Checkr’s onboarding sequence moves from orientation to pricing, package setup, and workflow demos in four blue emails over three days. Each message advances the next action, while the package email narrows the path to a single CTA.
Updated Oct 3, 2026
The welcome email arrives on signup day with “Welcome to Checkr” and the preview “Here’s what’s next.” Its content gives new users several ways to begin: review pricing, watch a product demo, take an interactive tour, and set up a package. This makes the first message an orientation hub rather than a single-task prompt.
The following day, the first onboarding email narrows attention to cost with “How much is a background check?” and “See our rates.” Its content introduces pay-as-you-go background checks, directs readers to pricing, and asks them to create an account to get started. The next onboarding email moves from understanding cost to building a custom package. “Quick way to price a background check package” and “Find the right check for every role.” lead into package creation, account setup, saving the package, and running a first check.
The last onboarding email arrives on the next day with “See how to order a check and preview our candidate experience” and “Try our interactive demos.” Rather than returning to general pricing, its content walks users through ordering a check and seeing the candidate experience. It also invites account creation, interactive exploration, and personal background checks.
The timing creates a clear sequence: orient the new user, answer the cost question, help them configure what they need, then let them preview the workflow. Checkr sends one email on signup day and one on each following day, so every message extends the previous action without a long pause. The sequence covers four emails over three days, with the content becoming more operational as it progresses.
Blue is used across every email, giving the sequence a consistent visual thread from welcome through product exploration. The package email is the only one with a single CTA. That restraint fits its specific job: guide the reader toward building a package, saving it in an account, and running a first check. The other emails support broader discovery, with the welcome email offering pricing, demos, a tour, and package setup, and the final email combining workflow and candidate-experience demos.
The reusable pattern is to start with orientation, then answer a practical buying question, then help the user configure a product, and finally provide a hands-on preview. Keep the timing close when each email naturally supplies the next step. Use a focused CTA when the reader has reached a concrete setup task, rather than forcing the same CTA structure on every message.
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