Portant onboarding

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

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Day 0First email
Email 1 · WelcomeWelcome to Portant: Automate your first document in HubSpotThanks for signing up! Here's how to automate your first contract, proposal or quote in HubSpot—in a few clicks! :)
Day 33 days later
Email 2 · Activation nudgeNeed a hand automating your first document?Thanks for signing up to Portant. Noticed you installed Portant but haven't generated your first document yet. Here's how to get started in 60 seconds

What each email does

Day 0First emailWelcomeWelcome to Portant: Automate your first document in HubSpotPortant welcomes the new subscriber and shows how to automate a document in HubSpot with a short demo. It offers support resources and a personal reply from the co-founder.
Day 33 days laterActivation nudgeNeed a hand automating your first document?Portant follows up because the recipient installed the app but has not automated a document yet. It offers a short video and several ways to get help from the team.

OnboardingHey [First name]! Automate your quotes, contracts, proposals, and invoices in ONE CLICK - our most popular template workflows! 🚀Introduces ready-made Portant workflows for creating proposals, quotes, contracts, and invoices in HubSpot. It encourages new users to start with a template and offers support docs, a kickoff session, and tutorials.

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