Creates a complete onboarding email sequence for new clients — welcome email, setup guide, check-in, and success milestone messages. Reduces churn by making clients feel supported from day one. Covers SaaS, services, and consulting businesses.
# Client Onboarding Email Sequence ## What it does Builds a structured onboarding sequence that makes new clients feel confident and excited from day one. ## The sequence (7 emails) 1. **Welcome** — Celebrate, set expectations, introduce team 2. **Getting started** — First 3 steps they need to take 3. **Day 3 check-in** — Any questions? How's setup going? 4. **Week 1 milestone** — Celebrate first win 5. **Week 2 tips** — Power user features or best practices 6. **Month 1 review** — Results so far, next goals 7. **Success story ask** — Request testimonial or case study ## Customisation - SaaS product onboarding - Consulting or service delivery - Agency client onboarding - Investment or financial services ## Inputs needed - Product or service description - Key steps for successful onboarding - Common mistakes new clients make - Your success metric (what does "win" look like?) ## Platform: Claude
The owner wants: