Email User Onboarding Flow
Use for: Building and visualizing your welcome email flow
Installs, sign ups, and demos mean nothing if you can’t keep your users — which makes your onboarding email campaign incredibly important.
We use this template to outline our Email user flow from start to finish. For a successful strategy, it helps us:
- Set a goal for each email in the series
- Set timing for each email
- See the entire flow at once
From here, you can start thinking about copy, CTAs, and design for each email, benchmark performance, and start testing. This structure has helped us get higher retention rates and increase revenue.
Bonus Template: If you don’t have an onboarding flow for new customers or leads, this email marketing planning template from Hubspot is handy for planning marketing and transactional emails.
See our other Spreadsheets
7. Influencer Marketing Template (Influencer)
Use for: Managing and tracking your Instagram influencer marketing campaign
9. Google Ads Keyword Audit (Paid)
Use for: Efficiently auditing your PPC keywords & search queries to identify top performers based on ROAS.
