Method CRM onboarding

9 emails over 13 days, counted from the day we signed up.

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Day 0First email
Email 1 · Welcome[First name] - Book a Demo!
Day 0Same day
Email 2 · WelcomeConnect QuickBooks to unlock your trialYour real customers, invoices, and data — all in one place.
Day 11 day later

What each email does

Day 0First emailWelcome[First name] - Book a Demo!Phuong welcomes the recipient after signup and offers a free demo to explain the basics of Method CRM. The email also provides ways to contact support and access the account.
Day 0Same dayWelcomeConnect QuickBooks to unlock your trialWelcomes the new user and explains how connecting QuickBooks brings customer and invoice data into Method. It highlights the benefits of syncing and offers onboarding help and quick-start guides.

Activation nudgeYou’re one step away from seeing Method in actionReminds a new user that they have not connected QuickBooks, a key setup step. It explains the benefits and security of the integration and offers help with questions.

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