Joist onboarding

9 emails over 11 days, counted from the first email.

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Day 0First email
Email 1 · OnboardingLet’s get your first invoice out.Software built for how contractors work
Day 0Same day
Email 2 · OnboardingCreate a professional invoice in minutesSend a quick test invoice to yourself and see Joist in action.
Day 11 day later
Email 3 · Activation nudgeSend yourself a test invoiceThere’s only one way to know if your invoices look good Observe Joist in action.
Day 32 days later
Email 4 · Activation nudgeNot sure where to begin?I’m here to help you get started with Joist.
Day 63 days later
Email 5 · Activation nudge68% of homeowners choose pros like thisProfessional invoices can help you stand out and win jobs.
Day 6Same day
Email 6 · Feature tipSee how your business is doingYour business data is already there. Take a look.
Day 82 days later
Email 7 · OnboardingNeed a hand getting started?If you need a hand getting started, I’m here.
Day 102 days later
Email 8 · OnboardingGet paid faster starting todayMake it easy for your customers to pay.
Day 111 day later
Email 9 · Trial endingYour trial ends tomorrowChoose a plan to keep using Joist for your business.

What each email does

Day 0First emailOnboardingLet’s get your first invoice out.Joist encourages new users to create and send a test invoice as a first step, then previews other ways the app can help contractors manage their work.
Day 0Same dayOnboardingCreate a professional invoice in minutesJoist guides new trial users through creating and sending their first invoice. It outlines three simple steps, highlights an AI writing tool, and points readers to the Help Center.
Day 11 day laterActivation nudgeSend yourself a test invoiceJoist reminds the recipient that they haven’t sent an invoice yet and walks them through creating and emailing a simple test invoice. Repeated calls to action make it easy to get started.
Day 32 days laterActivation nudgeNot sure where to begin?A customer success representative acknowledges that running a business is busy and suggests sending a test invoice as a simple first step. The email offers help and links to that action.
Day 63 days laterActivation nudge68% of homeowners choose pros like thisJoist encourages trial users to create a test invoice, using a homeowner preference statistic to explain how professional invoices can help contractors stand out.
Day 6Same dayFeature tipSee how your business is doingJoist explains how built-in reports help users track earnings, payments, estimates, and invoices. It encourages them to view their reports and use the data to understand their business.
Day 82 days laterOnboardingNeed a hand getting started?A customer success representative checks in with a trial user and offers help with creating an invoice, customizing it, or getting comfortable with the app. It invites the recipient to reply or visit the Help Center.
Day 102 days laterOnboardingGet paid faster starting todayJoist introduces its built-in payment options and explains how customers can pay invoices. It guides new users to enable payments in their settings.
Day 111 day laterTrial endingYour trial ends tomorrowReminds the recipient that their 14-day trial ends tomorrow and prompts them to choose a paid plan to keep using Joist. It briefly recaps the tools included and notes the starting price.

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