A new SaaS customer forgets most of a single dense onboarding email within a day. An Accordion breaks setup into expandable steps, and a short Quiz confirms the essentials actually landed — spread across a sequence timed to each account's own signup date instead of one overwhelming welcome email.
The problem with a single "getting started" email isn't its content — it's that everything arrives at once, before the recipient has any context for why most of it matters yet.
Break the checklist into expandable steps
An Accordion turns a setup checklist into sections that stay scannable instead of a wall of instructions — connect your data, invite your team, configure your first project, each collapsed until it's relevant.
Link straight into the product
A Button on each step links directly into the relevant screen in your app, tracked in the click heatmap so you can see exactly where accounts stall in the setup flow.
Confirm it actually landed
A short Quiz on the essentials — where's billing, what does the current plan include — gives an automatic pass/fail signal without requiring a support conversation to find out.
Time it to each account, not a calendar date
A recurring send with an audience filter like "signed up 3-7 days ago" re-evaluates against your accounts data source on every run, reaching each account relative to their own signup date, however staggered actual signups are.
Getting started
Split onboarding into a short sequence rather than one email. Add an Accordion checklist with Buttons into the product, and a Quiz confirming the essentials landed. Use a recurring send with a signup-relative audience filter to time each step correctly.