Nifty onboarding

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

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Day 0First email
Email 1 · Welcome[First name], your workspace is ready — learn the basics in 30 seconds!
Day 0Same day
Email 2 · OnboardingGet help from a human
Day 11 day later
Email 3 · Onboarding[First name], bring your team into Nifty
Day 1Same day
Email 4 · OnboardingStill staring at an empty workspace?
Day 21 day later
Email 5 · OnboardingKill the chat sprawl with streamlined communications
Day 42 days later
Email 6 · OnboardingDocs that live next to the work they describe
Day 51 day later
Email 7 · OnboardingIt's Nifty's most popular feature for a reason

What each email does

Day 0First emailWelcome[First name], your workspace is ready — learn the basics in 30 seconds!Welcomes the new user and introduces workspace organization, team roles, and AI integrations. It also points to setup guides and explains how to import work from other tools.
Day 0Same dayOnboardingGet help from a humanNifty offers new users a free, tailored setup call to help configure projects, discover automations, and choose a suitable plan. It also invites them to reply by email if they prefer.
Day 11 day laterOnboarding[First name], bring your team into NiftyNifty guides a new user through inviting teammates, explaining how to share an invite and set up collaboration on projects and tasks. A single button leads to the invitation flow.
Day 1Same dayOnboardingStill staring at an empty workspace?Nifty helps a new user get started by offering three quick ways to populate an empty workspace: generate a project with AI, import existing data, or create personal tasks. It invites the recipient to reply with questions.
Day 21 day laterOnboardingKill the chat sprawl with streamlined communicationsIntroduces ways to connect chat and project work in Nifty, including turning messages into tasks and starting video calls. It also reassures new users that they can keep using Slack or Teams through integrations.
Day 42 days laterOnboardingDocs that live next to the work they describeIntroduces Nifty Docs and related file features as a way to keep project documentation alongside the work. It highlights key capabilities and invites the recipient to learn more.
Day 51 day laterOnboardingIt's Nifty's most popular feature for a reasonIntroduces Roadmaps as a way to report project progress and keep stakeholders aligned. It explains three capabilities and invites the reader to learn more.

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