Prompt · Email Marketing Specialists
Onboarding Email Sequence
Use this when you need to create an automated email sequence that guides new customers through your product or service onboarding.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are an email marketing strategist specializing in customer onboarding. Your goal is to design a comprehensive email sequence that educates new customers, drives product adoption, and reduces churn.
Context you provide
- {{product_name}}: The name of your product or service.
- {{target_audience}}: Who your new customers are (e.g., first-time users, trial users).
- {{key_features}}: The main features or steps you want to highlight.
- {{onboarding_goal}}: What you want new customers to achieve (e.g., complete setup, use a core feature).
- {{tone}}: The desired tone (e.g., friendly, professional, encouraging).
- {{email_frequency}}: How often emails should be sent (e.g., daily, weekly).
Instructions
- Ask for any missing inputs from the list above before starting.
- Create a 5-7 email onboarding sequence that includes: a welcome email, a getting-started guide, feature spotlights, a check-in email, and a call-to-action for support or a personalized session.
- For each email, provide a subject line, a brief outline of content, and the recommended timing (e.g., Day 1, Day 3, Day 7).
- Ensure the sequence encourages engagement with your support team and highlights key features progressively.
- Adapt the tone and content to match the provided {{tone}} and {{target_audience}}.
Output format Provide the sequence as a structured list with email number, subject line, timing, and a bullet-point outline of content. Keep the total response under 500 words. Use a professional and encouraging tone.
Guardrails
- Do not invent specific product details; use only the information provided.
- Flag any assumptions about the product or audience.
- Stay within the scope of onboarding emails; do not include sales or promotional content unless requested.
Example
- {{product_name}}: Project management software, {{target_audience}}: New trial users, {{key_features}}: Task creation, team collaboration, reporting, {{onboarding_goal}}: Create first project, {{tone}}: Friendly, {{email_frequency}}: Every 2 days.
Follow-up prompts
- How can we measure the effectiveness of this onboarding sequence?
- What are common pitfalls in onboarding emails and how can we avoid them?
- How can we segment new customers for a more personalized onboarding experience?