FreeAgent onboarding

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

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Day 0First email
Email 1 · WelcomeWelcome - confirm your account now
Day 0Same day
Email 2 · WelcomeWelcome to FreeAgent [First name]! Let's get startedWelcome to your FreeAgent free trial! You've just joined over 200,000 other small business owners and freelancers who use FreeAgent to run their business.
Day 11 day later
Email 3 · Activation nudgeYou’re almost there! Start your free trial in just a few clicksWith FreeAgent, you can monitor your cashflow, send invoices and import your bank transactions quickly and easily. You just need to confirm a few business details.
Day 21 day later
Email 4 · Activation nudgeNeed a hand? FreeAgent’s support team makes the account set up process a doddleWith FreeAgent, you can monitor your cashflow, send invoices and import your bank transactions quickly and easily. You just need to confirm a few business details.
Day 31 day later
Email 5 · OnboardingLet us show you aroundSkip the guesswork. Watch our on-demand webinar to get up and running today.
Day 41 day later
Email 6 · OnboardingTake care of business with the FreeAgent mobile appManage your business accounts on the go with FreeAgent's powerful mobile app, rated highly by our customers
Day 62 days later
Email 7 · OnboardingPro tips to save your business time!Get the most out of FreeAgent with pro tips to save you and your business time

What each email does

Day 0First emailWelcomeWelcome - confirm your account nowWelcomes the new customer and asks them to confirm their account before using bank feeds or sending invoices. It also shares support details and account information.
Day 0Same dayWelcomeWelcome to FreeAgent [First name]! Let's get startedWelcomes new users to their free trial and points them to key setup tasks, including connecting a bank account, creating an invoice, recording expenses, and managing projects. Customer testimonials add reassurance.
Day 11 day laterActivation nudgeYou’re almost there! Start your free trial in just a few clicksFreeAgent prompts the new user to finish setting up their account by confirming a few business details. It highlights useful finance features and points to a setup guide and support if needed.
Day 21 day laterActivation nudgeNeed a hand? FreeAgent’s support team makes the account set up process a doddleFreeAgent reminds the recipient that they started setting up an account but did not finish. It points them to a setup guide and offers help from the support team.
Day 31 day laterOnboardingLet us show you aroundIntroduces a getting-started webinar to help new users set up FreeAgent and learn key features. It outlines what the webinar covers and invites them to watch.
Day 41 day laterOnboardingTake care of business with the FreeAgent mobile appIntroduces the FreeAgent mobile app and lists ways to manage invoices, expenses, payments, and finances on the go. It supports the pitch with app store ratings.
Day 62 days laterOnboardingPro tips to save your business time!FreeAgent shares practical steps for setting up bank feeds, invoices, payment options, and other tools. Each tip links to guidance to help new users get started.

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