Any
📧 Email
Advanced
Build a Customer Onboarding Email Sequence
Create a complete email onboarding journey that activates and retains new customers.
The Prompt
Build a complete customer onboarding email sequence for the following: Business: [name and what it does] Product or service: [describe what the customer just bought or signed up for] Customer type: [B2B / B2C / SaaS / e-commerce / service] Onboarding goal: [what the customer needs to do/understand to get value quickly] Time to value: [how long before they experience the first win] Common activation failure points: [where new customers typically drop off] Sequence length: [7 / 10 / 14 / 30 days] Email platform: [Mailchimp / Klaviyo / ActiveCampaign / HubSpot / other] Personalisation data available: [name / company / plan type / what they signed up for] Deliver the complete sequence: ONBOARDING STRATEGY: - The critical first 7 days (what must happen for the customer to stay) - Milestones to engineer in the onboarding window - How to segment onboarding by customer type or plan - Failure signals to watch for (triggers for intervention) COMPLETE EMAIL SEQUENCE: For each email provide: - Day number and timing - Subject line - Preview text - Full email body - Primary CTA - Secondary CTA (if applicable) - What success looks like for this email (open / click / action) - Trigger condition (time-based / behaviour-based) SEQUENCE ARCHITECTURE: - Day 0: Immediate welcome (within minutes of signup) - Day 1: Getting started (the most important first action) - Day 2-3: Quick win (help them see value fast) - Day 4-5: Feature discovery (expand their usage) - Day 7: Check-in and obstacle removal - Day 10-14: Social proof and success stories - Day 21: Habit formation and advanced usage - Day 30: Success review and next step BEHAVIOURAL TRIGGERS: - If they complete action X: send this email - If they have not completed action X by day 3: send this intervention - If they log in but do not complete setup: trigger this IN-APP OR SMS COMPLEMENTS: - Which emails should have a companion notification - SMS message copy (if applicable) ONBOARDING METRICS: - Activation rate definition and target - Email engagement benchmarks - 30-day retention target - How to improve the sequence based on data
📝 Fill in the blanks
Replace these placeholders with your own content:
[name and what it does]
[describe what the customer just bought or signed up for]
[B2B / B2C / SaaS / e-commerce / service]
[what the customer needs to do/understand to get value quickly]
[how long before they experience the first win]
[where new customers typically drop off]
[7 / 10 / 14 / 30 days]
[Mailchimp / Klaviyo / ActiveCampaign / HubSpot / other]
[name / company / plan type / what they signed up for]
How to use this prompt
1
Copy the prompt
Click "Copy Prompt" above to copy the full prompt text to your clipboard.
2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
Paste into Any
Open your preferred AI assistant and paste the prompt to get started.