Lunch Money onboarding

11 emails over 30 days, counted from the day we signed up.

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Day 0First email
Email 1 · WelcomeA quick message from the founder: 👋 Welcome to Lunch Money!Thanks for signing up and welcome aboard!
Day 0Same day
Email 2 · OnboardingNext steps to get the most out of Lunch Money
Day 44 days later
Email 3 · OnboardingConnect with your new community 🎈Lunch Money is more than just an app!
Day 62 days later
Email 4 · OnboardingYour banks 🤝 Lunch MoneyLet's get your transactions imported!
Day 82 days later
Email 5 · OnboardingTry these 3 powerful budgeting featuresCustom periods, rollover by category, auto-fill from history
Day 124 days later
Email 6 · OnboardingSee what the Lunch Money community is building ⚡Our developer ecosystem is thriving!
Day 153 days later
Email 7 · Feature tipIs your calendar open?Dive deeper with our query tool and calendar feature!
Day 194 days later
Email 8 · Feature tipSharing some of our favorite hidden gems 💎Have you tried our companion mobile app?
Day 278 days later
Email 9 · Trial endingLock in your forever price — we’ll never raise it.Your Lunch Money trial wraps up in 3 days!
Day 292 days later
Email 10 · Trial endingLast day to lock in your forever rate 🔒Your trial ends tomorrow!
Day 301 day later
Email 11 · Trial expiredYour Lunch Money trial has endedKeep your budgets, data, and insights going

What each email does

Day 0First emailWelcomeA quick message from the founder: 👋 Welcome to Lunch Money!Founder Jen welcomes the new subscriber, shares the story behind Lunch Money, and points to setup help, community, and more ways to follow the company.
Day 0Same dayOnboardingNext steps to get the most out of Lunch MoneyGuides new users through adding transactions after setting up categories, with options for bank syncing, uploads, manual entry, and imports. Offers direct help from the founder and links to additional resources.
Day 44 days laterOnboardingConnect with your new community 🎈Lunch Money introduces its community and points new users to places to connect, share feedback, and keep up with updates. The founder closes with a personal invitation to reply.
Day 62 days laterOnboardingYour banks 🤝 Lunch MoneyJen explains why importing transactions is an important first step and offers several ways to do it. She invites the recipient to reply for help and includes links to support resources and the community.
Day 82 days laterOnboardingTry these 3 powerful budgeting featuresJen introduces three ways to customize budgets, from setting custom periods to rolling over category balances. She encourages the new subscriber to try the features and shares links to additional resources.
Day 124 days laterOnboardingSee what the Lunch Money community is building ⚡Introduces Lunch Money’s developer platform and highlights community-built tools that work with the app. It invites readers to explore projects, join Discord, or reply with questions.
Day 153 days laterFeature tipIs your calendar open?Jen introduces Lunch Money’s calendar, reporting, query, and saved-query tools for exploring spending patterns. The email points readers to try the Calendar and Query Tool, with links to additional resources in the footer.
Day 194 days laterFeature tipSharing some of our favorite hidden gems 💎Lunch Money highlights useful features, including its mobile app, collaborators, rules, attachments, and multicurrency support. It also invites subscribers to share or vote on ideas through its feedback board.
Day 278 days laterTrial endingLock in your forever price — we’ll never raise it.Jen reminds the recipient that their trial ends in three days and explains what happens afterward. She outlines the flexible pricing and price-lock guarantee, then points them to update their billing information.
Day 292 days laterTrial endingLast day to lock in your forever rate 🔒Jen reminds the recipient that their trial ends tomorrow and highlights benefits of continuing, including a locked-in rate. The email offers a billing link, a trial extension, and ways to get help.
Day 301 day laterTrial expiredYour Lunch Money trial has endedJen lets the recipient know their trial has ended and explains that their data will be removed in 30 days if they do not subscribe. The email offers a way to keep the account and data, plus community and support options for anyone who is unsure.

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