Craftybase onboarding

Craftybase's 12-email onboarding sequence runs 16 days and mostly teaches one setup step per email, with a free setup call and a trial-end reminder layered in. Several subject lines and preview texts reference the trial, setup and production runs, and the sequence ends with a feedback request after the trial lapses.

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Day 0First email
Email 1 · WelcomeWelcome to StocksmithYour 14-day free trial starts now.
Day 11 day later
Email 2 · OnboardingStep 1: Get your products in placeToday, let’s get your products set up in Stocksmith.
Day 21 day later

What each email does

Day 0First emailWelcomeWelcome to StocksmithWelcomes the subscriber and confirms their 14-day trial has started. It introduces key production workflow terms and previews the next onboarding lesson.
Day 11 day laterOnboardingStep 1: Get your products in placeGuides new users through adding their first finished product, explains how products connect to inventory and production, and previews the next setup step.

Craftybase onboarding, analyzed

Updated Nov 15, 2026

The sequence teaches setup one step at a time

The first email, "Welcome to Stocksmith", was sent on day 0 and confirms that the 14-day free trial has started. The next several emails follow the order a new user needs to set up the system: products on day 1, materials on day 2, a recipe on day 4, a first production run on day 5, and a purchase on day 6. Several of these emails use a single call to action, and most of them preview the step that comes next.

The step emails are labeled by kind as onboarding emails, and each one is sent a day after the last in the first week. The gaps between them are short, so a user who follows along has the core setup steps in front of them within the first week.

A free setup call appears before the trial ends

On day 3, "Free 30 min setup call — book your slot" offers a 30-minute onboarding call, and its preview text says it is a free call "to help you get set up." The offer comes before the trial-ending reminder on day 11, which also mentions a free onboarding call. The call is the only help offer that appears in both the early and late part of the sequence.

On day 10, the founder-voice email "When inventory just… works" invites trial users who are still setting things up to share where they are stuck. Its preview text, "If you've recorded your first few production runs, you should be getting close to this feeling.", points to the smooth workflow that recording production runs is meant to lead to.

Trial-end emails shift from features to a plan choice

The day 11 email, "Your Stocksmith trial ends in 3 days", has the preview text "Everything you've built carries over when you subscribe." Its content lists key plan features and explains what carries over to a paid plan. The day 14 email, "Your Stocksmith trial is now over", explains what access ends with the trial and invites the reader to choose a plan, and the founder offers to help decide which plan fits.

The final email, sent on day 16, is titled "How can we make Stocksmith your production central?" with the preview text "We want your feedback!" It is the only email in the sequence with black and white colors rather than orange. Its content offers to extend the trial or help with setup, and invites feedback about missing features.