Float
Day 19 after signup
New: delivery dashboards 🎉
Why it works
- Lead with the new capability and explain the shared benefit before introducing each dashboard in turn.
- Pair each dashboard link with a concrete example of what users can track, then close with a practical setup tip.
How it is built
- Personal greeting
- Dashboard introduction
- Primary dashboard link
- Dashboard use cases
Email copy
Hey [First name], Float’s project finance and people operations dashboards tell you what's happening right now; so you can act early enough to do something about it. That’s Finance and Ops tuned in to the same numbers at the same time. What a vision! View dashboards → Track margin, revenue, and cost risk across active project work. Project finance dashboard → See capacity against demand, how time off is affecting availability, and whether your staffing mix is healthy. People operations dashboard → 💡 Pro tip: The more complete your Float setup, the more your dashboards can tell you. Make sure your team is scheduled, roles are assigned, rates are in, and budgets are set to get the most out of your dashboards. All the best, Alexandra Hubley Customer Growth at Float.com Don't want to get emails like this? Unsubscribe here