Free Customer Success Tool - Onboarding Email: Your Go-To Resource Hub

This email takes a warm, approachable tone to introduce the customer to their key resources and invite them to reach out with any questions.

Let’s Walk Through [Feature Name] Together!

Hi [First Name],

Hope everything’s going well with [Product/Service] so far! I wanted to invite you to a quick walkthrough of one of my favorite features—[Feature Name]. It’s a game-changer when it comes to [specific benefit].

During our session, I’ll show you:

  • How to get started with [Feature Name].
  • A few tips and tricks to make it even more useful.
  • How it can fit into your daily workflow.

I’d love to hear how you think it could help your team. If that sounds good, you can book a time here: [Link]. 

Talk soon,

[Your Name]

[Your Position]

[Contact Information]

About This Resource

  • Type: Email
  • Category: Onboarding
  • Sub-Category: Providing resources and documentation
  • Effort: Low
  • Requires Budget: No