E-commerce · Subscription

New Subscriber Onboarding Sequence

Set expectations clearly in the first cycle to reduce early cancellations from confusion.

Apps this needs

Subscription Platform Recharge, Bold or your subscription billing platform for plans, cadence & dunning. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Sends a welcome sequence explaining exactly what to expect, keyed to the subscription platform's onboarding milestone events.
  2. Checks in after the first shipment arrives (triggered by the OMS delivery event) to confirm satisfaction.
  3. Proactively surfaces self-service management options.
  4. Flags early dissatisfaction signals for a retention specialist follow-up.

Data sources

Subscription platform onboarding milestones First-shipment delivery data

What it targets

  • New subscribers completing onboarding sequence Target 85%
  • First-90-day cancellation rate Target -18%