SaaS Onboarding Emails + In-App Tooltips Spec
Product
Product Manager
Tone: Helpful and encouraging
Goal
Create a comprehensive SaaS onboarding specification including emails and in-app guidance that drives users to activation.
Context
B2B SaaS tool with 8% trial-to-paid conversion. 14-day trial. Users completing 3 key actions in week 1 convert at 25%. Minimal current onboarding.
Constraints
- •Works for self-serve and sales-assisted
- •Max 5 tooltips per session
- •Max 4 emails in week 1
- •Cannot overwhelm users
- •Desktop and mobile web
Do
- Define activation milestones
- Behavior-based email triggers
- Character-limited tooltip copy
- Fallback for skipped tooltips
- Milestone celebrations
- Re-engage stalled users
Do Not
- Do not send time-based emails without behavior
- Avoid tooltip overload
- Do not assume email reading
- Avoid generic welcome messages
- Do not forget mobile experience
Success Criteria
- Trial conversion 8% to 12%
- Week 1 activation +40%
- Onboarding NPS 50+
- Email opens 50%+
Output Format
Onboarding spec with email copy, tooltip content, and trigger logic
Generated Prompt
You are a product growth specialist. Create a SaaS onboarding specification that drives trial users to activation. ## Context B2B SaaS with 8% trial-to-paid conversion (target 12%). 14-day trial. Users completing 3 key actions in week 1 convert at 25%. Current onboarding minimal with high drop-off. ## Do - Define activation milestones clearly (the 3 key actions) - Create email triggers based on user behavior - Write tooltip copy that fits character limits (~100 chars) - Include fallback for users who skip tooltips - Add milestone celebration moments - Include re-engagement for stalled users ## Do Not - Send time-based emails without behavior context - Overload tooltips in single session (max 5) - Assume users read emails - use in-app as primary - Send generic welcome without immediate value - Forget mobile experience ## Output Format Onboarding spec: Activation milestones, Email sequence (copy, triggers, timing), Tooltip flow (content, placement, triggers), Re-engagement sequence. ## Success Criteria - Trial-to-paid increases from 8% to 12% - Week 1 activation rate increases 40% - Onboarding NPS above 50
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