Float onboarding

11 emails over 29 days, counted from the day we signed up.

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Day 0First email
Email 1 · WelcomeWelcome to Float 👋
Day 11 day later
Email 2 · OnboardingYour people are the heart of your Schedule 💙
Day 32 days later
Email 3 · OnboardingNext up, adding projects in Float 📋
Day 63 days later
Email 4 · OnboardingNeed help getting started?
Day 82 days later
Email 5 · OnboardingAh, now the real Float magic begins ✨
Day 102 days later
Email 6 · OnboardingAdd rates, protect your margins 💸
Day 133 days later
Email 7 · Feature tipHave you tried Estimates in Float, yet? 💵
Day 174 days later
Email 8 · Feature tipGet the full picture of performance with Reports 📊
Day 214 days later
Email 9 · Trial endingYour trial ends in a few days. We can help 🤗
Day 276 days later
Email 10 · Trial endingNeed more time? Let’s extend your trial! 👇
Day 292 days later
Email 11 · Trial ending🤗 Your trial extension is waiting.

What each email does

Day 0First emailWelcomeWelcome to Float 👋Float welcomes the new subscriber and outlines three steps to set up a team, create a project, and schedule work. It also points to an onboarding video series and offers support.
Day 11 day laterOnboardingYour people are the heart of your Schedule 💙Alexandra explains why adding people helps teams see capacity, cost, and availability in Float. The email walks through manual entry, CSV import, and app sync, then offers a tip about adding people without sending invites.
Day 32 days laterOnboardingNext up, adding projects in Float 📋Float guides new users through creating a project, assigning people, and setting project details. It also shares tips for using templates, tags, and color coding.
Day 63 days laterOnboardingNeed help getting started?Float checks in with a new user who has not fully started exploring the product. It offers a training series, a quick-start guide, and the option to reply for personal help.
Day 82 days laterOnboardingAh, now the real Float magic begins ✨Float explains how to create and adjust work allocations in a schedule. It walks through the setup steps, shares a quick-add tip, and points to the allocation tool.
Day 102 days laterOnboardingAdd rates, protect your margins 💸Alexandra guides new Float users through setting cost rates, rate cards, and project budgets to track delivery margins. The email includes setup instructions, links to help resources, and a practical tip for negotiated client rates.
Day 133 days laterFeature tipHave you tried Estimates in Float, yet? 💵Alex explains how Float’s estimates feature helps teams scope projects and track delivery against a plan. The email highlights key capabilities and gives a short instruction for getting started.
Day 174 days laterFeature tipGet the full picture of performance with Reports 📊Float introduces People and Projects reports as ways to monitor team utilization, project performance, and budgets. It invites readers to create a report and points them to a video guide and support docs.
Day 214 days laterTrial endingYour trial ends in a few days. We can help 🤗Float reminds the recipient that their trial ends soon and notes that their schedule is not yet set up. It explains what access they will lose and invites them to add billing information to continue exploring.
Day 276 days laterTrial endingNeed more time? Let’s extend your trial! 👇Float offers the recipient a free seven-day trial extension and explains how the extra time can help with team scheduling and project planning. It invites them to request the extension by replying or using the button.
Day 292 days laterTrial ending🤗 Your trial extension is waiting.Float reminds the recipient that they can extend their trial by seven days, framing it as their last chance to claim the offer. It offers help with the evaluation and invites them to extend the trial.

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