Calxa onboarding

3 emails over 1 day, counted from the day we signed up.

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Day 0First email
Email 1 · OnboardingChecking in on your Calxa trial
Day 0Same day
Email 2 · WelcomeYour Calxa TrialHello [First name], Thanks for signing up to Calxa. Is there anything you need help with? I founded Calxa to give you the tools to manage your business better. Reporting shouldn't be complex; it shouldn't be hard. If we don't deliver on that, please, let me know! To build the foundations of
Day 11 day later

What each email does

Day 0First emailOnboardingChecking in on your Calxa trialA customer success specialist checks in on the recipient’s trial and offers help. The email invites them to book a short demo and provides contact details for follow-up questions.
Day 0Same dayWelcomeYour Calxa TrialCalxa’s founder welcomes a new trial user, points them to getting-started resources, and invites them to book a personalised session. It also offers direct support by phone and email.

OnboardingI'd like to help with your Calxa TrialA Calxa team member checks in with a new trial user and offers webinars, getting-started resources, and a one-on-one walkthrough. It also links to guides on cash flow forecasting and reporting.

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