Buddy Punch onboarding

12 emails over 13 days, counted from the day we signed up.

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Day 0First email
Email 1 · WelcomeWelcome, [First name]! Let’s Get Started
Day 0Same day
Email 2 · WelcomeWelcome to Buddy Punch, [First name]
Day 0Same day
Email 3 · OnboardingWant some 1-1 help with your Buddy Punch account?
Day 11 day later
Email 4 · Onboarding2 steps to get started with Buddy Punch
Day 21 day later
Email 5 · Activation nudge[ATTENTION] - Start tracking employee time with Buddy Punch
Day 31 day later
Email 6 · OnboardingMore resources for the features you are interested in
Day 3Same day
Email 7 · Activation nudge[IMPORTANT] - Start tracking time in Buddy Punch.
Day 3Same day
Email 8 · OnboardingSetup Progress: How Can I Assist?
Day 41 day later
Email 9 · Onboarding[First name], follow the Buddy Punch Quick Start Guide
Day 51 day later
Email 10 · OnboardingLet’s Wrap Up Your Setup!
Day 116 days later
Email 11 · Trial endingExtend your Buddy Punch free trial
Day 132 days later
Email 12 · Trial expiredYour Buddy Punch Trial has Expired - Login to Activate your Account

What each email does

Day 0First emailWelcomeWelcome, [First name]! Let’s Get StartedClaire welcomes the new Buddy Punch user and offers help with setup, time tracking, and payroll reports. She invites them to book a free onboarding meeting or reply with questions.
Day 0Same dayWelcomeWelcome to Buddy Punch, [First name]Welcomes the new subscriber, introduces Buddy Punch’s employee scheduling, time tracking, and payroll tools, and offers a demo and account login. It also points new users to support for setup questions.
Day 0Same dayOnboardingWant some 1-1 help with your Buddy Punch account?Claire checks in on setup progress and offers a free one-to-one onboarding call. The recipient can also reply with questions or availability.
Day 11 day laterOnboarding2 steps to get started with Buddy PunchThis email guides new users through setting up Buddy Punch by outlining two steps: adding employees and having them log in to track time. It points to a Quick Start Guide and includes links to the mobile apps.
Day 21 day laterActivation nudge[ATTENTION] - Start tracking employee time with Buddy PunchA co-founder checks in because the new user has not started tracking employee time. The email outlines two setup steps, offers help with bulk uploads, and links back to the account.
Day 31 day laterOnboardingMore resources for the features you are interested inBuddy Punch shares resources tailored to the features the subscriber selected, along with quick-start guides and a link to live chat. It encourages them to continue setup from their dashboard.
Day 3Same dayActivation nudge[IMPORTANT] - Start tracking time in Buddy Punch.Buddy Punch reminds a new user that setup is complete but employee time tracking has not started. It outlines how to add employees and get them punching in and out, with links to walkthroughs and guides.
Day 3Same dayOnboardingSetup Progress: How Can I Assist?Claire checks in on the recipient’s setup progress and offers a one-to-one walkthrough to help them get started with Buddy Punch.
Day 41 day laterOnboarding[First name], follow the Buddy Punch Quick Start GuideBuddy Punch guides a new trial user through adding employees, tracking time, and running payroll reports. It offers a 15-minute Quick Start Guide and a personal invitation to ask questions.
Day 51 day laterOnboardingLet’s Wrap Up Your Setup!Claire checks in on the recipient’s setup and suggests exploring features or use cases. She offers a one-to-one session to review and optimize the setup.
Day 116 days laterTrial endingExtend your Buddy Punch free trialA co-founder notes that the recipient’s free trial is ending and offers an additional 14 days. The recipient can request the extension by replying to the email.
Day 132 days laterTrial expiredYour Buddy Punch Trial has Expired - Login to Activate your AccountBuddy Punch notifies the recipient that their trial has ended and employees can no longer log in. It explains how to add a payment method and choose a plan to reactivate the account.

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