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5 Great Customer Success Check In Email Templates To Copy & Paste

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Checking in with your customers is key to building lasting relationships. We'll walk you through five essential types of customer success emails to help you connect at just the right moments.

Using a template as a starting point makes sending these emails much simpler. It helps you stay on-brand and cover all the important points without having to reinvent the wheel every time.

Tips for Writing Customer Success Check In Emails

  • Make it personal. Go beyond their name. Mention a specific goal they shared during onboarding or a milestone they recently hit. It shows you're paying attention and that the email isn't just another automated blast.
  • Have one clear goal. Are you checking in to offer help, gather feedback, or share a resource? Stick to one ask per email to avoid overwhelming your customer and to make it easy for them to respond.
  • Nail the timing. Send emails based on their actions, not just the calendar. A check-in after they’ve used a key feature for the first time is much more effective than a random 30-day email.
  • Ask good questions. Instead of a simple “How's it going?”, try something like, “What's your biggest goal right now, and how can we help you get there?” This opens the door for a real conversation.
  • Write like a human. Ditch the corporate-speak. Keep your language simple, direct, and friendly. Your customers want to connect with a person, not a robot.

Types of Customer Success Check In Email Templates We Will Cover

  1. Onboarding Progress Email Template
  2. Feature Adoption Email Template
  3. Renewal Reminder Email Template
  4. Feedback Request Email Template
  5. Milestone Celebration Email Template

5 Customer Success Check In Email Templates

1) Onboarding Progress Email Template

<template>

Subject: Checking in on your [Product Name] setup

Hi [Customer Name],

I saw you’ve started getting set up with [Product Name]—that's great to see. It looks like you’ve already [mention a specific action they've taken, e.g., created your first segment].

As you move on to [mention the next logical step, e.g., designing your first email], I thought you might find this guide helpful: [Link to a specific, relevant resource]. It walks through how to create beautiful designs that look great everywhere.

Is there anything you’re stuck on, or a specific goal you’re trying to hit this week? Just reply to this email and let me know. I’m here to help.

All the best,

[Your Name]

[Your Title]

[Company Name]

</template>

2) Feature Adoption Email Template

<template>

Subject: A quick tip for [mention a customer goal] with [Feature Name]

Hi [Customer Name],

I noticed you’re regularly [mention a customer activity, e.g., sending newsletters], and I thought you might like our [Feature Name] feature. It’s designed to help you [mention a key benefit, e.g., automate your welcome sequence] so you can focus on creating.

Many users find it saves them time by [explain a specific outcome, e.g., automatically sending a series of emails to new subscribers].

Here’s a quick guide on how to get started: [Link to resource].

Give it a try and let me know what you think. If you have any questions about setting it up, just reply to this email.

All the best,

[Your Name]

[Your Title]

[Company Name]

</template>

3) Renewal Reminder Email Template

<template>

Subject: Your [Product Name] subscription is renewing soon

Hi [Customer Name],

This is a friendly heads-up that your subscription for [Product Name] is set to renew on [Renewal Date]. We've loved seeing you create [mention something specific, e.g., beautiful newsletters or high-converting checkouts] over the past year.

If you'd like to continue, no action is needed—your subscription will automatically renew. Should you need to update your billing details, you can do so here: [Link to billing page].

If you have any questions about your account, just reply to this email. We're here to help.

All the best,

[Your Name]

[Your Title]

[Company Name]

</template>

4) Feedback Request Email Template

<template>

Subject: How's it going with [Product Name]? We'd love your thoughts.

Hi [Customer Name],

We've noticed you've been using [Product Name] to [mention a specific activity, e.g., design your marketing emails], and we're curious to hear how it's going.

Your feedback is incredibly valuable as we continue to improve the platform. Would you be open to sharing your thoughts on your experience so far? We want to know what you love, what you wish was different, and any ideas you have.

You can reply directly to this email with your thoughts—a few sentences would be a huge help.

Thanks for helping us make [Product Name] better for everyone.

All the best,

[Your Name]

[Your Title]

[Company Name]

</template>

5) Milestone Celebration Email Template

<template>

Subject: Congrats on [mentioning the milestone, e.g., reaching 1,000 subscribers]!

Hi [Customer Name],

We just noticed you hit a big milestone: [describe the specific milestone, e.g., you've officially welcomed over 1,000 subscribers to your list]. That’s a fantastic achievement, and we wanted to take a moment to celebrate with you.

Moments like these are a testament to the hard work you're putting into your business and the connection you're building with your audience. We're honored to be a small part of your journey.

We can't wait to see what you accomplish next.

Cheering you on,

[Your Name]

[Your Title]

[Company Name]

</template>

What About Using Flodesk?

Flodesk

Sending these customer success check-in emails is straightforward with the right tools. Flodesk offers intuitive email marketing for small businesses, helping you grow and monetize your list. You can create, send, and automate emails that engage your audience and drive revenue without needing any coding or design skills.

With a user-friendly email builder, powerful automations, and beautiful forms, Flodesk gives you everything you need for effective email marketing, minus the complexity. We help beginners and experts alike send high-converting emails in a radically simple way, which is why so many businesses trust our platform.

Wrapping Up

Sending thoughtful check-in emails is a direct way to build strong customer relationships and guide them toward success. These templates provide a solid foundation for your outreach.

Flodesk provides the tools to design and automate these communications, helping you connect with your audience effectively. You can sign up to start creating your own emails.

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Flodesk Team
ABOUT THE AUTHOR
Flodesk Team

Flodesk Team is passionate about empowering entrepreneurs and businesses to create stunning, effective emails. With expertise in email marketing, automation, and design, we’re here to share insights, tips, and strategies to help you grow your brand.

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