Ready-to-Use Templates
Copy these templates and customize them for your needs. Each includes HTML and plain text versions.
Welcome to {{productName}} — let's set up your workspace
Four steps to get {{companyName}} up and running on {{productName}}.
{{adminName}} invited you to {{productName}}
{{companyName}} is using {{productName}} — set up your account in 2 minutes.
{{companyName}} hasn't set up {{featureName}} yet
This feature could save your HR team {{timeSaved}} per month.
Compliance Update: {{regulationName}} changes effective {{effectiveDate}}
New compliance requirements take effect {{effectiveDate}}. Here's what you need to do.
Best Practices
Differentiate admin emails from employee emails — they have different needs and technical levels
Frame feature adoption around time saved, not features — HR teams care about efficiency
Send compliance updates well before effective dates with clear action items
Include an onboarding specialist contact in admin welcome emails
Make employee invitations come from the HR admin's name, not your platform name
Common Mistakes
Sending the same emails to HR admins and employees
Compliance updates without specific dates, changes, or action items
Feature adoption emails that list features instead of showing time saved
Employee invitations that don't explain why they're receiving the email
Not including the HR admin's name in employee invitation emails
Subject Line Examples
Timing & Performance
Personalization Tips
HR tech has a double adoption problem
Most SaaS products onboard one user at a time. HR tech needs to onboard the buyer (HR admin) and then help them onboard hundreds or thousands of employees. If your admin onboarding is unclear, they never get to the employee rollout. If your employee invitation is confusing, adoption stalls.
Solve admin onboarding first with clear setup steps and a dedicated contact. Then give admins the tools to drive employee adoption — branded invitation emails, reminders, and adoption tracking.
Time saved is your best selling point
HR teams are perpetually understaffed. Every email should frame your features in terms of time and effort saved. "Automate your performance review cycle" is okay. "Save 40 hours this quarter on performance reviews" is better. Include benchmarks from similar-sized companies to make the claim concrete.
Compliance is your retention moat
HR teams can't risk non-compliance. When you proactively notify them about regulatory changes and explain exactly what your platform has done (and what they need to do), you become indispensable. Compliance updates aren't just notifications — they're your strongest retention tool.
Build Beautiful Email Sequences for Your SaaS
Sequenzy helps SaaS founders create automated email sequences that convert. From onboarding to retention - all in one platform.
Frequently Asked Questions
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