Otterly.AI onboarding

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

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Day 0First email
Email 1 · WelcomeYour Trial confirmed: Let's find out where you stand in AI answers
Day 11 day later
Email 2 · OnboardingYour next steps with OtterlyAI
Day 32 days later
Email 3 · OnboardingCan AI even read your website? Find out in 2 minutes
Day 41 day later
Email 4 · OnboardingQuick question about your trial
Day 62 days later
Email 5 · Trial endingYour trial ends. Start your subscription today 🦦
Day 71 day later
Email 6 · Trial expired⚠️ Your OtterlyAI trial expires!Your OtterlyAI trial has ended
Day 81 day later
Email 7 · Onboarding7 prompts to copy into Claude today
Day 91 day later
Email 8 · Trial expiredYour OtterlyAI trial ended a few days ago

What each email does

Day 0First emailWelcomeYour Trial confirmed: Let's find out where you stand in AI answersWelcomes a new trial user and explains how to interpret their AI visibility report. It recommends a few first steps, offers personal help, and previews upcoming account recommendations.
Day 11 day laterOnboardingYour next steps with OtterlyAIA getting-started guide shows new users how to research prompts, use citation reports, and explore GEO experiments. It also highlights a new API and offers login and demo options.
Day 32 days laterOnboardingCan AI even read your website? Find out in 2 minutesIntroduces the GEO Audit and explains how it checks whether AI crawlers can access and understand a website. It guides new users to run their first audit and points out related dashboard tools and support.
Day 41 day laterOnboardingQuick question about your trialOtterly.AI’s co-founder checks in a few days into the recipient’s trial and offers a personal review of their report. The email also invites them to book a call and points to free research resources.
Day 62 days laterTrial endingYour trial ends. Start your subscription today 🦦The email explains what the recipient has built during the trial and warns that tracking and history will stop when it ends. It recommends a subscription plan, offers smaller and larger options, and invites the recipient to reply with questions.
Day 71 day laterTrial expired⚠️ Your OtterlyAI trial expires!Otterly.AI tells the recipient their trial has ended and reminds them what the service tracks. It compares three plans and offers ways to restore access or view plans.
Day 81 day laterOnboarding7 prompts to copy into Claude todayIntroduces practical ways to use the OtterlyAI MCP with Claude or ChatGPT. It provides copy-and-paste prompts for analyzing search data, building reports, and finding content gaps, then points readers to the prompt marketplace.
Day 91 day laterTrial expiredYour OtterlyAI trial ended a few days agoOtterlyAI explains what the subscriber loses visibility into now that their trial has ended and outlines the benefits of reactivating. It also offers plan guidance and a way to talk with the team.

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