Customer onboarding
The first
seven days.
The window where signups become customers. Six touches. Two channels. Zero shouting.
2.4×
Activation lift
−63%
Time to first action
+38%
Day-7 retention
6
Touches per signup
Day by day
A flow we have seen work.
Day 0 · 5 minutes after signup
Step 1 Day 0Welcome, here is your first win
A two-minute path that ends in a real result. Nothing else.
Day 1
Step 2 Day 1One thing 80% of users miss
The feature people skip in setup that pays off the most.
Day 3 · WhatsApp, 10am lead time
Step 3 Day 3How is setup going? Reply with where you are stuck and I will send the right link.
Day 5
Step 4 Day 5A 9-minute case study
A real customer setup, narrated.
Day 7
Step 5 Day 7Quick favor
Want to get on a 15-minute call? Booking link below.
Onboarding is not a one-time email. It is a quiet voice that shows up exactly when curiosity peaks.
Channel mix
When email fades, WhatsApp shows up.
Mid-flow nudge
A WhatsApp ping at day three doubles activation.
By day three, your welcome email is buried. A short WhatsApp message in the lead local morning catches them in a moment they can act.
If they reply, every enrollment stops. If they say STOP, the lead flips to UNSUBSCRIBED.
How is setup going? Reply with where you are stuck and I will send the right link.
just now
I cannot find the integration page
just now
Here you go: app.rookhq.com/w/acme/settings/integrations
2m ago
Stop signals
The system listens, so you do not over-message.
Reply detected
Inbound on either channel stops every active enrollment for that lead, instantly.
Action completed
Mark a lead as CONVERTED via API or UI. The dispatcher skips them.
Quiet hours
Per-workspace timezone, hour window, day mask. No 3am pings, ever.
In the workspace
What it looks like.
Ava Patel
ava@acme.com · Hloframe
Day 0 · welcome email · delivered
Day 1 · feature email · read
Day 3 · WhatsApp nudge · replied
Day 3 · enrollment stopped automatically