Step 5 of 6 83% complete

Success Check-In

Day 10-14: Proactive outreach

Check in before they encounter problems:

  • Progress acknowledgment - Recognize what they have accomplished
  • Open-ended question - How is everything going so far?
  • Offer help - 1:1 call or live chat availability
  • Resource sharing - Relevant case study or best practice

This email should feel personal, not automated. Use plain text formatting and a conversational tone.

Pay attention to replies - they reveal opportunities to improve onboarding and prevent churn.