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Email
SaaS/Software
Asana
Onboarding (part 2)

Onboarding (part 2)

Asana

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Swipe Details
Company
Asana
Type
Email
Industry
SaaS/Software
Business Model
B2B
Swiped on:December 8, 2022

Marketing Insights

I'll analyze the Asana onboarding email for you. Let me first examine the PDF file.

WHY IT WORKS

This onboarding email succeeds by showing the product in action rather than just describing it, reducing cognitive load with a visual product demonstration. It creates immediate value by teaching project planning skills while simultaneously demonstrating Asana's core functionality, making the learning process feel effortless and practical.

COPYWRITING TECHNIQUES

  • Aspirational positioning: "How to plan like a pro" promises skill elevation
  • Value-first messaging: "Map out a plan and stick to it with an Asana project" immediately communicates benefit
  • Action-oriented language: Commands like "Pick your first project", "Create some tasks", "Organize the project"
  • Simplification framing: "Get started in a few steps" reduces perceived complexity
  • Educational hook: Uses "examples, like work requests or event planning" to make abstract concepts concrete

DESIGN PRINCIPLES

  • Product screenshot as hero element: Shows actual interface to reduce uncertainty
  • Visual hierarchy through size: Large headline, medium body text, prominent CTA buttons
  • Minimal color palette: Blue accent color draws attention to CTAs and links
  • Progressive disclosure: Three simple steps break down the onboarding process
  • White space for breathing room: Clean layout prevents overwhelm

PSYCHOLOGICAL TRIGGERS

  • Competence building: "plan like a pro" appeals to desire for mastery
  • Cognitive ease: Visual demonstration reduces mental effort required to understand
  • Implementation intention: Specific project example ("Mission to the Moon") makes action concrete
  • Loss aversion: "Wrangling details, deadlines, and deliverables can make project planning painful" highlights pain points
  • Immediate gratification: "Try it Now" button promises instant access and results
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