Keeping in touch with your customers is a great way to build lasting relationships. To make it easier, we’ve put together five different types of customer success check-in email templates to help you connect at just the right moment.
Using a template gives you a solid starting point, so you can spend less time staring at a blank screen and more time personalizing your message.
<template>
Subject: Checking in on your [Product Name] journey
Hi [Customer Name],
I’m checking in to see how you're finding the setup process with [Product Name]. I saw that you’ve already [mention a completed onboarding step, e.g., designed your first email], which is a great start.
As you continue to get acquainted, I wanted to share a resource that other new users find helpful for [mention a relevant goal, e.g., growing their list]: [Link to a specific guide or resource].
Are there any specific goals you're working towards right now? Let me know if you have any questions or if there's anything I can do to help you get settled in.
Best,
[Your Name]
[Your Title]
[Company Name]
</template>
<template>
Subject: A tip for [Customer's Goal] with [Product Name]
Hi [Customer Name],
I noticed you’ve been consistently using [mention a feature they use, e.g., our email builder] to connect with your audience. It’s great to see you getting so much value from it.
Based on how you’re using [Product Name], I thought you might find our [Feature Name] feature especially helpful. It’s designed to help you [mention a specific benefit, e.g., automatically welcome new subscribers], which could save you time while you focus on [mention their business goal, e.g., creating new content].
Many users find it helps them [add another benefit, e.g., increase engagement] right away. Here’s a quick guide that walks you through setting it up: [Link to Resource].
What do you think? Is this something that could support your current workflow?
Best,
[Your Name]
[Your Title]
[Company Name]
</template>
<template>
Subject: Your [Product Name] subscription is renewing soon
Hi [Customer Name],
I’m writing to let you know that your subscription for [Product Name] is set to renew on [Renewal Date].
It’s been great to see you accomplish [mention a key achievement, e.g., send X campaigns or grow your list by Y%] over the past year. We’re excited to see what you create next.
To ensure you don’t experience any interruption in service, your account will automatically renew. If you have any questions about your subscription or want to discuss your goals for the upcoming year, feel free to book some time on my calendar here: [Link to Calendar].
We’re here to help you continue designing emails people love to open.
Best,
[Your Name]
[Your Title]
[Company Name]
</template>
<template>
Subject: Got a minute to share your thoughts on [Feature Name]?
Hi [Customer Name],
We noticed you’ve been using [Feature Name], and we’d love to hear what you think about it. Your experience is important as we refine [Product Name] to better support creators like you.
Would you be open to sharing your thoughts? A few sentences in a reply to this email would be perfect. We’re curious to know what’s working for you and what could be improved.
Your feedback directly influences how we build and what we focus on next.
Best,
[Your Name]
[Your Title]
[Company Name]
</template>
<template>
Subject: You just hit a new milestone with [Product Name]!
Hi [Customer Name],
We noticed you just hit an exciting milestone: [mention the specific milestone, e.g., you've reached 1,000 subscribers!]. Congratulations!
It’s inspiring to see how you’re using [Product Name] to [mention their goal, e.g., grow your community]. Reaching [repeat the milestone, e.g., 1,000 subscribers] is a significant step, and we’re excited to be a part of your journey.
We can't wait to see what you accomplish next. As you set your sights on your next goal, know that we're here to support you.
Best,
[Your Name]
[Your Title]
[Company Name]
</template>
While these five customer success check-in email templates provide a great starting point, sending them effectively requires the right platform. Flodesk offers intuitive email marketing tools for small businesses, helping you grow and monetize your email list with ease. You don’t need coding or design skills to create, send, and automate emails that engage your audience and drive revenue.
Trusted by thousands of businesses, Flodesk is built to help both beginners and experts send beautiful, high-converting emails in a radically simple way. With our intuitive email builder, powerful automations, and well-designed forms, we give you everything you need for effective email marketing—without the complexity.
These templates provide a solid framework for building stronger customer relationships through consistent, thoughtful communication. Use them to connect at the right moments, turning routine check-ins into valuable touchpoints.
Flodesk gives you the tools to put these strategies into practice, helping you send personalized emails that look great and get your message across. Sign up to start sending emails your customers will look forward to receiving.
