How to build welcome sequences

Create automated onboarding flows that introduce new subscribers to your brand. Deliver value and next steps immediately after signup.

How to build welcome sequences

Introduction

The first email after signup sets the tone. A generic "thanks for subscribing" wastes the moment. A proper welcome sequence delivers immediate value, sets expectations, and guides people toward the next action booking a call, starting a trial, or reading key resources. This chapter shows you how to map your welcome sequence, write emails that engage instead of just informing, and configure automation triggers and delays that feel natural instead of robotic.

Map your welcome sequence structure clearly

Write emails that deliver immediate tangible value

Configure automation triggers and email timing

Test and optimise based on engagement metrics

Conclusion

Next chapter

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Playbook

How to set up marketing automation

Manual lead management breaks at scale. Automation captures every lead, scores them by intent, and keeps them warm until they're ready to buy all whilst you sleep.

See playbook
How to set up marketing automation
Tools

Relevant tools

HubSpot
Tool

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

ActiveCampaign
Tool

ActiveCampaign

ActiveCampaign combines email marketing, CRM, and marketing automation with sophisticated workflows and lead scoring for B2B companies.

Klaviyo
Tool

Klaviyo

Klaviyo provides email and SMS marketing built specifically for e-commerce with deep Shopify integration and revenue attribution.

Brevo
Tool

Brevo

Brevo provides email marketing, SMS campaigns, and marketing automation with transactional email capabilities for growing businesses.

Mailchimp
Tool

Mailchimp

Mailchimp provides email marketing with automation, landing pages, and basic CRM features designed for small businesses and beginners.

Customer.io
Tool

Customer.io

Customer.io sends targeted messages across email, SMS, and push notifications triggered by user behaviour and product data for SaaS companies.

Growth wiki

Growth concepts explained in simple language

Wiki

Email sequence

Automate multi-touch email campaigns that adapt based on recipient behaviour to nurture leads consistently without manual follow-up from reps or marketers.

Wiki

Workflow automation

Connect triggers to actions across systems so repetitive tasks happen automatically and teams can focus on work that requires judgement instead of admin.

Wiki

Trigger

Define events that start automation workflows so the right message reaches people at the right moment based on their actual behaviour not arbitrary timing.

Wiki

Drip campaign

Send a series of scheduled emails that educate prospects over time to stay top-of-mind without overwhelming them with aggressive sales pitches.