Churn often starts in the first 30 days. When onboarding is vague, customers feel unsure, and unsure customers leave. A simple onboarding email sequence creates momentum, sets expectations, and prevents the early confusion that kills retention.

Email one should go out immediately after the deal closes. It confirms the decision, outlines the first steps, and introduces the owner. Keep it short. The goal is to reassure the customer that the process is already moving.

Email two arrives 24 hours later with a checklist. List the three to five items the customer must provide: access, data, point of contact, and any internal approvals. A checklist removes ambiguity and accelerates kickoff.

Email three is the kickoff agenda. Share a short agenda, expected outcomes, and who should attend. This reduces meeting drift and signals that you run a tight process.

Email four is the first win. Within the first week, deliver something tangible: an audit summary, a baseline report, or a quick fix. Then write a short email that summarizes the win in plain language. Early wins are the fastest way to build confidence.

Email five explains the cadence. State how often you will provide updates, where status will be visible, and how to request changes. This prevents random pings and builds a predictable rhythm.

Email six is the 30-day review invite. It should arrive around day 21 and frame the review as a progress checkpoint, not a performance evaluation. The review keeps the relationship proactive and sets the stage for renewal.

Keep the sequence short, friendly, and action-oriented. Each email should have one goal and one next step. When onboarding is consistent, customers engage earlier, and early engagement is the strongest predictor of retention.