Proposify onboarding

4 emails over 15 days, counted from the day we signed up.

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Day 0First email
Email 1 · WelcomeYou're in! Welcome to Proposify.
Day 0Same day
Email 2 · OnboardingAre you managing proposals for a team?
Day 1111 days later

What each email does

Day 0First emailWelcomeYou're in! Welcome to Proposify.Proposify welcomes the new trial user, explains how the platform helps create and track proposals, and guides them toward building a first proposal template. The co-founder also offers a demo for larger teams.
Day 0Same dayOnboardingAre you managing proposals for a team?A representative asks whether the new trial user is evaluating Proposify for themselves or a team. He offers help with templates and variables, invites them to connect, and shares a video.

Trial endingYour Proposify trial is endingProposify reminds the recipient that their 14-day trial ends soon and encourages them to upgrade to keep access. It also points to customer testimonials and offers help with onboarding.

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