Customer Onboarding Emails
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14-day refund. If it does not perform as described, email us with what you asked it to do and what it returned, and we will refund you. Read the full policy
An onboarding email agent you upload to Claude, ChatGPT or Gemini, ready to use straight away.
Tell it your product, your setup steps and what a first win looks like. It maps the first 30 days, writes every email with one clear action, sorts your new customers by what they need next and outlines the help articles behind each step.
What you are buying
- A fixed day 0 to day 30 map: nine emails plus the trial notice, each with its day and stop rule
- Eight knowledge files, a skill and instructions you upload once
- Templates for software, services and consumer products, each counted and checked
- Rules for customers you can track and customers you cannot
- An app, a login or a subscription. You pay once.
- A sending tool. It writes the emails and says when each goes; you set them up.
- An upsell machine. No offers, countdowns or fake deadlines in the first 30 days.
- Legal advice. It covers the basics on trials and service emails and tells you when to check.
Your AI today, and with this
Subject: Welcome aboard! Hi there! Welcome to Rotawise! We're thrilled to have you. Here's how to get started: 1. Set up your profile 2. Add your team 3. Explore our features 4. Download the app Let us know if you have any questions! The Rotawise Team
Four actions at once, no first win, and signed by nobody, so replies go nowhere.
Subject: start with your opening hours Hi {first_name}, Your Rotawise trial has started. Within three days you could have your first rota published to your staff. There are three steps to get there. The first is adding your opening hours. That is step 1 of 3 before your first rota. Add your opening hours: {link} If anything is unclear, reply to this email and I will help. Owen
One step, one link, where it leads, and a person to reply to. An invented example from the pack.
What you can ask it
| Plan my onboarding emails | A day 0 to day 30 map |
| Write my welcome email | One step, one link, a person signs |
| Write the trial notice | Date, price and how to cancel |
| Sort my new customers | Who gets which email next |
| A customer replied | A short reply, or one polite line |
| Outline a help article | Steps from your notes, gaps flagged |
How you use it
- Open the folder for your AI: Claude, ChatGPT, Gemini, or Universal for Grok, Copilot and anything else.
- Follow the one-page install guide in that folder. Paste the instructions, upload the files.
- Type "Set up my Onboarding Card", answer its questions once, and start asking.
What arrives
A zip file, straight after you pay. Inside:
- A start-here PDF that tells you which folder to use.
- Ready-to-upload folders for Claude, ChatGPT and Gemini, each with its own install guide.
- A skill file for Claude and ChatGPT that makes it check its own work before you see it.
- One all-in-one text file for Grok, Microsoft Copilot or any other AI.
Good to know
- It asks six quick questions once, then works from that card. General questions on timing or the rules get an answer straight away.
- Every trial notice states the end date, your price and how to cancel. It never adds countdowns, fake deadlines or offers.
- It never invents features or button names. Where your notes have a gap, it asks.
- Customers writing in with questions after setup? The Customer Support Desk pack answers them from your own FAQ and policies.
- 14 days to get your money back if it does not do what this page says.