SaaS and software

You are all set up, while it is fresh

Catches the customer right after they finish onboarding, asking about the setup experience while the early win is still vivid.

The window right after a customer completes onboarding is one of the highest-energy moments in the whole lifecycle, when the relief of being set up is fresh. This ask works because it captures that momentum and turns it into words about the exact hurdle your future signups fear most. Copy it, wire it to your onboarding-complete trigger, and make it yours.

Subject

You are up and running, {{name}}

Email body

Hi {{name}},

Nice work getting {{product}} fully set up. That first-step hurdle is exactly when a lot of tools lose people, so seeing you across it is great.

While it is fresh, would you share how getting started felt, in your own words? What you were hoping to fix, and whether setup was smoother than you expected. A sentence or two does the job, no perfect wording needed, and a quick video works just as well.

{{link}}

We are a small team, and a few honest words about those first steps help the next person take the leap. Thank you for taking a moment.
{{sender_name}}

The placeholders

Swap these in for your own details

{{name}}The recipient's first name. Falls back to a friendly greeting if you do not have it.

{{product}}Your product, service, or business name.

{{sender_name}}Your name. It also becomes the From name and the reply-to address.

{{link}}The link to where they leave their words. It becomes the button in the email.

Why this one works

What makes this a good ask

Times the ask to peak post-setup momentum
Anchors on the relatable fear of a hard setup
Concrete prompt about the onboarding experience
Honors the emotion while it is still vivid

Want to get the timing and tone right before you send? Read our full guide to testimonial request emails.

Want this sent and tracked for you?

testimonials.ltd sends this email for you, links it to a page where your customer leaves their words, and shows you who opened, clicked, and replied. Pay once, keep every one.

Start with testimonials.ltd

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