Customer onboarding
Teach new customers, don't just nudge them.
A course-shaped onboarding sequence, timed from each customer's own signup. Lessons that explain the product, quizzes that show whether it landed, and progress you can see per account.
The problem
Most onboarding emails ask; they don't teach
The standard sequence is a series of prompts: finish your profile, invite your team, try this feature. They work on the customers who were going to succeed anyway. The ones who churn usually did not fail to click a button. They never understood what the product was for, and no amount of nudging fixes that.
A course answers the other question. It explains the thing, then checks whether the explanation worked, and tells you which accounts it did not work for.
The distinction
A course, not a drip campaign
Both send email on a schedule. They are built for different jobs, and the difference shows up in what you can learn from them.
A drip campaign
- Optimises for a click or a conversion.
- Measures opens and click-through.
- Branches on behaviour: did they click, did they log in.
- Has no notion of whether anything was understood.
A course
- Optimises for comprehension, then for the action that follows it.
- Measures answers as well as opens.
- Waits: the next lesson can hold until this quiz is answered.
- Ends, with something completed and evidenced.
Plenty of teams run both, for different things. This is not a replacement for lifecycle marketing. It is what you use when the goal is for someone to understand the product rather than to click something in it.
Starting it
Enrol from signup, from your CRM, or from a closed deal
On signup
Call the organization API when an account is created, and lesson one goes out from that moment.
From your CRM
Trigger enrolment from a stage change or a closed deal through Zapier, without writing anything.
A whole team at once
For a customer rolling you out internally, enrol every seat rather than onboarding the champion and hoping it spreads.
What you learn
Which accounts are stuck, and on what
Quiz answers tell you more than open rates do. A question most customers get wrong is a part of the product most customers do not understand, and that is a product finding as much as an onboarding one. A customer who stops answering at lesson three is a support conversation worth having before the renewal, not after.
Lessons reach people who will never open an in-app tour, on any connection, and stay readable in the inbox afterwards, which is where most people go looking when they need the explanation a second time.
Onboard customers with something they can learn from.
Write the sequence once and start it from your own signup flow.
14 days free, from your first learner. No credit card required.