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Hubspot
HubSpot’s email journey consists of a clean and structured onboarding sequence, delivered through a series of multi-step messages guiding users through setup with clear CTAs. As the flow progresses, HubSpot introduces additional resources and product education, followed by a personalized 30-day report designed to pull users back into the platform. An upgrade-oriented email appears in the sequence as well—though in this case it was mis-targeted, highlighting an opportunity for improved segmentation.
See the full email journey in chronological orderShow original layout
Number of emails:
7
Duration
About 2 months
Date Started:
May 17, 2025
Date Ended:
July 22, 2025
Avg time delay:
~11 days
Onboard Free User
Including integrations and time-saving benefits, using real-world use cases. The series reinforces the habit of recording with Loom by encouraging users to explore its capabilities. By blending education with gentle nudges to upgrade, Loom’s onboarding flow builds confidence, reduces friction, and moves users toward long-term adoption.
No templates for this touchpoint (yet)
We’re working to trigger every possible touchpoint, so this space will fill up soon.
We’re working to trigger every possible touchpoint, so this space will fill up soon.
Onboard Paid User
Including integrations and time-saving benefits, using real-world use cases. The series reinforces the habit of recording with Loom by encouraging users to explore its capabilities. By blending education with gentle nudges to upgrade, Loom’s onboarding flow builds confidence, reduces friction, and moves users toward long-term adoption.
No templates for this touchpoint (yet)
We’re working to trigger every possible touchpoint, so this space will fill up soon.
We’re working to trigger every possible touchpoint, so this space will fill up soon.
Educate & Engage
Including integrations and time-saving benefits, using real-world use cases. The series reinforces the habit of recording with Loom by encouraging users to explore its capabilities. By blending education with gentle nudges to upgrade, Loom’s onboarding flow builds confidence, reduces friction, and moves users toward long-term adoption.
No templates for this touchpoint (yet)
We’re working to trigger every possible touchpoint, so this space will fill up soon.
We’re working to trigger every possible touchpoint, so this space will fill up soon.
Win Back Churned User
Including integrations and time-saving benefits, using real-world use cases. The series reinforces the habit of recording with Loom by encouraging users to explore its capabilities. By blending education with gentle nudges to upgrade, Loom’s onboarding flow builds confidence, reduces friction, and moves users toward long-term adoption.
No templates for this touchpoint (yet)
We’re working to trigger every possible touchpoint, so this space will fill up soon.
We’re working to trigger every possible touchpoint, so this space will fill up soon.
Expand User
Including integrations and time-saving benefits, using real-world use cases. The series reinforces the habit of recording with Loom by encouraging users to explore its capabilities. By blending education with gentle nudges to upgrade, Loom’s onboarding flow builds confidence, reduces friction, and moves users toward long-term adoption.
No templates for this touchpoint (yet)
We’re working to trigger every possible touchpoint, so this space will fill up soon.
We’re working to trigger every possible touchpoint, so this space will fill up soon.
Announce New Features
Including integrations and time-saving benefits, using real-world use cases. The series reinforces the habit of recording with Loom by encouraging users to explore its capabilities. By blending education with gentle nudges to upgrade, Loom’s onboarding flow builds confidence, reduces friction, and moves users toward long-term adoption.
No templates for this touchpoint (yet)
We’re working to trigger every possible touchpoint, so this space will fill up soon.
We’re working to trigger every possible touchpoint, so this space will fill up soon.
Celebrate Milestones
Including integrations and time-saving benefits, using real-world use cases. The series reinforces the habit of recording with Loom by encouraging users to explore its capabilities. By blending education with gentle nudges to upgrade, Loom’s onboarding flow builds confidence, reduces friction, and moves users toward long-term adoption.
No templates for this touchpoint (yet)
We’re working to trigger every possible touchpoint, so this space will fill up soon.
We’re working to trigger every possible touchpoint, so this space will fill up soon.
Request Feedback
Including integrations and time-saving benefits, using real-world use cases. The series reinforces the habit of recording with Loom by encouraging users to explore its capabilities. By blending education with gentle nudges to upgrade, Loom’s onboarding flow builds confidence, reduces friction, and moves users toward long-term adoption.
No templates for this touchpoint (yet)
We’re working to trigger every possible touchpoint, so this space will fill up soon.
We’re working to trigger every possible touchpoint, so this space will fill up soon.
Transactional Emails
Including integrations and time-saving benefits, using real-world use cases. The series reinforces the habit of recording with Loom by encouraging users to explore its capabilities. By blending education with gentle nudges to upgrade, Loom’s onboarding flow builds confidence, reduces friction, and moves users toward long-term adoption.
No templates for this touchpoint (yet)
We’re working to trigger every possible touchpoint, so this space will fill up soon.
We’re working to trigger every possible touchpoint, so this space will fill up soon.
