Customer Onboarding Sequence

# Customer Onboarding Sequence

Design a reviewable onboarding sequence tied to activation milestones.

1Overview

A trigger/action map, message drafts and an activation measurement plan.

2Requirements

Provide product milestones, user permissions and the existing messaging system.

3Steps

1. 1. Define activation as an observable customer outcome, not merely opening an email.

2. 2. Map each milestone to a permitted trigger, message and stop condition.

3. 3. Draft messages that name the next product action without claiming completion that has not happened.

4. 4. Test the sequence with a sandbox account, including duplicate triggers and unsubscribe/suppression behavior.

5. 5. Review the evidence before enabling the sequence in your actual messaging system.

4Worked example

6. Input

```text Activation: first client invoice created. User has registered but has not created an invoice. Stop reminders after activation or opt-out. ```

7. Expected result

```text Trigger: registration without first invoice. Message: show the invoice-template action. Stop: first invoice event or opt-out. Test: duplicate registration event must not send duplicate welcome messages. Status: design; no message has been sent. ```

5Acceptance checks

Activation and opt-out both stop reminders; retries cannot create repeated sends.

6Limits

No email integration or credentials are bundled. Delivery and consent behavior must be tested in the selected system.

7Suggested tools

• Your AI assistant: Draft the sequence and edge cases
• Notion or your existing workspace: Document the trigger and suppression map