Val Geisler - Email Onboarding Tear Down: LucidChart

Email onboarding is full of backseat drivers.

Well, or at least that passenger who insists you take the highway when you've already started down the country roads.

In the world of onboarding, you're that navigator who needs to know where your driver is coming from so you can properly lead the way, without being the annoying companion on an endless road trip.

Knowing the moves your new users take with your product along the way can make or break the relationship you're building.

One of the things I love the most about working with SaaS companies is that there’s so much data to pull from. You can see exactly how someone came to your platform, where they came from, and if they already have an account with you.

Then you can see what they do (or don’t do) with your software every single day after that.

Did I mention there are endless opportunities?

In this email onboarding tear down, we're taking a look at one such opportunity.

If you’re anything like the plethora of team-driven software out there, there could be more than One Path to Rule Them All.

Take team-driven softwares like InVision, Airtable, Trello, and LastPass. You have the decision-maker (the person who says “We’re using this software!”) and then you have the collaborators (the people who go “oh okay let me figure this out”).

As you can see from the brief example above, you don’t always have buy in immediately from the entire team. Nor do you really have a new customer right away.

So how do you get buy in?

Read this tear down to find out:

Email Onboarding Tear Down: Lucidchart

-Val