Capboard onboarding

4 emails over 10 days, counted from the day we signed up.

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Day 0First email
Email 1 · WelcomeThank you for joining Capboard. Let’s get you started.
Day 0Same day
Email 2 · OnboardingYour equity on Capboard [Step 1]
Day 66 days later

What each email does

Day 0First emailWelcomeThank you for joining Capboard. Let’s get you started.Capboard welcomes the new user and introduces its mission to make equity management easier. The CEO invites them to get started and offers a way to ask questions or book a call.
Day 0Same dayOnboardingYour equity on Capboard [Step 1]Capboard guides a new user through adding their incorporation as the next setup step. It also points to written and video guides and offers direct support by email or call.

OnboardingYour equity on Capboard [Almost ready]Guides a new user to add financing rounds as the next step in setting up equity management. It offers an article and video guide, plus a way to ask questions or book a call.

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