User Onboarding Kit

We’ll plan, write, and set up your behavior-based user onboarding workflows. Your new users will activate faster, with less manual work from your team.

2-3 weeks
Project-based
3,990 USD
Why it matters

The outcomes

Walk away with a complete onboarding workflow that activates users automatically, without manual customer success work.

Higher activation rate

Convert more trial users into active, engaged customers from day one

Automated check-ins

Replace manual customer success touchpoints with targeted, behavior-based emails

Timely trial nudges

Reach users at the right moment before their trial expires

Smoother upgrade path

Guide free users toward paid with a workflow built around their behavior

Better new customer experience

Welcome paying customers with a workflow that sets them up for long-term success

Complete onboarding solution

A workflow you can optimize and expand as your product grows

What you'll get

The deliverables

A complete set of workflow assets, written and set up in Userlist, ready to go live.

Storyboarding

Your workflows mapped out and approved, before copywriting begins

Segmentation

Your users segmented based on behavior, ready for targeted workflows

User onboarding workflow

Six emails that guide new users from signup to their first meaningful moment

Trial expiring workflow

Two emails to convert trial users before they slip away (for the free trial model)

Upgrade-to-paid workflow

Four emails that turn free users into paying customers (for the freemium model)

New paying customer workflow

Three emails to welcome and activate customers right after they upgrade

Timeline

The process

Our proven process keeps every engagement on track, with defined steps and clear outcomes at every stage.

  1. Questionnaire

    You share the context we need before the work begins

  2. Payment & legal

    Both parties sign the statement of work and handle the payment

  3. Takeoff call

    A 60-minute Takeoff Call to align on goals and get started

  4. Campaign storyboard

    We map out your onboarding workflow and present it for your approval

  5. Storyboard call

    We review the storyboard together and align on the direction before writing begins

  6. Copywriting

    We write all workflow emails based on the approved storyboard

  7. Workflow setup

    We build and configure all workflows and emails inside Userlist

  8. Handoff call

    A 30-minute call to walk through the deliverables and train your team

Pricing

How much does it cost?

The User Onboarding Kit is currently offered at $3,990 USD. If you’ve purchased a services package from us before, a 10% discount will be applied.

Jane Portman
Benedikt Deicke
Mia Sinek

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.

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