Welcome notes, kickoff calls, setup help, activation nudges.
Welcome: day one
New signup just landed. Set tone, point to first action.
Open →Kickoff call: scheduling
Offer a 30-minute setup call to a new account.
Open →Activation nudge: day 3
New user signed up but hasn't completed first key action.
Open →Data import: help offered
New customer needs to import data from previous tool.
Open →Integration recommendations
Suggest integrations that fit the customer's stack.
Open →email · chat
Inviting your team
Customer asks how to add teammates.
Open →First-week check-in
Proactive day-7 message to gauge experience.
Open →Training resources sent
Provide structured learning resources to a new team.
Open →Sandbox / test environment
Customer wants a non-prod environment to experiment.
Open →First payment: welcome
Trial converted to paid. Confirm + reinforce decision.
Open →Feature discovery: week 2
Customer using basics; nudge them toward power features.
Open →Workflow template: shared
Sharing a starter workflow that matches their use case.
Open →Enterprise onboarding plan
Send formal onboarding plan to a new enterprise customer.
Open →Roles & permissions setup
Help admin set up roles for their team structure.
Open →SSO setup: help
Customer wants to set up SSO during onboarding.
Open →API key: first steps
Developer asks how to get started with the API.
Open →Webhook setup
Customer setting up webhooks; help with config.
Open →Mobile app: install
Pointing customer to the mobile app during onboarding.
Open →Product tour: re-offer
Customer skipped tour; offer to revisit it later.
Open →Workspace naming + URL
Customer wants to rename or set a custom workspace URL.
Open →Build a real macro library. Not a Google Doc.
SupportWire's macros learn from your replies. Variables auto-fill. AI suggests the right one.