A good onboarding sequence does one job per email and never asks for everything at once. This is a four-email drip you can adapt: welcome, first key action, a second use case, then a check-in.
Your [product] onboarding emails (4-part sequence)
Email 1, Day 0: Welcome Subject: Welcome to [product]: step one Hi [first name], Welcome aboard! The fastest way to see what [product] does is to [the single first action]: [link]. Takes about [time]. Stuck? Reply anytime. Email 2, Day 1: First key action Subject: Have you [done the first action] yet? Hi [first name], The one thing that gets people to their first win is [first key action]. Here's how in under [time]: [link]. Once it's done, you'll [the payoff]. Email 3, Day 3: Second use case Subject: One more thing [product] can do for you Hi [first name], Now that you're set up, here's a feature people love: [second feature]. It helps you [specific outcome]. Try it here: [link]. Email 4, Day 7: Check-in and upgrade nudge Subject: How's [product] working out? Hi [first name], You've been using [product] for a week. How's it going? If you're getting value, [plan name] adds [key paid benefit]: [link]. And if anything's in your way, reply and tell me. A real person reads every one. [Your name] [Company]
You're building an automated onboarding drip from scratch
New signups go cold before reaching their first win
You want one clear action per email instead of a feature dump
You're ready to introduce a paid plan after value lands
One job per email; never stack two asks
Send Day 1 only if they haven't done the first action yet
Hold the upgrade nudge until Day 7, after value has landed
Make every email replyable so onboarding stays two-way
Publish the answer once in your Selvo help center and customers solve it without emailing you. Fewer of these tickets reach your inbox, and your AI agent can cite the article when one does.
See how Selvo Help Center worksThe welcome email is the first impression after someone signs up. The best ones don't dump every feature. They point to the single first step that gets the customer to value, and make it easy to ask for help.
This is the email that follows your welcome message, the one that gets people set up. It names the milestone that means they're up and running, and offers help if they want it.
A password reset email has one job: get the right person back into their account fast, without confusing anyone who didn't ask for it. Keep it short, clear, and reassuring.
Suspension emails are tense by nature, so clarity is kindness. State the reason plainly, explain what's affected, and give the exact steps to get back up and running.
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