Onboarding Email Sequence (7-Touch)

What's inside

• 7-touch onboarding flow — exact day-counts, triggers, and exit criteria
• Email templates for each of the 7 touches — welcome, value education, social proof, feature activation, milestone celebration, expansion, decision point
• Behavioral branching rules — what changes if a user activates vs. doesn't
• Segment-by-segment cadence — different rhythms for B2B trial vs. DTC subscription vs. mobile app
• Activation KPI scorecard — what to measure at each touch
• Customer.io / Klaviyo / Braze build notes — how to map this to each platform

Who this is for

• SaaS / app brands with free trial → paid conversion
• DTC subscription brands in the first 30 days post-purchase
• Marketplace brands needing first-action activation
• Lifecycle marketers stuck with a 3-email "welcome series" that's under-performing

How to use it

1. Diagnose your current onboarding — where do users drop off? (Use the activation funnel template included.)
2. Map your 1-2 activation events — the specific behaviors that predict retention
3. Set up the 7-touch sequence — clone the templates, customize copy for your brand voice
4. Branch by activation status — different paths for "got it" vs. "still figuring it out"
5. A/B test touches 2 and 5 — the highest-leverage variables

Why Propel built this

At Propel, we've run lifecycle programs for 80+ B2C brands across fintech, healthtech, marketplaces, and ecommerce. This artifact distills the framework we'd build for you on day one of an engagement — battle-tested, opinionated, and tuned for incremental lift over vanity metrics.

Want help implementing?

Book a free 30-minute strategy call. We'll audit your current setup, identify the highest-leverage fix for your specific business, and show you what a Propel engagement would look like.

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