7 Onboarding Email Best Practices Every SaaS Should Follow
Your onboarding emails are often the difference between a customer who churns and one who stays for years.
tags:EmailOnboarding
Works Everywhere
Features
Turn Exploration into Activation
Power users and beginners need different paths. Dynamic checklists adapt to user behavior, ensuring everyone hits their "aha moment".
Your Users Actually See Your New Features
Built something amazing? Make sure it doesn't go unnoticed. Welcome modals and feature announcements that feel native, not spammy.
The Metrics That Actually Matter
Track completions, drop-offs, and feature adoption without drowning in data. See where users struggle, fix it, watch retention climb. No bloat, just insights.
Stop Losing Users in Their First Week
Step-by-step guidance that appears exactly when users need it. No more confused support tickets asking "how do I...?". Just smooth activation that turns trials into customers.
Support Tickets That Never Happen
Embed answers right where users get stuck. When help is one click away, your inbox stays empty and your users stay happy.
Onboarding That Feels Like It's Yours
Custom colors, fonts, and styling that blend seamlessly. Your users will never know it's a third-party tool. Just native-feeling guidance that builds trust from day one.
Live in 10 Minutes, Not 10 Days
One script tag. That's it. Works with React, Vue, vanilla JS or whatever you're using. No refactoring, no headaches, no waiting on your dev roadmap.
Product Tours
Point, Click, Done:
Product Tours Built in Your Actual App
Forget Chrome extensions and copy-pasted selectors. With Sunboard, you launch your app directly from the tour editor and click the elements you want to highlight. Real-time feedback shows if a selector is unique, and you can instantly jump to parent or child elements. It's visual, it's instant, and it actually works.
Start building Tours
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Visual Tour Structure
Simple editor to view your tours. Reorder steps, or tweak the flow without hunting through menus. What you see is what your users get.
Make It Match Your Brand
Custom colors, fonts and positioning. No templates that "sort of" match your app. Full control over every visual detail so your tours feel native, not bolted on.
No Tools, No Tags, No Waiting
Intelligent element detection built in. No third-party tools, no data attributes, no dev dependency. Add your script, start building tours immediately.
Why Sunboard?
Turn new signups into long-term subscribers.
✓
Users actually try your best features.✓
Onboarding runs on autopilot✓
Support tickets drop by 70%.✓
Ship onboarding in minutes, not sprints.Create Your Account
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Pricing
Starter
For growing teams taking churn seriously
$29.99/mo
✓
250 monthly active users✓
Interactive Product Tours✓
Knowledge base✓
Onboarding Checklists✓
Announcements✓
User Analytics✓
Custom Styling✓
Email Support✗
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Growth
For SaaS products scaling their user base
$49.99/mo
✓
1,000 monthly active users✓
Interactive Product Tours✓
Knowledge base✓
Onboarding Checklists✓
Announcements✓
User Analytics✓
Custom Styling✓
Email Support✓
Hide Sunboard BrandingStart Free Trial
No credit card required!
Pro
For SaaS products maximizing customer value
$149.99/mo
✓
2,000 monthly active users✓
Interactive Product Tours✓
Knowledge base✓
Onboarding Checklists✓
Announcements✓
User Analytics✓
Custom Styling✓
Email Support✓
Hide Sunboard BrandingStart Free Trial
No credit card required!
Free
Best for testing and early-stage projects
$0/mo
✓
50 monthly active users✓
Interactive Product Tours✓
Knowledge base✓
Onboarding Checklists✓
Announcements✓
User Analytics✓
Custom Styling✓
Email Support✗
Hide Sunboard BrandingCreate Your Account
No credit card required!
About
The team (it's just me...)
Over the years I've worked on many software projects, most notably Spotent. But I kept running into the same problem: users were dropping off before they understood the value.
Growth really comes down to managing churn. And the best way to manage churn? Better onboarding. If your users don't understand how your product helps them, they're going to leave. It's that simple.
I built Sunboard because I was tired of choosing between $300/month enterprise tools and building onboarding infrastructure from scratch. Every business deserves the same onboarding power as Fortune 500 companies - without the enterprise price tag.
My goal is simple: give you the tools to reduce churn, increase retention, and finally see the growth you've been working toward.
P.S. - Questions? Just email me directly: sean@sunboardhq.com
Blog
87% of SaaS Companies Don't Use Onboarding Tools. The Industry Is Broken.
Somewhere along the lines these companies realized that charging $50-100k per year was easier than dealing with SMB.
tags:B2BOnboarding
The Reluctant User Problem: Why B2B SaaS Onboarding Is Nothing Like B2C
Here's the uncomfortable truth about B2B SaaS onboarding: Half your users don't want to be there. Here is how you change their minds!
tags:B2BOnboarding
The Bootstrapped Founder's 10 Commandments of Customer Onboarding Best Practices
Great customer onboarding isn't about having the biggest budget or fanciest tools. It's about helping users succeed with your product as quickly and simply as possible.
tags:budget softwarestartup