You’ve got the signup. Great!
Now what?
The first few days after someone signs up are critical. It’s when excitement is highest — but also when confusion, friction, or radio silence can creep in.
With Google Sheets + PostSheet, you can send personalized onboarding emails that guide new users step-by-step — all from one sheet, without needing a complex automation platform.
Let’s build a better onboarding experience — the easy way.
🚀 Why Onboarding Emails Matter
Done right, onboarding emails can:
✅ Improve product activation
✅ Reduce support requests
✅ Increase conversions from trial to paid
✅ Boost user confidence and satisfaction
✅ Set the tone for your brand
And the best part? With PostSheet, you can make each one feel like it was written just for them.
📋 Step 1: Build Your New User Tracker in Google Sheets
Track new signups and where they are in the onboarding journey:
| Name | Plan Type | Signup Date | Onboarding Step | Custom Tip / CTA | Help Link / Resource | |
| Jamie Wong | jamie@email.com | Free Trial | 2025-05-07 | 1 – Welcome | Set up your first dashboard | link.com/dashboard-help |
| Alex Rivera | alex@email.com | Pro Plan | 2025-05-06 | 2 – Feature Tour | Try the email automation tool | link.com/automation-guide |
Optional columns: Segment, Use Case, Role, Time Zone, “Step Sent” status
✉️ Step 2: Write a Modular Onboarding Email Template in PostSheet
Use the same base message and adjust it based on the Onboarding Step column.
Example:
css
Copy
Subject: Step {{Onboarding Step}} – Getting started with {{Plan Type}}
Hi {{Name}},
Welcome aboard! Here’s your next step in getting the most out of your **{{Plan Type}}** experience.
👉 {{Custom Tip / CTA}}
🔗 Resource: {{Help Link / Resource}}
Need help? Just reply — we’re happy to walk you through anything.
You’ve got this 💪
– [Your Team]
Make the tone encouraging, actionable, and simple. You want to reduce friction, not overwhelm.
🚀 Step 3: Send Step-by-Step Onboarding Emails with PostSheet
- Filter your sheet by Onboarding Step = 1 (or 2, or 3…)
- Connect to PostSheet
- Map fields like {{Onboarding Step}}, {{Custom Tip / CTA}}, and {{Help Link / Resource}}
- Preview your messages — tweak for power users or key segments
- Send, then update Step Sent and increment Onboarding Step for next round
You can run this flow daily, weekly, or whenever new users hit key milestones.
🔁 Bonus: Create a Full Onboarding Journey Without a Drip Tool
Your spreadsheet becomes your onboarding engine:
- Day 1: Welcome + setup
- Day 3: Feature tutorial
- Day 5: Case study or template suggestion
- Day 7: Ask for feedback or upgrade CTA
Just add a “Day Since Signup” column and use filters to target users at each phase.
🧠 Onboarding Use Cases
- 🧑💻 SaaS free trials
- 🛠️ No-code or automation platforms
- 🎓 Online course or membership access
- 🧾 Client onboarding for services or agencies
- 🧠 Community or cohort-based programs
- 🧑🏫 Internal tools onboarding
Wherever people need to “get started,” PostSheet helps you guide them through it.
✅ Why PostSheet Works So Well for Onboarding Sequences
| Problem | PostSheet Solution |
| Tools like Mailchimp are too rigid | ✅ Use Sheets + merge fields for full control |
| Hard to personalize onboarding | ✅ Tailor every step based on role, use case |
| Too many tools needed to run sequences | ✅ One spreadsheet, one simple process |
| Onboarding is inconsistent | ✅ Track progress in your own system |
| Want fast iteration | ✅ Tweak copy or steps right in the sheet |
It’s onboarding that adapts to your business — not the other way around.
💬 Final Thoughts: Help Every User Succeed, One Step at a Time
Great onboarding isn’t a blast campaign.
It’s a journey — one that builds trust, reduces confusion, and gets people to value fast.
With PostSheet, you can guide every new user in a way that’s personal, timely, and scalable.
Try it free →
Build your onboarding sequence with PostSheet
postsheetblog.com 