SaaS: onboarding review offer

Subject lines

• The first five minutes in {{company}}(used in the template)
• Your sign-up flow
• The first five minutes in {{company}}

Follow-ups reply in the same thread, so they’re sent as “Re:” the first subject.

The sequence: 2 emails

1. Email 1 · day 1

   The first five minutes in {{company}}

   Hi {{first_name}}, I signed up for {{company}} this week to see the first-run experience. The setup checklist is clear, but I wasn't sure what to do after connecting my data, and I suspect some new users stop there. I run a small consultancy that reviews SaaS onboarding. Would a one-page write-up of what I noticed, with two or three suggestions, be useful? {{sender_first_name}}

2. Email 2 · day 6 (5 days after the previous one, if there’s no reply)

   Re: The first five minutes in {{company}}

   Hi {{first_name}}, The write-up is yours to keep either way. If onboarding is owned by someone else at {{company}}, I'm happy to send it to them instead. {{sender_first_name}}

{{first_name}} and similar are filled from each lead; after a “|” is the text used when the field is empty. Written for a product-led growth consultancy writing to SaaS heads of product.

When to use it

For SaaS companies with self-serve sign-up, where you've tried the product yourself.

Why it works

• Signing up yourself gives you something real and specific to say.
• Product people care about activation, and you're talking about their product, not yours.
• The offer is concrete and small: a short written review.

How to adapt it

• Sign up for each product before sending, and write one real observation per lead (an AI line won't have used the product).
• Replace the review offer with your own way in.