PocketGuard onboarding

4 emails over 1 day, counted from the day we signed up.

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Day 0First email
Email 1 · WelcomeWelcome to PocketGuard!
Day 0Same day
Email 2 · WelcomeBudgeting 101 - 🤔 How to get started?
Day 0Same day

What each email does

Day 0First emailWelcomeWelcome to PocketGuard!Welcomes new PocketGuard users and walks them through setting up accounts, income, bills, budgets, and savings goals. It also introduces PocketGuard Plus and links to product updates and blog content.
Day 0Same dayWelcomeBudgeting 101 - 🤔 How to get started?Welcomes the new subscriber, explains that a six-day feature series is coming, and offers setup guidance for connecting accounts, tracking assets, and adding family members.

OnboardingBudgeting 101 - 📈 Ready to plan for the future?Introduces PocketGuard’s planning tools, including recurring transactions, rollover budgeting, and progress tracking. It guides new users toward setting up a plan in the app.

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