# Write an onboarding email sequence for a new customer's users

A 30-day email sequence that gets new users from first login to regular use of the features that matter.

- Topic: Customer Support
- Framework: Few-Shot
- Level: Standard
- Tags: Email, HR & Hiring, Customer Support, Write, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/write-an-onboarding-email-sequence-for-a-new-customer-s-users

## Prompt

```text
Write an onboarding email sequence for users at a newly signed customer.

**Product and what it does:** [DESCRIPTION]
**Who the users are:** [ROLES, technical comfort, how they'll use it day to day]
**The 3-4 actions that predict long-term use:** [e.g. "connect calendar", "create first project", "invite a teammate"]
**Resources available:** [help center, videos, webinars, office hours, CSM contact]
**Who sends the emails:** [me as CSM / their internal admin / the product]
**Customer's goal for rollout:** [e.g. "all 150 reps active by end of month"]

Create 5-7 emails across the first 30 days. For each:
- Send day and trigger (time-based, or based on an action taken/not taken)
- Subject line (and one alternative)
- Body under 120 words, focused on one action, with a clear link or button text
- What to send instead if the user already did this step

Also include:
1. A short note for the customer's admin or champion to send internally, so the emails come with internal backing.
2. A check-in email to the champion at day 30 summarizing adoption, with [ADD METRIC] placeholders.
3. Which metrics to watch to know if the sequence is working.

Keep it practical: no feature tours, no hype. Each email should help them get something done.
```

## What to fill in

- DESCRIPTION
- ROLES, technical comfort, how they'll use it day to day
- help center, videos, webinars, office hours, CSM contact
- me as CSM / their internal admin / the product
- e.g. "all 150 reps active by end of month"
- ADD METRIC

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