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Email examplesSequencesFlowlu

Flowlu onboarding

10 emails over 6 days, counted from the day we signed up.

Clone this sequencePreview it for your brand
  1. Day 0First email
    Email 1 · WelcomeYour Flowlu login details
  2. Day 0Same day
    Email 2 · WelcomeStart your Flowlu trial right: Key tips inside (1/7)Your 7-day trial is live, and here’s how to make the most of it.
  3. Day 0Same day

What each email does

  1. Day 0First emailWelcomeYour Flowlu login detailsWelcomes the new user, confirms the account is ready, and provides login details with a button to open the workspace.
  2. Day 0Same dayWelcomeStart your Flowlu trial right: Key tips inside (1/7)Welcomes new users to Flowlu and explains what they can access during the trial. It shares getting-started resources, offers a guided demo, and previews the upcoming email series.
Email 3 · WelcomeNice to meet you! I'm here to support you 👋I’ll be your main point of contact for all things Flowlu.
  • Day 11 day later
    Email 4 · OnboardingTo-Do, Kanban, Gantt, Calendar… which one’s yours? (2/7)The Flowlu Tasks module gives you flexible views to manage work your way.
  • Day 21 day later
    Email 5 · OnboardingProjects in Flowlu: the bigger picture of your work (3/7)Learn how to structure stages, milestones, and tasks, and keep budgets on track.
  • Day 31 day later
    Email 6 · OnboardingYour sales pipeline doesn’t have to live in spreadsheets (4/7)Learn how Flowlu helps to capture leads, build pipelines, and follow every opportunity.
  • Day 41 day later
    Email 7 · OnboardingBut what if invoices took seconds, not hours? (5/7)Flowlu’s document builder saves time and keeps everything consistent.
  • Day 51 day later
    Email 8 · Trial endingDon’t lose your progress in Flowlu 🔒Pick a plan, extend your trial, or let us help you decide.
  • Day 5Same day
    Email 9 · OnboardingBuild a knowledge base your team will actually use (6/7)Organize policies, resources, and guides in a searchable knowledge base.
  • Day 61 day later
    Email 10 · Onboarding5 underrated Flowlu features to save you hours each week (7/7)Go beyond the basics with tools that simplify teamwork and save hours.
  • Day 0
    Same day
    WelcomeNice to meet you! I'm here to support you 👋Flowlu introduces a dedicated account manager who offers support and a personalized walkthrough. The email includes a booking call to action and direct contact details.
  • Day 11 day laterOnboardingTo-Do, Kanban, Gantt, Calendar… which one’s yours? (2/7)The second email in a seven-part sequence introduces Flowlu’s Tasks module. It walks through task views, creation tools, time tracking, workflow customization, and mobile access, with tips and links to explore further.
  • Day 21 day laterOnboardingProjects in Flowlu: the bigger picture of your work (3/7)The third email in Flowlu’s signup sequence guides new users through setting up projects, tracking finances, using templates, and automating work. It shares practical tips and links to related tools and resources.
  • Day 31 day laterOnboardingYour sales pipeline doesn’t have to live in spreadsheets (4/7)Part of a signup sequence, this email guides new users through Flowlu’s CRM tools for capturing leads, managing pipelines, organizing contacts, tracking performance, and automating follow-ups. It includes setup tips and links to key CRM actions.
  • Day 41 day laterOnboardingBut what if invoices took seconds, not hours? (5/7)This onboarding email walks new users through creating invoices, managing a product catalog, tracking payments, and building document templates. It offers setup help and prompts users to log in and send their first invoice.
  • Day 51 day laterTrial endingDon’t lose your progress in Flowlu 🔒Flowlu explains the options as the trial nears its end, including choosing a paid plan, getting help, extending the trial, or continuing on the free plan. It also offers troubleshooting steps for changing plans.
  • Day 5Same dayOnboardingBuild a knowledge base your team will actually use (6/7)The email explains how teams can use Flowlu’s internal and external knowledge bases, with tips for keeping information useful and up to date. It encourages new users to create their first knowledge base.
  • Day 61 day laterOnboarding5 underrated Flowlu features to save you hours each week (7/7)Flowlu introduces five less familiar tools for managing data, collaborating with clients, chatting, customizing dashboards, and automating workflows. It explains practical uses and invites new users to log in and explore them.
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