Kashoo onboarding

5 emails over 8 days, counted from the day we signed up.

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Day 0First email
Email 1 · WelcomeWelcome to TrulySmall Accounting 👋
Day 22 days later
Email 2 · OnboardingDiscover Auto-Post in TrulySmall ✨
Day 42 days later

What each email does

Day 0First emailWelcomeWelcome to TrulySmall Accounting 👋Welcomes new users to TrulySmall Accounting and outlines how to connect a bank, set category rules, upload receipts, and view reports. A single call to action invites them to start automating their accounting.
Day 22 days laterOnboardingDiscover Auto-Post in TrulySmall ✨Introduces automatic transaction posting and explains how connecting a bank account can simplify bookkeeping. It ends with a prompt to connect an account.

OnboardingGet Paid 3X Faster with TrulySmall and Stripe 💵Introduces invoicing and online payments in TrulySmall Accounting, then encourages the new user to get started. It also points readers who need estimates to a separate starting point.

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