SaaS Onboarding Drip Campaign Flow
Automated email sequence to guide new trial users through to paid customer conversion.
Build an email onboarding flow that increases trial activation rates and reduces time-to-value, leading users to the product's 'aha moments'.
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Prompt objective
Build an email onboarding flow that increases trial activation rates and reduces time-to-value, leading users to the product's 'aha moments'.
Real use case
Projettus, a project management SaaS for agencies, gets 400 trials per month but only 8% convert to paying customers. Most abandon within the first 3 days without completing the initial setup of their first project.
Customize these fields first
Replace the placeholders with your own context before you run the prompt. That usually improves the first output more than adding more instructions later.
Prompt
Create a complete onboarding drip campaign for [SAAS NAME], a [NICHE] platform with a [NUMBER]-day trial. Context: - Monthly trials: [NUMBER] - Current conversion rate: [PERCENTAGE]% - Identified aha moment: [ACTION THAT INDICATES VALUE: e.g., 'create first project with 3+ tasks'] - Automation platform: [PLATFORM: RD Station/ActiveCampaign/HubSpot/Mautic] - Most popular plan: $[AMOUNT]/month **10-email flow over [NUMBER] days:** **Day 0 (immediate) — Welcome:** - Subject line (3 variations) - Focus: Simplest possible first step - CTA: Complete basic setup - Include 60-second video **Day 1 — Quick Win:** - Subject line (3 variations) - Focus: Show value in 5 minutes - CTA: Complete the first value action **Day 2 — Usage Tip:** - Subject line (3 variations) - Focus: Feature that 80% of power users leverage - CTA: Activate the feature **Day 3 — Social Proof:** - Subject line (3 variations) - Focus: Case study from similar-sized company - CTA: View full case study **Day 5 — Check-in:** - Conditional: If aha moment NOT completed - Empathetic subject line - Offer for personalized demo **Day 7 — Halfway Point:** - Subject line with light urgency - Recap of what's been accomplished vs. what remains - CTA: Explore advanced features **Day 9 — Testimonial:** - Subject line with social proof angle - Video or quote from relevant customer - CTA: Choose your plan **Day 11 — Comparison:** - Direct subject line - Table: What you lose going from trial to free - CTA: Upgrade now **Day 13 — Offer:** - Conditional: If NOT yet converted - Subject line with incentive - First-month discount or extended trial - CTA: Claim offer **Day 14 — Last Day:** - Urgency subject line - Recap of everything that will be lost - Final CTA: Subscribe or export data **For each email, include:** - Complete copy ready to implement - Send conditions (behavioral triggers) - Exit conditions (when to remove from flow) - Fallback if previous action was completed **Tracking metrics:** - Funnel: Emails sent → Opened → Clicked → Action completed → Converted - B2B SaaS benchmarks - Suggested monitoring dashboard
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How to use this prompt
- 1Replace the key placeholders first: SAAS NAME, NICHE, NUMBER, PERCENTAGE.
- 2Replace any bracketed placeholders like [this] with your own context.
- 3Add extra background information when you want more tailored results.
- 4Combine multiple prompts in one conversation when you need a richer output.
- 5Save your best-performing prompts so they are easy to reuse later.
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