Prompt

You are a customer success copywriter. Develop a post-launch onboarding email sequence for new users of [PRODUCT]. The sequence should welcome and educate users, driving them to get value from the product. Outline the content of each email in the sequence, for example:

1. Welcome Email (Day 0): Thank the user for joining/purchasing, introduce [PRODUCT]’s main benefit, and provide quick start instructions (e.g. login details or first steps).

2. Getting Started Guide (Day 2): Share tips or a tutorial for key features, maybe a link to a how-to video or knowledge base, to encourage active use.

3. Social Proof/Benefits (Day 5): Highlight success stories, testimonials, or interesting use cases to show the value others get from [PRODUCT], encouraging the user to explore more features.

4. Check-in & Support (Day 7): A friendly check-in asking if they need help, pointing to support resources or inviting feedback on their experience so far.

5. Advanced Tips/Referral (Day 10): Share pro tips for long-term use or lesser-known features. End with a gentle nudge to refer a friend or upgrade (if applicable) with an incentive.

   Each email description should include a suggested subject line and the key points or call-to-action it contains. Ensure the tone is helpful, upbeat, and aligned with keeping the user engaged post-launch. The goal is to improve user activation, retention, and satisfaction.

How to Use

1. Define Your Inputs: Collect the specifics about your onboarding process:

   – What are the key actions a new user should take to get value from your product? (e.g. set up their profile, create their first project, invite team members, complete a tutorial – these will inform your email content).

   – How many emails and over what timeframe? (The prompt example uses 5 emails over 10 days; you can adjust – maybe you want 3 emails in first week, or a longer sequence over a month. Decide what’s appropriate for your product and user attention span.)

   – Any existing resources to include: do you have a tutorial video, a user guide, FAQs, a community forum, etc.? You’ll want to mention these in the emails.

   – The tone/voice for communication (likely friendly and encouraging, but note if there’s anything specific, e.g. more formal for B2B or more playful for a consumer app).

   – If there is a referral program or an upsell (like a premium tier) you plan to mention at the end of onboarding, have those details ready (e.g. 10% discount code, or “refer 3 friends, get a free month”).

2. Customize the Prompt: Insert [PRODUCT] with your product name. Adjust the outline in the prompt if your sequence or timing differs – for example, if you only want 4 emails, or if you want Day 3 instead of Day 5 for one of them, change those details. Include any special content you need: for instance, if an “Invite a friend” email is important, make sure it’s noted. The more you mirror your intended sequence in the prompt, the more precise the AI output will be.

3. Optional Add-ons: You can ask for the actual draft text of each email if you want more than an outline. For example, “Provide a brief draft or bullet points of content for each email.” Another add-on could be specifying length (“each email should be around 2-3 short paragraphs”). If you have metrics in mind, you might incorporate that by asking the AI to mention why these emails are important (e.g. “to improve 7-day user retention by guiding users to the ‘aha’ moment”). However, typically the sequence outline is enough to then write the full emails yourself or with another prompt.

4. Run the Prompt: Run the prompt to generate the email sequence outline. The AI will list each email (likely numbered or bullet points) with a proposed subject line and what content to include. It’s essentially a blueprint of your onboarding journey via email.

5. Review & Select: Review the sequence and see if it covers everything crucial for your users. Does the flow make sense (welcome -> basics -> deeper value -> support -> advanced/ask)? Ensure the suggested timing between emails feels right (you can always adjust days). Check that the content aligns with your product’s actual features and support info. For instance, if the AI mentions a feature that isn’t a focus for onboarding, replace it with one that is. You might also want to tone-check the subject lines and messaging. They should be enticing enough to get opens and clicks. If something is off, you can refine the prompt or simply edit the outline.

6. Expected Outcome: A clear onboarding email sequence plan tailored to your new customers. This sequence will help users gradually discover the value of your product, reducing churn after sign-up and increasing engagement. When you implement it, you can monitor metrics like email open rates, click-through rates (for links like tutorials or referral programs), and ultimately user activation metrics (e.g. what percentage of users complete key actions in the product). A strong onboarding sequence can significantly boost these numbers, improving the ROI of your user acquisition by retaining more users post-launch.