SaaS Onboarding Email Sequence

Hey {{first_name}},

Welcome to Flowdesk. You just joined 2,400+ teams who stopped doing things manually.

Here's the fastest way to get value in your first session:

The whole thing takes about 10 minutes. Most people are running their first workflow before they finish their coffee.

One thing before you dive in: Flowdesk works best when you connect it to the tools you already use. Head to Settings → Integrations and hook up Slack, HubSpot, or whatever's in your stack.

Any questions — just reply to this email. I read everything.

1. 1.Go to app.flowdesk.io/workflows
2. 2.Click "New Workflow" and choose a template
3. 3.Connect your first integration (takes 60 seconds)
4. 4.Turn it on and watch it run

Hey {{first_name}},

You signed up yesterday but haven't built your first workflow yet. No pressure — just wanted to share what most teams do first.

The most popular starting point: Customer Onboarding.

Here's why it's a good first workflow: it's high-frequency (runs every time a new user signs up), it saves time immediately (no more manual welcome emails or Slack pings), and it's easy to set up — about 15 minutes.

Here's the template we've pre-built for you:

You can use this as-is or customize every step. Most teams run it unchanged for weeks, then tweak once they see the data.

Hey {{first_name}},

Quick one.

What's the single biggest operational bottleneck your team is dealing with right now?

I'm asking because we're heads-down on the roadmap for Q3, and I want to make sure we're building what actually matters to you — not what we think matters.

Just hit reply and tell me. Even one sentence helps.

— Marcus

Hey {{first_name}},

You've got workflows running. That's great — most teams see a 20–30% reduction in manual work at this stage.

But here's what separates the teams getting 2x the value: they connect workflows together.

Example: instead of running your onboarding workflow and your lead nurture workflow independently, you link them. A user who completes onboarding steps 1-3 automatically enters a different nurture track than someone who stalled on step 1.

It sounds complex. It takes about 10 minutes to set up.

Here's how:

1. 1.Open any existing workflow
2. 2.Click the "+" at the end of any step
3. 3.Select "Trigger another workflow"
4. 4.Choose which workflow to trigger and under what conditions

Hey {{first_name}},

Your 14-day trial ends tomorrow.

Here's a summary of what you've built:

To keep everything running without interruption, upgrade before tomorrow at {{trial_end_time}}.

If you're not ready to upgrade — no problem. Your workflows will pause (not delete) and you can pick up where you left off anytime.

If you have questions about which plan is right for you, just reply to this email. Happy to help you figure it out.