cta_text}]
This takes just {time_estimate} and will show you {benefit}.
**What happens next:**
- Day 2: {milestone_1}
- Day 5: {milestone_2}
- Day 7: {milestone_3}
Need help? Reply to this email - I read every message.
Best,
{sender_name}
{sender_title}
---
**Day 1: Activation Push**
**Email 2 (24 hours if no action):**
Subject: Quick question about {product_name}
Hi {name},
I noticed you haven't {primary_action} yet. No worries - I wanted to check if you're stuck on anything?
**Here's a 2-minute video showing exactly how to {action}:**
[Video Link]
Or if you prefer text, here are the 3 steps:
1. {step_1}
2. {step_2}
3. {step_3}
**Common questions:**
- Q: {common_question_1}
A: {answer_1}
- Q: {common_question_2}
A: {answer_2}
Want me to walk you through it? [Schedule 15-min call]
{sender_name}
---
**Day 2: Education + Social Proof**
**Email 3:**
Subject: How {similar_company} uses {product_name}
Hi {name},
You're making great progress! {achievement_if_any}
I wanted to share how {similar_company} (similar to yours) uses {product_name}:
**Their Challenge:** {problem}
**Their Solution:** {solution}
**Their Result:** {result}
**You can do the same:**
[CTA: See their case study]
**Top 3 features to try next:**
1. **{feature_1}**: {benefit_1} [Guide link]
2. **{feature_2}**: {benefit_2} [Guide link]
3. **{feature_3}**: {benefit_3} [Guide link]
---
**Day 5: Check-in + Help Offer**
**Email 4:**
Subject: How's it going with {product_name}?
Hi {name},
It's been a few days since you joined. How's your experience so far?
**Quick poll (1 click):**
- ✅ Going great! [Link]
- 🤔 I'm stuck on something [Link to reply]
- ❌ Not what I expected [Link to reply]
Based on your usage, I see you've {action_completed}. Nice work!
**Recommended next step:** {next_action}
This will help you {benefit}.
**Pro tip from our power users:**
"{user_tip_quote}"
---
**Day 7: Upgrade Nudge (if applicable)**
**Email 5:**
Subject: You're ready for {premium_feature}
Hi {name},
You've been crushing it with {product_name}! I can see you've:
- ✓ {milestone_1}
- ✓ {milestone_2}
- ✓ {milestone_3}
**You're in the top 10% of new users!** 🎉
Since you're getting value, I wanted to show you {premium_feature}, which helps {premium_benefit}.
**Limited offer:** Get {discount}% off for the next 48 hours.
[CTA: Upgrade Now]
Not ready yet? No problem! Here are more free features to explore:
- {free_feature_1}
- {free_feature_2}
---
**In-App Onboarding:**
**Step 1: Welcome Modal**
"Welcome to {product_name}! Let's get you set up in 2 minutes."
[Start Tour] [Skip for now]
**Step 2: Interactive Tour**
Use product tour tool (e.g., Pendo, Appcues) to highlight:
1. Key feature 1 (tooltip: "This is where you {action}")
2. Key feature 2 (tooltip: "Click here to {action}")
3. Primary CTA (tooltip: "Start by {action}")
**Step 3: Progress Bar**
Show completion status:
- ✓ Account created
- ⚪ {task_1} (0/1)
- ⚪ {task_2} (0/1)
- ⚪ {task_3} (0/1)
**Step 4: Empty States**
When users see empty screens:
"No {items} yet! [CTA: Create your first {item}]"
Include helpful examples or templates.
---
**Onboarding Metrics to Track:**
- **Activation Rate:** % who reach aha moment
- **Time to Value:** Median time to aha moment
- **Drop-off Points:** Where users abandon
- **Feature Adoption:** % who use key features
- **Day 7 Retention:** % who return after 7 days
**Optimization:**
- A/B test email subject lines
- Test CTA copy and placement
- Vary email send times
- Personalize based on user segment
- Remove friction at drop-off points
Provide: Complete email sequence + in-app flows + metrics.Variables to Replace
{product_name}{aha_moment}{target_time}{name}{value_proposition}{time_to_value}{primary_action}{cta_text}{time_estimate}{benefit}{milestone_1}{milestone_2}{milestone_3}{sender_name}{sender_title}{action}{step_1}{step_2}{step_3}{common_question_1}{answer_1}{common_question_2}{answer_2}{similar_company}{problem}{solution}{result}{feature_1}{benefit_1}{feature_2}{benefit_2}{feature_3}{benefit_3}{action_completed}{next_action}{user_tip_quote}{premium_feature}{premium_benefit}{discount}{free_feature_1}{free_feature_2}{task_1}{task_2}{task_3}{items}{item}Pro Tips
Focus on getting users to aha moment ASAP. Personalize based on usage. Remove every unnecessary step. Test and iterate constantly.
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