New Customer Onboarding
Turn a first buy into a lasting relationship
- Product education and usage tips sequence
- Brand story and values introduction
- Community and social proof emails
- Upsell-ready by email 4
- Delivery
- 5–7 business days
- Scope
- 3–5 emails
Sent to our team with your order — we confirm everything on your kickoff call before we build. Extra emails are $80 each.
No sales call required to buy.
Prefer to talk first? Book a free call
What happens after you order
No mystery, no chasing. Here is exactly how it goes from order to live.
- 1
Place your order online
Buy directly from this page — no sales call, no back-and-forth quoting.
- 2
We email you within 4 working hours
You get a confirmation from our team with next steps and a short intake form.
- 3
You share access & assets
Send over the account access and brand assets listed below so we can start immediately.
See exactly what we need ↓ - 4
We build it
Strategy, copy, design, and build — typically delivered in 5–7 business days.
- 5
Review, activation & handoff
You review everything before it goes live. We activate it and hand over documentation.
Want to talk it through first? Book a free kickoff call — or tick the box at checkout and we'll send you the link.
What It Is
Beyond the transactional "your order shipped" emails, new customers get very little from most brands — no story, no education, nothing preparing them for a second purchase. This flow fills that gap: it builds a genuine relationship with new customers in the days and weeks after their first order, so the second purchase feels like a natural next step rather than something you have to chase.
We map an onboarding strategy specific to your product and brand, write 3–5 emails that share your story and educate customers on getting the most from what they bought, and design them to match your brand voice and visual identity. Product education is woven in wherever it genuinely helps, not bolted on as an afterthought.
Full scope for $199: strategy and email map, copywriting, design, the automation build, and QA before activation — delivered in 5–7 business days. Once live, it fires automatically for every new customer without further setup.
Who It's For
- You currently only send order-confirmation and shipping emails with no relationship-building content after that
- Your product benefits from education after purchase — how to use it, care for it, or get the most out of it
- You want new customers to know your brand story and values, not just receive transactional updates
- You're preparing to layer on a Post-Purchase Flow or VIP program and want the onboarding foundation in place first
Probably not for you if
- You want review collection and cross-sell built in too — our Post-Purchase Flow covers that broader lifecycle scope
- You don't yet have a welcome series for pre-purchase subscribers — build that first since it feeds into this flow
- Your product needs no explanation or education at all (e.g. a single simple SKU) — the value here is lower for you
What's Included
Need this scoped differently?
You're not locked into the scope above. Add your changes in the box when you order, or talk it through on your free kickoff call — we confirm everything before we build. Adding or removing emails is easy: extra emails are $80 each.
Book a free call to discuss changesHow It Works
Kickoff & access
You share Klaviyo access, your brand kit, and your brand story details via a short intake form.
Onboarding strategy & email map
We map the 3–5 email sequence around your brand story and any product education that helps new customers.
Copy & design
We write all emails and design them in your brand style.
Build, QA & activation
We build the automation, QA it end to end, and activate — delivered in 5–7 business days from kickoff.
Typical delivery: 5–7 business days
What We Need From You to Get Started
Have these ready and we can kick off immediately — no back-and-forth delays.
- Manager-level (or admin) access to your Klaviyo account, or an invite for our team
- Confirmation your store is already connected to Klaviyo
- Your brand kit — logo, fonts, and color palette
- A short brief on your brand story and any product education worth including
- 2–3 examples of your brand voice — past emails, website copy, or simply "casual" vs. "formal"
Frequently Asked Questions
Yes — full copywriting and custom design in your brand style are included for all 3–5 emails.
We can rebuild or optimize your existing flow as part of this same package. If you only want a review first, our Flow Architecture Audit is a cheaper starting point.
A welcome series targets new subscribers before they buy, aiming for the first purchase. This flow targets new customers after their first order, building relationship and loyalty rather than driving an initial sale.
We are Klaviyo-focused and this build is scoped for Klaviyo, but we also work across other major ESPs. Mention your platform at purchase and we will confirm feasibility.
Buy online via the checkout button on this page, or if you'd rather talk first, book a free audit and we'll set it up together.
A reasonable round of revisions on copy and design is included so the flow matches your brand and expectations. It is not an unlimited-revisions engagement — significant scope changes are quoted separately.
Prefer an ongoing, fully managed engagement instead of a one-off build?
See our managed serviceNot sure yet? Talk to a human first.
You don't have to buy blind. Book a free 30-minute call and we'll tell you honestly whether New Customer Onboarding is the right move for your store — or point you at something better.
Prefer email? [email protected] — we read every reply.
Ready to Get New Customer Onboarding Live?
No sales call required — buy online or get a free audit first.