Deputy onboarding

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

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Day 0First email
Email 1 · WelcomeStep 1 of 6: Start your first scheduleStart small, keep it in draft, and see how Deputy works before your team sees anything.
Day 22 days later
Email 2 · OnboardingReady for your next step?Get help, next steps, or a quick setup sense check.
Day 2Same day

What each email does

Day 0First emailWelcomeStep 1 of 6: Start your first scheduleWelcomes new users and guides them to create a simple first schedule, reassuring them it will stay private until published. It also points to setup videos, live demos, and support resources.
Day 22 days laterOnboardingReady for your next step?A Deputy consultant checks in during the recipient’s trial, offering help with setup and next steps. The email points to a meeting request, live support, and training resources.

OnboardingDeputy in Action: Q&A with Liz, your Deputy expertLiz invites the new trial user to a weekly demo and Q&A, then points them to on-demand training and support resources to help set up Deputy.

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