1. Welcome Series (3–4 Emails)

Email Goal Subject Line Example CTA
Welcome Set expectations, humanize brand “Welcome to [Brand]! Here’s what to expect” “Explore the dashboard”
Problem Awareness Address pain point “Why remote teams are ditching daily standups” “See how it works”
Social Proof Build trust “How [Customer] saved 10 hours a week with us” “Read the case study”
Nudge Drive first action “You’re one step away from async bliss” “Start your first update”

2. Onboarding / Activation Series

Email Goal Trigger Subject Line
Setup Success Help user take first meaningful step Account created “Here’s how to get value in 5 minutes”
Feature Highlight Promote sticky feature Day 3 or 4 “This one feature teams love most”
Reminder / Nudge Bring inactive user back No activity 3+ days “Still setting things up? We can help”

3. Trial → Paid Conversion

Email Goal Timing Subject Line
Upgrade Prompt Convert trial user to paid Trial day 10 “You’ve seen the power — keep going”
Compare Plans Clarify offer Trial day 12 “Pro vs Free: What do you really get?”
Final Nudge Create urgency Trial ends in 1–2 days “Last chance to keep your progress”

4. Nurture / Retention

Email Type Goal Example
Monthly Product Update Keep users engaged and informed “New in [Product]: Timeline View”
Educational Upskill user, build trust “How to build async rituals in your team”
Case Study Show outcomes “How [Customer] scaled with [Product]”

5. Re-engagement

Email Trigger Subject Line
We Miss You 30+ days inactive “It’s been a while — let’s catch up”
Product Update Feature that solves a pain “This one’s for teams like yours…”

Final Notes for Beginners