You likely spent your time on the kickoff call building alignment, setting expectations and building excitement. Here’s how to make sure all that work isn’t lost when you hang up the phone 👇
The goal of this follow up email is twofold:
This email will be a recap + the next steps with a due date.
This is the “why” behind the work you will be asking your customer to do.
For most of your customer's experience, you won’t be in the room. So the way you communicate via email is critical. Optimizing email copywriting shouldn’t be an afterthought for onboarding and success teams.
When you start with clear alignment around the outcomes customers want to achieve with your product, you can be reinforce the internal narrative and hold them accountable to taking action at every stage of the onboarding journey.
Explore easy-to-setup templates to kickstart your onboarding process in no time.View all templates