Free Customer Success Tool - Adoption and Enablement Email: Check-In: How Are We Tracking?
This email is concise and focused on ensuring the customer is on track to meet their goals, with a clear call to action to schedule the check-in.
Welcome to [Company Name] – We're Here to Help!
Hi [First Name],
Welcome to [Company Name]! We’re so excited to have you on board and can’t wait to help you achieve [specific goal, e.g., "streamlined project management" or "better customer insights"].
Starting something new can feel overwhelming, but don’t worry—we’re here to make this process smooth and straightforward.
Here’s what’s next:
- Access your account here: [Link].
- Schedule your onboarding session here: [Link].
If you have any questions, need clarification, or just want to say hi, I’m always just an email away.
Looking forward to partnering with you!
Warm regards,
[Your Name]
[Your Position]
[Contact Information]
About This Resource
- Type: Email
- Category: Adoption and Enablement
- Sub-Category: Regular check-ins to review progress
- Effort: Low
- Requires Budget: No