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User Onboarding Script

Script

IDEAL FOR

Founders and product teams designing a seamless onboarding experience that ensures new users quickly understand and see the value of the product.

MVP Stage

User Retention

Best For
SCRIPT

Welcome & Context

Delivery: First Email, In-App Message, or Chatbot Prompt

"Hey [First Name], welcome to [Product Name]! 🚀

We built [Product Name] to help you [primary benefit], and you’re minutes away from making that happen.

Here’s how to get started (it’ll take less than 2 minutes):

  • [Quick action] – Do this first to get instant value.

  • [Next step] – Unlock your first [result or outcome].

  • [Final step] – Customize your experience.

[CTA Button: Get Started]"

Quick Win Setup

Delivery: First Step of Onboarding Flow (In-App, Chat, or Walkthrough Video)

"Let’s get your first [result] in under a minute."

  1. Step 1: [Simple action – upload file, connect account, enter details].

  2. Step 2: [Confirmation message with progress bar].

  3. Step 3: [Immediate, tangible benefit – preview report, see first result].

"Boom. You’re in. No friction, no overwhelm."

Key Features Overview (Without Overloading Them)

Delivery: Interactive Walkthrough or Video Demo

"Here’s where the magic happens:

  • [Feature 1] – Helps you [specific outcome].

  • [Feature 2] – Use this to [make something easier/faster].

  • [Feature 3] – Power users love this because [biggest benefit].

No need to learn everything now—we’ll guide you as you go."

Personalization & Engagement

Delivery: In-App Prompt or Email Follow-Up After First Use

"Let’s make [Product Name] yours.

  • Set up your preferences to get the most relevant experience.

  • Invite your team so you’re not doing this solo.

  • Check out [next feature]—this one’s a game-changer.

[CTA Button: Personalize Your Account]"

Next Steps & Retention Hooks

Delivery: Final Onboarding Step & Follow-Up Email (24-48 Hours Later)

"You’re officially set up—now let’s make sure you get the most out of [Product Name].

Here’s what’s next:

  • Get your first [result] – Try [core action] today.

  • Join our [community, Slack, webinar] – Learn from power users.

  • Book a 1:1 call – Need help? We’ve got you.

You’re just getting started—[Product Name] will keep getting better the more you use it. Let’s go!"

[CTA Button: Start Using [Product Name]]

BEST USED FOR

Automated onboarding sequences, live onboarding calls, in-app walkthroughs, email drip campaigns, chatbot onboarding.

USE CASE

Ensures that first-time users don’t just sign up—they stick around. It’s built to eliminate confusion, create instant value, and drive engagement from the moment a user signs up.

A bad onboarding experience = churn.

A great one = retention, referrals, and revenue.

REALITY CHECK

Your users don’t want a tour—they want results. If onboarding feels like work, they’ll bounce. Cut the fluff, give them a quick win, and make them feel unstoppable from Day 1. If they don’t see value immediately, they won’t come back.