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Done-for-you setup services

Sometimes you just can't find time for your email marketing. That’s where our services come in. Leave the setup to our experts, trust the process, and get a scalable implementation that grows with your SaaS business.

Email marketing is tough.

Struggling to find time for your email marketing?

Unsure how to trigger your campaigns correctly?

Hate messy customer data?

Procrastinating forever?

We've seen SaaS marketers like you struggle with the same email marketing problems over and over.

You know your customer pains. You know exactly what you want to say in your emails. However, it's still unclear how to set up your campaigns and how the integration should work.

We’ve invested a lot in our training content over the years, but sometimes people are just too busy, or a little bit scared, to take the plunge. That’s where our done-for-you services come in.

Just trust our process and enjoy the professional implementation that can scale as your SaaS business grows.

Explore the packages to pick one that fits your current needs:

  • Set up data tracking & segmentation with the Quick Start Kit
  • Improve activation with the User Onboarding Kit
  • Build long-lasting customer relationships with the Customer Loyalty Kit
  • Warm up and convert marketing leads with the Lead Nurture Kit
  • Get the complete setup with The Ultimate Kit

At the moment, we're only offering these services to Userlist customers. If you have questions, welcome to drop us a line at support@userlist.com.

Adam Matthews, founder of Apotheo

"I've been procrastinating forever on my onboarding emails. But Userlist team couldn’t have made it any easier. Quick turnaround and great quality. Impressed how well they were able to understand our product and our customers."

Adam Matthews, founder of Apotheo

Quick Start Kit

This package is great for teams who don't need help with campaign content, but would like to make sure their integration and segments are set up correctly.

The deliverables

  • Setup Checklist
  • Lifecycle Journey Map with recommended segments and campaigns
  • Data Tracking Plan for your engineering team
  • Done-for-you segmentation setup
  • Live 90-minute training call for your marketing team

The process

  1. Customer fills out a questionnaire.
  2. Both parties sign the statement of work and handle the payment.
  3. We get together for a 60-minute Takeoff Call.
  4. Userlist team produces a Lifecycle Journey Map and a Data Tracking Plan. Both parties get together for a 30-minute Strategy Call to review the details.
  5. Your engineering team gets on a 30-minute Technical Call to kickstart the data integration.
  6. Your engineering team implements the data integration (not included, this is the only step you'll have to do with your team). They'll be equipped with the Data Tracking Plan, and our free support service will be available throughout that process if they need help.
  7. Userlist team sets up segmentation in Userlist.
  8. Both parties get together for a 90-minute Handoff & Training Call. We present the deliverables and train your marketing team, including a 30-minute Q&A section. The training is recorded so that you can use it with future hires.

What you'll be able to do, as a result

  • See a database of your users with the right success metrics, updated in realtime
  • Have clarity about the entire automation setup
  • Have reliable segments for every stage of the user journey
  • Quickly add new campaigns
  • Send targeted broadcasts to specific segments

This package currently costs $1990. The implementation usually takes 1-2 weeks but can be extended to fit your your engineering team schedule. To get started, please book your discovery call.

User Onboarding Kit

We will plan, write, and set up a behavior-based user onboarding campaign for you.

The deliverables

  • Campaign Storyboard
  • User onboarding campaign (6 emails)
  • Trial expiring campaign (2 emails) — for the Free Trial model
  • Upgrade-to-paid campaign (4 emails) — for the Freemium model
  • New paying customer campaign (3 emails)
  • Done-for-you campaign writing and setup

The process

  1. Customer team fills out a questionnaire.
  2. Both parties sign the statement of work and handle the payment.
  3. We get together for a 60-minute Takeoff Call.
  4. Userlist team produces the Campaign Storyboard for your user onboarding campaign. Both parties get together for a 30-minute Strategy Call to review the storyboard.
  5. Once the storyboard is approved, Userlist team writes the actual emails.
  6. Userlist team implements campaigns and emails in Userlist.
  7. Both parties get together for a 30-minute Handoff Call. We present the deliverables and train your marketing team to scale this campaign over time.

What you'll be able to do, as a result

  • Improve your activation rate
  • Replace manual customer success work with automated check-ins
  • Have a complete onboarding solution that you can optimize and expand over time

This package currently costs $3990. The implementation usually takes 2-3 weeks. To get started, please book your discovery call.

Customer Loyalty Kit

We will plan, write, and set up a customer loyalty campaign for your paying customers. We'll help you build a long-lasting relationships: ask users for feedback, offer them swag, and request referrals and reviews.

The deliverables

  • Campaign Storyboard
  • Customer loyalty campaign (10 emails)
  • Done-for-you campaign writing and setup

We'll follow the same process as in the User Onboarding Kit.

What you'll be able to do, as a result

  • Improve retention and reduce churn
  • Buld a long-lasting relationship with your paying customers
  • Upsell monthly users to annual billing
  • Automatically initiate hight-touch conversations with the most valuable accounts
  • Have a complete customer loyalty campaign that you can optimize and expand over time

This package currently costs $3290. The implementation usually takes 2-3 weeks. To get started, please book your discovery call.

Lead Nurture Kit

We will plan, write, and set up a lead nurture campaign for your marketing list signups. We'll highlight your best content and drive conversions to trial.

The deliverables

  • Campaign Storyboard
  • Lead nurture campaign (10 emails)
  • Done-for-you campaign writing and setup

We'll follow the same process as in the User Onboarding Kit.

What you'll be able to do, as a result

  • Build your marketing list using a relevant lead magnet
  • Build a relationship with every new marketing lead, on autopilot
  • Showcase your best evergreen content, instead of burying it inside your blog
  • Nurture, warm up, and convert marketing leads into trials

This package currently costs $3290. The implementation usually takes 2-3 weeks. To get started, please book your discovery call.

The Ultimate Kit

This all-in-one package takes your email automation to the next level, instantly.

The deliverables

  • Setup Checklist
  • Lifecycle Journey Map with recommended segments and campaigns
  • Data Tracking Plan for your engineering team
  • Done-for-you segmentation setup
  • User onboarding campaign (6 emails)
  • Trial expiring campaign (2 emails) — for the Free Trial model
  • Upgrade-to-paid campaign (4 emails) — for the Freemium model
  • New paying customer campaign (3 emails)
  • Customer loyalty campaign (10 emails)
  • Lead nurture campaign (10 emails)
  • Done-for-you campaign writing and setup
  • Live 90-minute training call for your marketing team

This package currently costs $10,990. The full implementation usually takes 4-6 weeks. To get started, please book your discovery call.

Andrew Berkowitz, founder & CEO of Suggestion Ox

"We put off updating our trial onboarding campaign for years. It was daunting to find an onboarding strategist, a copywriter, and an email automation expert. Then we found Userlist and they did everything for us. The project went from someday to done in just a few weeks."

Andrew Berkowitz, founder & CEO of Suggestion Ox

Frequently Asked Questions

Will you implement the data integration for me?

No, the technical setup needs to be done by your engineering team. However, we equip them with a detailed Data Tracking Plan and provide a 30-minute Technical call. So they will know exactly what to do.

What if my engineering team doesn't implement the integration in time?

That will greatly reduce your value received, but the services will still be rendered. We will present other deliverables so that you can complete the setup yourself on your own timeline.

Can we skip on some of the calls?

We're all up for optimizing the process, especially if this isn't your first time working with us. However, some calls are the most important — like the one reviewing the storyboard.

Do I have to be a Userlist customer to use your services?

Yes, these done-for-you services are provided exclusively for Userlist customers.

Is there a money-back guarantee?

No, we don't provide refunds after the statement of work has been signed. This is our way to keep you accountable for the project.

Have other questions?

Get in touch anytime at support@userlist.com. We're always out there to help.

Adam Matthews, founder of Apotheo

"I found it hard trying to come up with email marketing ideas myself. The team used a framework for getting results: from data collection to the storyboard, and then to the actual email copy."

Adam Matthews, founder of Apotheo

Ready to take the first step?

Let the email automation experts handle the hard things, while you enjoy the ROI of behavior-based emails throughout your product lifecycle.