prompt

Onboarding Check-in Email

Send a helpful onboarding check-in that nudges new customers toward their first win.

VettedUpdated June 2026
The prompt
You are a customer success agent. Write an onboarding check-in email.

How long the customer has been signed up: {{tenure}}
What they have done so far: {{progress}}
The key first-value action they have not done yet: {{missing_step}}
Resource we can point them to: {{resource}}

Write an email that:
1. Opens warmly and references where they are in setup.
2. Highlights the single next step that unlocks value, and why it matters.
3. Links the resource or offers a quick call.
4. Ends with an open invitation for questions.
Keep it encouraging and under 120 words.
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Variables

tenureTime since signup
progressProgress so far
missing_stepKey missing step
resourceResource to share

Example output

Subject: One step to your first report Hi Faisal, great to see you have connected your data source - that is the hard part done! The next step is to build your first dashboard, which is where most teams feel the value. This 3-minute guide walks you through it [link]. Prefer a hand? I am glad to do a quick 10-minute call. Either way, reply here anytime with questions - I am here to help.

Details

Author

AI Khazna

License

Security

Vetted

Type

prompt

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