Customer success plan email template
Set milestones after onboarding so customers know what happens next. Free to copy as HTML, React Email or plain text.
Get the code
View the code ↓- From
- Acme <hello@acme.com>
- Subject
- Your plan for the first 30 days
- Preview
- A simple plan for setup, launch, and optimization.
Copy the code
Email-client-safe HTML, the same email as a React Email component, and a plain-text version for clients that do not show HTML.
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"><html dir="ltr" lang="en"><head><meta name="viewport" content="width=device-width"/><meta content="text/html; charset=UTF-8" http-equiv="Content-Type"/><meta name="x-apple-disable-message-reformatting"/><meta http-equiv="X-UA-Compatible" content="IE=edge"/><meta name="x-apple-disable-message-reformatting"/><meta name="format-detection" content="telephone=no,address=no,email=no,date=no,url=no"/><meta name="color-scheme" content="light"/><meta name="supported-color-schemes" content="light"/><title>A simple plan for setup, launch, and optimization.</title><style>
@font-face {
font-family: 'Inter';
font-style: normal;
font-weight: 400;
mso-font-alt: 'Arial';
}
* {
font-family: 'Inter', Arial;
}
</style><style>blockquote,h1,h2,h3,img,li,ol,p,ul{margin-top:0;margin-bottom:0}@media only screen and (max-width:425px){.mr-hide-mobile{display:none!important;max-height:0!important;overflow:hidden!important}.mr-show-mobile{display:block!important;max-height:none!important;overflow:visible!important}.tab-row-stack{width:100%!important}.tab-col-stack{display:block!important;width:100%!important;height:auto!important}.tab-pad-stack{padding-left:0!important;padding-right:0!important}.tab-mobile-gap-0{padding-top:0px!important;padding-bottom:0px!important}.tab-mobile-gap-2{padding-top:1px!important;padding-bottom:1px!important}.tab-mobile-gap-4{padding-top:2px!important;padding-bottom:2px!important}.tab-mobile-gap-6{padding-top:3px!important;padding-bottom:3px!important}.tab-mobile-gap-8{padding-top:4px!important;padding-bottom:4px!important}.tab-mobile-gap-10{padding-top:5px!important;padding-bottom:5px!important}.tab-mobile-gap-12{padding-top:6px!important;padding-bottom:6px!important}.tab-mobile-gap-14{padding-top:7px!important;padding-bottom:7px!important}.tab-mobile-gap-16{padding-top:8px!important;padding-bottom:8px!important}.tab-mobile-gap-18{padding-top:9px!important;padding-bottom:9px!important}.tab-mobile-gap-20{padding-top:10px!important;padding-bottom:10px!important}.tab-mobile-gap-22{padding-top:11px!important;padding-bottom:11px!important}.tab-mobile-gap-24{padding-top:12px!important;padding-bottom:12px!important}.tab-mobile-gap-26{padding-top:13px!important;padding-bottom:13px!important}.tab-mobile-gap-28{padding-top:14px!important;padding-bottom:14px!important}.tab-mobile-gap-30{padding-top:15px!important;padding-bottom:15px!important}.tab-mobile-gap-32{padding-top:16px!important;padding-bottom:16px!important}.tab-mobile-gap-34{padding-top:17px!important;padding-bottom:17px!important}.tab-mobile-gap-36{padding-top:18px!important;padding-bottom:18px!important}.tab-mobile-gap-38{padding-top:19px!important;padding-bottom:19px!important}.tab-mobile-gap-40{padding-top:20px!important;padding-bottom:20px!important}}</style></head><body dir="ltr" lang="en" style="background-color:#f1f7f3;margin:0;padding-top:0;padding-bottom:0;padding-right:0;padding-left:0"><!--$--><!--html--><!--head--><!--body--><table border="0" width="100%" cellPadding="0" cellSpacing="0" role="presentation" align="center"><tbody><tr><td dir="ltr" lang="en" style="margin:0px;background-color:#f1f7f3;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;font-family:Inter, Arial, sans-serif"><div style="display:none;overflow:hidden;line-height:1px;opacity:0;max-height:0;max-width:0" data-skip-in-text="true">A simple plan for setup, launch, and optimization.<div> </div></div><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:640px;background-color:#ffffff;min-width:0px;border-radius:0px;border-width:0px;border-color:transparent;width:100%;margin:0 auto"><tbody><tr style="width:100%"><td style="padding-top:24px;padding-right:24px;padding-bottom:24px;padding-left:24px"><p style="font-size:15px;line-height:26.25px;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;color:#14532d;margin:0 0 12px 0;margin-top:0;margin-right:0;margin-bottom:12px;margin-left:0">Hi {{name}},</p><p style="font-size:15px;line-height:26.25px;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;color:#14532d;margin:0 0 12px 0;margin-top:0;margin-right:0;margin-bottom:12px;margin-left:0">Welcome aboard. Here is the plan for your first 30 days, so everyone knows what happens when:</p><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-top:0;margin-right:0;margin-bottom:0;margin-left:0"><tbody style="width:100%"><tr style="width:100%"><td align="left" data-id="__react-email-column" style="border-color:transparent;border-width:0;border-style:solid;background-color:transparent;border-radius:14px;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin:0;padding:0;width:100%"><tbody style="width:100%"><tr style="width:100%"><td width="26%" data-id="__react-email-column" style="width:26%;height:1px;margin:0;vertical-align:top;padding-left:0;padding-right:6px"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;height:100%"><tbody style="width:100%"><tr style="width:100%"><td align="left" data-id="__react-email-column" style="height:100%;vertical-align:top;border-color:#bbf7d0;border-width:1px;border-style:solid;background-color:#f0fdf4;border-radius:12px;padding-top:10px;padding-right:12px;padding-bottom:10px;padding-left:12px"><p style="font-size:15px;line-height:26.25px;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;color:#14532d;margin:0 0 0px 0;margin-top:0;margin-right:0;margin-bottom:0px;margin-left:0"><span style="color:#15803d"><strong>Week 1</strong></span></p></td></tr></tbody></table></td><td width="74%" data-id="__react-email-column" style="width:74%;margin:0;vertical-align:top"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin:0"><tbody><tr><td style="padding-left:6px;padding-right:0"><p style="font-size:15px;line-height:26.25px;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;color:#14532d;margin:0 0 0px 0;margin-top:0;margin-right:0;margin-bottom:0px;margin-left:0">Connect your domains, set up roles and bring over your main templates.</p></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:37.5em;height:12px"><tbody><tr style="width:100%"><td></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-top:0;margin-right:0;margin-bottom:0;margin-left:0"><tbody style="width:100%"><tr style="width:100%"><td align="left" data-id="__react-email-column" style="border-color:transparent;border-width:0;border-style:solid;background-color:transparent;border-radius:14px;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin:0;padding:0;width:100%"><tbody style="width:100%"><tr style="width:100%"><td width="26%" data-id="__react-email-column" style="width:26%;height:1px;margin:0;vertical-align:top;padding-left:0;padding-right:6px"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;height:100%"><tbody style="width:100%"><tr style="width:100%"><td align="left" data-id="__react-email-column" style="height:100%;vertical-align:top;border-color:#bbf7d0;border-width:1px;border-style:solid;background-color:#f0fdf4;border-radius:12px;padding-top:10px;padding-right:12px;padding-bottom:10px;padding-left:12px"><p style="font-size:15px;line-height:26.25px;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;color:#14532d;margin:0 0 0px 0;margin-top:0;margin-right:0;margin-bottom:0px;margin-left:0"><span style="color:#15803d"><strong>Weeks 2–3</strong></span></p></td></tr></tbody></table></td><td width="74%" data-id="__react-email-column" style="width:74%;margin:0;vertical-align:top"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin:0"><tbody><tr><td style="padding-left:6px;padding-right:0"><p style="font-size:15px;line-height:26.25px;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;color:#14532d;margin:0 0 0px 0;margin-top:0;margin-right:0;margin-bottom:0px;margin-left:0">Send test campaigns, invite reviewers and check deliverability.</p></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:37.5em;height:12px"><tbody><tr style="width:100%"><td></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-top:0;margin-right:0;margin-bottom:0;margin-left:0"><tbody style="width:100%"><tr style="width:100%"><td align="left" data-id="__react-email-column" style="border-color:transparent;border-width:0;border-style:solid;background-color:transparent;border-radius:14px;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin:0;padding:0;width:100%"><tbody style="width:100%"><tr style="width:100%"><td width="26%" data-id="__react-email-column" style="width:26%;height:1px;margin:0;vertical-align:top;padding-left:0;padding-right:6px"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;height:100%"><tbody style="width:100%"><tr style="width:100%"><td align="left" data-id="__react-email-column" style="height:100%;vertical-align:top;border-color:#bbf7d0;border-width:1px;border-style:solid;background-color:#f0fdf4;border-radius:12px;padding-top:10px;padding-right:12px;padding-bottom:10px;padding-left:12px"><p style="font-size:15px;line-height:26.25px;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;color:#14532d;margin:0 0 0px 0;margin-top:0;margin-right:0;margin-bottom:0px;margin-left:0"><span style="color:#15803d"><strong>Week 4</strong></span></p></td></tr></tbody></table></td><td width="74%" data-id="__react-email-column" style="width:74%;margin:0;vertical-align:top"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin:0"><tbody><tr><td style="padding-left:6px;padding-right:0"><p style="font-size:15px;line-height:26.25px;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;color:#14532d;margin:0 0 0px 0;margin-top:0;margin-right:0;margin-bottom:0px;margin-left:0">Launch your first real send and review the results together.</p></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:37.5em;height:12px"><tbody><tr style="width:100%"><td></td></tr></tbody></table><p style="font-size:15px;line-height:26.25px;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;color:#14532d;margin:0 0 12px 0;margin-top:0;margin-right:0;margin-bottom:12px;margin-left:0">I will check in at the end of each step.</p><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:100%;text-align:left;margin-bottom:0px"><tbody><tr style="width:100%"><td><a href="{{action_url}}" style="line-height:100%;text-decoration:none;display:inline-block;max-width:100%;mso-padding-alt:0px;color:#ffffff;background-color:#15803d;border-color:#15803d;border-width:2px;border-style:solid;font-size:14px;font-weight:600;border-radius:6px;padding:10px 32px 10px 32px;padding-top:10px;padding-right:32px;padding-bottom:10px;padding-left:32px" target="_blank"><span><!--[if mso]><i style="mso-font-width:400%;mso-text-raise:15px" hidden>    </i><![endif]--></span><span style="max-width:100%;display:inline-block;line-height:120%;mso-padding-alt:0px;mso-text-raise:7.5px">Book the kickoff call</span><span><!--[if mso]><i style="mso-font-width:400%" hidden>    ​</i><![endif]--></span></a></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:37.5em;height:8px"><tbody><tr style="width:100%"><td></td></tr></tbody></table><p style="font-size:15px;line-height:26.25px;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;color:#14532d;margin:0 0 12px 0;margin-top:0;margin-right:0;margin-bottom:12px;margin-left:0">Best,</p><p style="font-size:15px;line-height:26.25px;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;color:#14532d;margin:0 0 0px 0;margin-top:0;margin-right:0;margin-bottom:0px;margin-left:0"><strong>{{sender_name}}</strong><br/><span style="color:#16a34a">{{sender_title}} · {{organization_name}}</span></p><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:37.5em;height:16px"><tbody><tr style="width:100%"><td></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-top:40px;margin-right:0;margin-bottom:0;margin-left:0"><tbody style="width:100%"><tr style="width:100%"><td align="left" data-id="__react-email-column" style="border-color:#e2e8f0;border-width:0;border-style:solid;background-color:#ffffff;border-radius:0;padding-top:24px;padding-right:0;padding-bottom:24px;padding-left:0"><p style="font-size:15px;line-height:26.25px;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;color:#14532d;margin:0 0 0px 0;margin-top:0;margin-right:0;margin-bottom:0px;margin-left:0">{{organization_name}} • {{organization_address}}</p></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><!--/$--></body></html>Send it from your own domain
This email goes to one person at a time, from your app. In MarkRelay it is a built-in starter template: save it in the editor, then send it by ID through the email API in your own Cloudflare account, over Cloudflare Email Sending. The variables below are the ones this template uses.
POST $MARKRELAY_API_URL/emails/send
{
"from": "Acme <hello@acme.com>",
"to": "customer@example.com",
"templateId": "tpl_…",
"variables": {
"action_url": "https://example.com",
"name": "Alex",
"organization_address": "123 Main Street, Springfield",
"organization_name": "Acme",
"sender_name": "Jordan Lee",
"sender_title": "Account Manager"
}
}The template is free to use with any sending service. See how templates work in MarkRelay.
More customer success templates
Own your email stack today
Buy MarkRelay once and run it in your Cloudflare account. MarkRelay adds no per-message or per-seat charge; Cloudflare usage and service limits remain separate.