How to Use PostSheet for Customer Onboarding Emails

A smooth onboarding experience sets the tone for everything that follows.

Whether you’re a SaaS startup, agency, coach, or course creator, that first email (or set of emails) after someone signs up, subscribes, or purchases is your chance to:

✅ Build trust
✅ Set expectations
✅ Share resources
✅ Get people to take action

With PostSheet + Google Sheets, you can create and send personalized onboarding emails at scale — without relying on complex tools, sequences, or code.

Let’s dive into how to do it.

🧭 Why Onboarding Emails Are So Critical

People are most engaged right after signing up.

A strong onboarding flow helps you:

Reduce churn
Improve retention and activation
Get more people to the “aha” moment
Answer common questions before they come up
Make new customers feel confident and supported

But too often, onboarding emails are:

❌ Delayed
❌ Generic
❌ One-size-fits-all
❌ Written once and forgotten

PostSheet makes onboarding timely, personal, and scalable.

📋 Step 1: Build Your Onboarding Tracker in Google Sheets

Create a sheet that logs new customers or users, along with key personalization fields:

Name	Email	Plan	Signup Date	Assigned CSM	Getting Started Link
Jamie Wong	jamie@email.com	Premium	2025-04-16	Alex Rivera	start.link/jamie-premium
Alex Rivera	alex@email.com	Free Trial	2025-04-15	–	start.link/alex-trial

Optional fields:

Company
Use case
Days since signup
Onboarding stage (e.g. “Pending setup”, “Completed step 1”)

✉️ Step 2: Write Your Onboarding Email Template in PostSheet

Start with a message that covers the essentials and feels human.

Example:

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Copy

Subject: Welcome to {{Plan}} – Let’s get started

Hi {{Name}},

Thanks for signing up for the {{Plan}} plan! We’re excited to have you on board.

Here’s your custom onboarding link: {{Getting Started Link}}

If you have any questions, your success manager is {{Assigned CSM}} — feel free to reach out anytime.

We’ll be checking in soon, but in the meantime, take a few minutes to explore the dashboard and complete your first task.

Let’s build something great together.

– [Your Company Name]

PostSheet automatically adapts the message per user — no need to rewrite it every time.

⏰ Step 3: Send (or Schedule) Your Onboarding Campaign

Once your sheet is populated and your template is built:

Create a new PostSheet campaign
Connect your onboarding spreadsheet
Map fields like {{Name}}, {{Plan}}, and {{Getting Started Link}}
Preview messages to make sure everything feels right
Send immediately or schedule to send 24–48 hours after signup

You can send 1:1 messages to new users — or batch out 10, 50, or 500 with the same care.

🔁 Bonus: Multi-Step Onboarding Sequences

Want to go beyond a single email? Use PostSheet to send:

Day 1: Welcome message + onboarding link
Day 3: “Here’s how to complete setup” email
Day 7: “Book your onboarding call” invite
Day 14: “Reminder: Activate your account” email

Just track “Signup Date” or “Stage” in your sheet and filter accordingly.

🧠 Tips for Better Onboarding Emails

Use merge fields for a human touch
Link to helpful docs, tutorials, or videos
Assign a real contact (CSM, coach, etc.)
Ask one clear question or call-to-action
Keep the tone warm and friendly — not overly polished

Example CTA:

“Hit reply if you’re not sure where to start — we’ve got your back.”

💡 Use Cases Beyond SaaS

While onboarding emails are essential for software products, this workflow also works great for:

🧑‍🏫 Course creators – Welcome students and guide them through the curriculum
🎯 Coaches – Set expectations and share prep work
🛍️ Ecommerce – Help customers get the most out of a new product
🧾 Freelancers / agencies – Kick off new client relationships with links and next steps

Wherever there’s a “Welcome, now do this” moment — PostSheet makes it personal.

✅ Final Thoughts: Start Strong and Keep Them Engaged

The first message your customer receives sets the tone. PostSheet helps you get it right — at scale.

You don’t need complex automations or marketing software. Just a spreadsheet, a smart template, and a few clicks.

Start your onboarding flow today →
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