{
  "category": "Email & Lifecycle",
  "id": "saas-onboarding",
  "title": "SaaS Activation Email Journey",
  "industry": "B2B SaaS",
  "platforms": [
    "Customer.io",
    "Product events",
    "CRM"
  ],
  "audience": "New trial users who have not completed their first shared workflow.",
  "challenge": "A fixed daily drip ignores what the user has already done.",
  "headline": "One useful workflow before more features.",
  "output": {
    "Email 1 subject": "Start with the handoff you repeat most",
    "Email 1 body": "Choose one recurring process. Add its first step, assign an owner and define what done means.",
    "Email 2 subject": "Your workflow is ready for a teammate",
    "Email 2 body": "Invite the person who receives the next handoff so you can test the process together.",
    "Email 3 subject": "Try one real item through the workflow",
    "Email 3 body": "Move a real task from start to finish. Note where an owner or instruction is missing.",
    "CTA": "Open your first workflow"
  },
  "rows": [
    [
      "No workflow",
      "Setup not complete",
      "Send first-step guide"
    ],
    [
      "Workflow exists",
      "No collaborator invited",
      "Send collaboration guide"
    ],
    [
      "First task completed",
      "Activation reached",
      "Exit onboarding and offer next use case"
    ]
  ],
  "measurement": "Measure first completed shared workflow and retained usage by signup cohort. Email clicks are a supporting diagnostic.",
  "qa": "Test delayed product events, invites accepted on another device and users who complete all steps before the first email.",
  "status": "Illustrative concept",
  "origin": "New addition",
  "description": "A fixed daily drip ignores what the user has already done.",
  "subtitle": "A fixed daily drip ignores what the user has already done.",
  "deliverable": "Email sequence",
  "tags": [
    "Customer.io",
    "Product events",
    "CRM",
    "B2B SaaS",
    "Email sequence"
  ],
  "type": "interactive",
  "src": "projects/saas-onboarding.html",
  "number": 65,
  "color": "#e5bc6c"
}