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I will write a saas onboarding email sequence that reduces churn
Customer Success and Retention Specialist B2B SaaS
Customer Success Manager with 9 years in B2B SaaS, currently handling enterprise accounts across two software products in HubSpot and Salesforce.
I turn the messy parts of SaaS retention into systems...
About this Gig
Most SaaS churn happens in the first 30 days, before the customer ever sees what your product does well.
I'm a Customer Success Manager with 9 years in B2B SaaS. I've run customer onboarding for enterprise accounts across two software products, and I write onboarding email sequences based on what moves a new user to their first win, not on generic templates.
WHAT YOU GET
- A full onboarding email sequence, written and ready to paste in
- Subject lines and preview text for every email
- A send schedule mapped to your activation milestones
- A trigger map showing which email fires on which user action
- Copy formatted for HubSpot, Mailchimp, Customer.io, or any ESP
HOW IT WORKS
1. You send me your product, your ideal customer, and where users drop off
2. I map your activation milestones and the moments users get stuck
3. You get the sequence in 3 to 6 days in a doc you can edit
WHY ME
Customer retention is my day job, not a side skill. I've handled onboarding, escalations and renewals for enterprise SaaS customers, so I know which emails get opened and which get ignored.
Not sure if this fits your product? Message me first and I'll tell you straight.
Language:
English
Type:
Welcome emails
•
Email Sequences
•
Follow-Up Emails
Delivery style preference
Please inform the freelancer of any preferences or concerns regarding the use of AI tools in the completion and/or delivery of your order.
My Portfolio
FAQ
Do you only write for B2B SaaS?
SaaS and subscription software is where I work daily, so that's where I'm strongest. I'll take B2C subscription products and software-adjacent services too. For ecommerce or physical products I'd point you to someone who lives in that world, because onboarding there is a different problem.
Which email platforms can you format for?
HubSpot, Mailchimp, Customer.io, Intercom, Klaviyo, ActiveCampaign, Braze, and anything else that accepts plain text or HTML. You get the copy in an editable doc plus build notes for your specific platform, so whoever sets it up isn't guessing.
What if I don't know my activation milestones?
That's normal and it's part of the job. Send me your product, your onboarding flow, and whatever usage data you have. I'll define the milestones as part of the order and explain the reasoning, so you can argue with them if you disagree.
Do you write the emails or just plan them?
Both. You get finished copy, ready to paste in, not an outline or a strategy deck. Subject lines, preview text, body copy, and the trigger logic for when each email sends.
Can you continue past onboarding?
Yes. Renewal sequences, win-back campaigns, expansion and upsell flows, and health-based lifecycle emails. Message me and I'll send a custom offer rather than making you buy a package that doesn't fit.
