Close onboarding

3 emails over 2 days, counted from the day we signed up.

Day 0First email
Email 1 · Welcome[First name], your Close trial starts now. Let’s go 🚀14 days to selling smarter, not harder
Day 11 day later
Email 2 · OnboardingOne inbox for all your sales conversations (calls, texts, and emails) in your Close trial13 days left on your free trial
Day 2

What each email does

Day 0First emailWelcome[First name], your Close trial starts now. Let’s go 🚀Close welcomes the recipient to a 14-day trial and outlines key setup steps, including syncing email, importing CRM data, and inviting teammates. It also highlights AI sales features and onboarding resources.
Day 11 day laterOnboardingOne inbox for all your sales conversations (calls, texts, and emails) in your Close trialSent one day into the trial, this email guides new users through setting up Close by connecting email, phone, SMS, and integrations. It also promotes AI assistance and offers onboarding resources.

OnboardingSales pipeline acceleration - organize your data with your Close trialA Day 3 trial email guides new Close users through importing data and customizing their CRM to organize leads, contacts, fields, activities, and pipelines. It also promotes AI assistance and additional onboarding resources.

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