Most onboarding sequences fail for the same reason: they say too much. Here is a structure we use, with a promise to keep every message under 80 words.
Email one: the day they sign up
Say welcome, name the one thing to do first, and link to it. Nothing else.
Email two: two days later
If they did that first thing, congratulate them and suggest the next. If they did not, offer a two-minute video and a reply-to address that reaches a human.
Email three: one week in
Ask a single question: “What is the one thing you hoped this would do?” Read every reply.
In Northlane, all three can be set up as one automation in a few minutes, and the run log shows who received what.
Tagged: automation