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SaaS onboarding email sequence examples

informationalSoftware & SaaSAnalyzed 07/01/2025

AI Search Visibility Analysis

Analyze how brands appear across multiple AI search platforms for a specific query

Query Report Analysis Visualization
High Impact

Total Mentions

Total number of times a brand appears

across all AI platforms for this query

Reach

Platform Presence

Number of AI platforms where the brand

was mentioned for this query

Authority

Linkbacks

Number of times brand website was

linked in AI responses

Reputation

Sentiment

Overall emotional tone when brand is

mentioned (Positive/Neutral/Negative)

Brand Performance Across AI Platforms

3
Platforms Covered
16
Brands Found
33
Total Mentions
BRANDTOTAL MENTIONSPLATFORM PRESENCELINKBACKSSENTIMENTSCORE
1HubSpot
6
3
95
2Asana
3
0
77
3Airtable
2
0
65
4Todoist
3
0
64
5Moosend
3
0
64
6Buffer
2
0
60
7SE Ranking
2
0
60
8DocuSign
2
0
60
9ActiveCampaign
2
0
60
10Sleeknote
2
0
60
11Jasper
1
0
55
12Grammarly
1
0
55
13Canva
1
0
55
14Shopify
1
0
55
15Trello
1
0
55
16Sonos
1
0
55
Referenced Domains Analysis
All 30 domains referenced across AI platforms for this query
ChatGPT
Perplexity
Google AIO
ChatGPT:
1
Perplexity:
2
Google AIO:
2
5
ChatGPT:
1
Perplexity:
1
Google AIO:
1
3
ChatGPT:
0
Perplexity:
0
Google AIO:
2
2
ChatGPT:
0
Perplexity:
1
Google AIO:
1
2
ChatGPT:
0
Perplexity:
0
Google AIO:
1
1
ChatGPT:
0
Perplexity:
0
Google AIO:
1
1
ChatGPT:
0
Perplexity:
0
Google AIO:
1
1
ChatGPT:
0
Perplexity:
0
Google AIO:
1
1
ChatGPT:
0
Perplexity:
0
Google AIO:
1
1
ChatGPT:
0
Perplexity:
0
Google AIO:
1
1
ChatGPT:
0
Perplexity:
1
Google AIO:
0
1
ChatGPT:
0
Perplexity:
0
Google AIO:
1
1
ChatGPT:
0
Perplexity:
0
Google AIO:
1
1
ChatGPT:
0
Perplexity:
1
Google AIO:
0
1
ChatGPT:
0
Perplexity:
0
Google AIO:
1
1
ChatGPT:
0
Perplexity:
0
Google AIO:
1
1
ChatGPT:
0
Perplexity:
0
Google AIO:
1
1
ChatGPT:
0
Perplexity:
0
Google AIO:
1
1
ChatGPT:
0
Perplexity:
0
Google AIO:
1
1
ChatGPT:
0
Perplexity:
0
Google AIO:
1
1
ChatGPT:
0
Perplexity:
1
Google AIO:
0
1
ChatGPT:
0
Perplexity:
0
Google AIO:
1
1
ChatGPT:
1
Perplexity:
0
Google AIO:
0
1
ChatGPT:
1
Perplexity:
0
Google AIO:
0
1
ChatGPT:
0
Perplexity:
1
Google AIO:
0
1
ChatGPT:
1
Perplexity:
0
Google AIO:
0
1
ChatGPT:
1
Perplexity:
0
Google AIO:
0
1
ChatGPT:
1
Perplexity:
0
Google AIO:
0
1
ChatGPT:
0
Perplexity:
0
Google AIO:
1
1
ChatGPT:
0
Perplexity:
0
Google AIO:
1
1

Strategic Insights & Recommendations

Dominant Brand

HubSpot emerges as the most frequently referenced brand across platforms, with its personalized onboarding approach featuring interactive elements and comprehensive user guidance being highlighted as a leading example.

Platform Gap

ChatGPT provides the most extensive brand examples with 10 companies, while Perplexity offers strategic analysis with comparison tables, and Google AIO focuses more on structural frameworks and best practices.

Link Opportunity

There's a significant opportunity to create comprehensive guides linking to specific onboarding email templates and case studies from the mentioned brands, particularly around conversion optimization strategies.

Key Takeaways for This Query

Successful SaaS onboarding sequences typically include 6-7 emails covering welcome, feature highlights, guided setup, value reinforcement, and re-engagement strategies.

Leading brands like HubSpot, Todoist, and DocuSign use different approaches - from daily habit-forming emails to security-focused educational content and discount offers.

Personalization, clear CTAs, behavior-based sequencing, and proper timing are critical success factors, with 60% of users not opening emails initially requiring follow-up strategies.

The most effective sequences focus on customer success and quick wins rather than early sales pitches, with urgency tactics reserved for trial expiration periods.

AI Search Engine Responses

Compare how different AI search engines respond to this query

ChatGPT

5524 Characters

BRAND (10)

HubSpot
Buffer
SE Ranking
Asana
Airtable
DocuSign
ActiveCampaign
Todoist
Moosend
Sleeknote

SUMMARY

ChatGPT provides comprehensive examples from 10 leading SaaS companies including HubSpot, Moosend, Todoist, DocuSign, ActiveCampaign, SE Ranking, Sleeknote, Buffer, Airtable, and Asana. Each example details specific email sequences, strategies, and results. HubSpot uses personalized interactive elements, Moosend employs a 7-email sequence with progress bars, Todoist sends daily emails for habit formation, and DocuSign addresses security concerns while offering discounts. The response emphasizes personalization, education, engagement, and conversion optimization as key strategies.

Perplexity

4330 Characters

BRAND (9)

Jasper
Grammarly
HubSpot
Canva
Asana
Airtable
Shopify
Trello
Sonos

SUMMARY

Perplexity offers a comprehensive guide with a 6-step onboarding structure and detailed examples from 7 brands including Grammarly, Trello, Canva, Shopify, Sonos, Jasper, and Asana. It provides a comparison table highlighting each brand's unique approach, from social proof to personalization. The response emphasizes avoiding early sales pitches, using follow-up emails for 60% who don't open initially, creating urgency near trial end, and tracking user progress for segmentation.

Google AIO

2798 Characters

BRAND (1)

HubSpot

SUMMARY

Google AIO provides a structured breakdown of typical SaaS onboarding email sequences, outlining 7 key email types: welcome, email verification, feature introduction, benefit explanation, feedback request, advanced features, and re-engagement. The response focuses on best practices including personalization, clear CTAs, concise copy, behavior-based sequencing, proper timing, and analytics tracking. It emphasizes creating positive first impressions, helping users achieve quick wins, and preventing churn through strategic re-engagement.

REFERENCES (23)

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