Jobber onboarding

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

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Day 0First email
Email 1 · OnboardingStep 1: Check out how much time you'll save on scheduling ⏰Your time matters. Take back control of your day
Day 11 day later
Email 2 · OnboardingStep 2: See how easy invoicing can be 💵No more late nights doing Other invoices
Day 21 day later
Email 3 · OnboardingStep 3: Try it yourself—quoting on easy mode ✅Jobber let's you send quotes in minutes, not hours. Send quotes from anywhere in just a few clicks.
Day 31 day later
Email 4 · OnboardingStep 4: Win more clients with customized quotesJobber let's you send quotes in minutes, not hours. Send quotes from anywhere in just a few clicks.
Day 41 day later
Email 5 · OnboardingTake your office on the road—download the Jobber app 📱Run your business from anywhere with the Jobber mobile app
Day 51 day later
Email 6 · OnboardingStep 5: Build a fully functioning website in minutesMake it easy for customers to find your business and explore your services with a simple, professional website you can set up in minutes.
Day 61 day later
Email 7 · OnboardingNot sure where to start? Come talk to us! 💬Talk to real person, no matter the question. Our team is always ready to listen
Day 82 days later
Email 8 · OnboardingWhy wait for checks? Get paid faster with JobberCollect before you leave the jobsite
Day 102 days later
Email 9 · Trial endingYour trial expires soon—check out this limited time offer ⏰Your Trial Ends In 2 Days: Buy today and get 20% off for 3 months on select plans

What each email does

Day 0First emailOnboardingStep 1: Check out how much time you'll save on scheduling ⏰Introduces Jobber and starts a step-by-step onboarding journey by inviting the recipient to try scheduling a job. It estimates the time needed and offers help from a product expert.
Day 11 day laterOnboardingStep 2: See how easy invoicing can be 💵This step in Jobber’s onboarding sequence shows how to create invoices and bill larger jobs in stages. It invites the new user to send themselves an invoice as a quick, two-minute exercise.
Day 21 day laterOnboardingStep 3: Try it yourself—quoting on easy mode ✅This step in Jobber’s signup sequence introduces its quoting tools and prompts the new user to send themselves a quote. It estimates the time required and offers access to product support.
Day 31 day laterOnboardingStep 4: Win more clients with customized quotesThe fourth email in Jobber’s signup sequence introduces customized quotes and encourages new users to create one. It highlights how the feature can help present work to clients and offers support from a product expert.
Day 41 day laterOnboardingTake your office on the road—download the Jobber app 📱Jobber introduces its mobile app as a way to manage scheduling, teams, and client communication on the go. It provides separate download buttons for iOS and Android, plus options to contact support.
Day 51 day laterOnboardingStep 5: Build a fully functioning website in minutesThis step in Jobber’s setup sequence encourages users to build a business website. It explains the included tools, estimates the time required, and offers expert help.
Day 61 day laterOnboardingNot sure where to start? Come talk to us! 💬Jobber offers new users help from product experts and points them to setup guidance and frequently viewed help articles. A single button leads to the Help Center.
Day 82 days laterOnboardingWhy wait for checks? Get paid faster with JobberJobber introduces its payment tools and explains how online payments and Tap to Pay can help service pros collect money on site. It encourages the recipient to set up Jobber Payments.
Day 102 days laterTrial endingYour trial expires soon—check out this limited time offer ⏰Jobber reminds the recipient that their trial ends in two days and offers 20% off select plans for three months. It provides options to choose a plan or contact a product expert.

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