AutoEntry onboarding

11 emails over 12 days, counted from the day we signed up.

Clone this sequence Preview it for your brand

Day 0First email
Email 1 · WelcomeYour interest in Sage for Accountants
Day 11 day later
Email 2 · OnboardingGet started with AutoEntry
Day 21 day later

What each email does

Day 0First emailWelcomeYour interest in Sage for AccountantsA personal follow-up thanks the recipient for their interest in Sage for Accountants. It offers a call and the option to book time on the sender’s calendar.
Day 11 day laterOnboardingGet started with AutoEntryIntroduces how AutoEntry automates transaction entry into accounting software, then points new users to setup help and invites them to upload bank statements to get started.

OnboardingGet started with AutoEntryIntroduces how AutoEntry captures and exports receipts, bills, and invoices. It outlines a three-step workflow and encourages the new user to upload a first document.

See this sequence written for your brand

Enter your website. Sequenzy rewrites the first 3 emails of this sequence in your voice, logo and colors. Free, no signup.