Onboarding Email Sequence Template — 7 Emails, Ready to Send
Sequence Implementation Logic
- Best Send Times (IST): 10:30 AM for B2B SaaS; 8:00 PM for Consumer/Fintech.
- The Exit Rule: If a user achieves the core "Aha!" moment (e.g., upgrades to paid), your marketing automation tool must automatically exit them from the remaining trial sequence.
- Sender Name: Always use a real person (e.g., "Rahul from AppName") rather than a generic brand name ("AppName Updates").
Setup Instructions: CleverTap & Customer.io
Before you copy the templates, you need to map them correctly in your marketing automation tool.
- For Customer.io (B2B SaaS): Create a new "Campaign". Set the trigger to "Event Performed: Account Created". Add a Time Delay node (e.g., Wait 24 hours) between each email block. Crucial step: Click the "Goal & Exit" tab and set the exit criteria to "Event Performed: Subscription Upgraded". This ensures paying users stop receiving trial urgency emails.
- For CleverTap (Consumer/Fintech): Navigate to Journeys. Use the "App Launched" (first time) event as your starting node. Use the "Wait for Date/Time" nodes to align your sends with the 8:00 PM IST window. Because Indian email open rates can be low, configure a fallback node: if the Day 3 email is not opened within 12 hours, trigger a WhatsApp message containing the same offer.
Template 1: The B2B SaaS Sequence (14-Day Trial)
Scenario: An Indian SaaS tool (like a CRM or Analytics product) aiming to convert free trial users into paying subscribers. Format: Plain Text.
Email 1: Day 0 (Send immediately)
Subject: Welcome to {{product_name}}! Let’s get your first project live.
Body:
Hi {{first_name}},
Welcome to {{product_name}}. I'm {{founder_name}}, one of the founders.
You signed up because you are tired of dealing with [Core Pain Point]. We built this tool to fix exactly that.
The absolute fastest way to see the magic happen is to connect your first data source. It takes about 2 minutes, and you don't need a developer right now—just paste your link.
Click here to connect your data source →
If you get stuck or have questions about how we handle data privacy, just reply to this email. I read every single one.
Best,
{{founder_name}}
Email 2: Day 1 (The Quick Win)
Subject: Quick win: Build your first {{core_feature}} in 60 seconds
Body:
Hi {{first_name}},
I noticed you set up your account yesterday. Most teams struggle with staring at a blank screen, so I want to give you a shortcut.
I've loaded a pre-built "{{template_name}}" into your workspace. Instead of starting from scratch, all you need to do is click the template and tweak the parameters to fit your team.
Use the pre-built template here →
Let me know what you think of the output!
Cheers,
{{founder_name}}
Email 3: Day 3 (The "Aha!" Moment / Sticky Feature)
Subject: How to automate your {{pain_point}}
Body:
Hi {{first_name}},
Doing things manually is fine for a day, but {{product_name}} is designed to run on autopilot.
Our most successful users rely heavily on our [Sticky Feature Name]. It automatically links [Action A] to [Action B] without you having to write any code. Just toggle it on in your settings.
Enable [Sticky Feature] →
If you want a quick walkthrough, here’s a 45-second Loom video I recorded showing you exactly how I use it for my own team: [Link to Video].
Best,
{{founder_name}}
Email 4: Day 5 (Pro-Tips & Integrations)
Subject: Pro tip: Connecting {{product_name}} to Slack
Body:
Hi {{first_name}},
You shouldn't have to log into our dashboard every day to get value. Why not let the data come to you?
You can set up an alert in {{product_name}} to notify your #growth Slack channel the moment [Specific Trigger Event] happens. It’s the easiest way to keep your whole team aligned without endless meetings.
Connect {{product_name}} to Slack →
{{founder_name}}
Email 5: Day 7 (Social Proof)
Subject: How [Famous Indian Company] saved 20 hours a week
Body:
Hi {{first_name}},
When the operations team at [Famous Company, e.g., Razorpay or Swiggy] needed to fix their [Specific Problem], they didn't hire more people. They used {{product_name}}.
Within 14 days, they completely eliminated manual data entry and reduced their error rate to zero.
Want to see the exact workflow they built?
Read the 2-minute breakdown here →
{{founder_name}}
Email 6: Day 10 (Urgency)
Subject: ⏳ Your {{product_name}} trial ends in 4 days
Body:
Hi {{first_name}},
I wanted to give you a quick heads-up that your 14-day free trial is wrapping up this Friday.
If your trial expires, your account will revert to the free tier. You will lose access to your custom integrations, the automation features, and your historical data syncing will be paused.
You can upgrade to our Pro plan (₹{{price}}/mo) right here to keep everything running smoothly.
Upgrade to Pro →
Need more time to evaluate? Just reply to this email and I’ll extend your trial by 7 days. No questions asked.
{{founder_name}}
Email 7: Day 14 (The Check-in / Feedback)
Subject: Quick question about your trial
Body:
Hi {{first_name}},
Your trial has officially ended today. I wanted to reach out personally and ask a quick favor.
If you decided not to upgrade, could you hit reply and tell me why?
A) Too expensive right now.
B) Missing a specific integration I need.
C) Too complicated to set up.
Your feedback genuinely dictates our product roadmap, so any honest thoughts you have are incredibly valuable to me.
Thanks for giving us a try.
{{founder_name}}
Template 2: The Fintech Sequence (KYC & Activation)
Scenario: An Indian wealth-tech or lending app where the primary friction is completing the regulatory KYC and funding the wallet.
Email 1: Day 0 (Post-Signup)
Subject: Welcome! Let’s unlock your {{product_name}} account
Body:
Hi {{first_name}},
Welcome aboard! You are now one step closer to [Benefit: e.g., earning 9% on your savings].
As per RBI guidelines, we need to verify your identity before you can start investing. Don't worry, we've integrated with DigiLocker, so the whole process takes less than 2 minutes. You just need your PAN number handy.
Complete your KYC in 2 mins →
Once done, your account will be instantly activated.
Team {{product_name}}
Email 2: Day 1 (KYC Reminder - If incomplete)
Subject: You left something behind, {{first_name}}
Body:
Hi {{first_name}},
We noticed you started your account setup but haven't completed your KYC yet.
Is something holding you up? Our entire platform uses bank-grade 256-bit encryption, and your documents are never shared with third parties.
Grab your PAN card and tap the link below to finish up so you don't miss out on today's market opportunities.
Resume KYC Setup →
Email 3: Day 2 (Post-KYC - First Transaction Push)
Subject: Account Approved! Here’s your next step.
Body:
Great news, {{first_name}}! Your KYC is approved and your account is fully active.
The best way to test the waters is to make a small, risk-free deposit. You can start an auto-invest SIP with as little as ₹500 via UPI AutoPay.
Start your first ₹500 SIP →
Watch your money start working for you today.
Team {{product_name}}
Template 3: Consumer E-commerce (First Purchase)
Scenario: An Indian D2C brand. The goal is to drive the crucial first purchase using a welcome discount, while highlighting product quality.
Email 1: Day 0 (The Welcome Discount)
Subject: Welcome to {{brand_name}}! Here is your ₹200 off.
Body:
Hi {{first_name}},
We're thrilled you're here. At {{brand_name}}, we believe in [Brand Mission: e.g., sustainable, toxin-free skincare].
As a thank you for joining the community, here is a flat ₹200 off your very first order. Use the code below at checkout:
WELCOME200
Shop our Bestsellers →
Happy exploring!
The {{brand_name}} Team
Email 2: Day 2 (Founder's Story / Brand Trust)
Subject: Why we started {{brand_name}}
Body:
Hi {{first_name}},
Two years ago, I couldn't find [Specific Product] in India that didn't fall apart after a month. Everything was either insanely overpriced or terrible quality.
So, we decided to make it ourselves. We spent 14 months sourcing the best materials from [Location], cutting out the middlemen to bring it directly to you.
If you haven't used your ₹200 welcome code yet, I highly recommend checking out our [Signature Product Name]. It's the product that started it all.
View the [Signature Product] →
Email 3: Day 4 (Social Proof & Urgency)
Subject: ⭐️⭐️⭐️⭐️⭐️ "Absolutely game-changing."
Body:
Hi {{first_name}},
Don't just take our word for it. Over 10,000 customers have switched to {{brand_name}}.
"I was skeptical at first, but the quality is unmatched. I'm never going back to supermarket brands." — Priya S., Mumbai
Just a quick reminder: Your WELCOME200 code expires in exactly 24 hours. Don't let it go to waste!
Claim your ₹200 discount now →
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