Rosie onboarding

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

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Day 0First email
Email 1 · WelcomeWelcome to Rosie! Your 7-day trial starts now
Day 0Same day
Email 2 · Activation nudgestuck?
Day 0Same day
Email 3 · Activation nudgeReady to go live? Here's how call forwarding works
Day 0Same day
Email 4 · OnboardingQuestions about Rosie? We're here to help
Day 22 days later
Email 5 · Upgrade promptTime limited: 25% off your AI answering service
Day 2Same day
Email 6 · OnboardingAdd your first FAQ (this takes 2 minutes)
Day 2Same day
Email 7 · Trial endingWhich Rosie plan fits your business?
Day 31 day later
Email 8 · OnboardingFree Website Chat from Rosie
Day 3Same day
Email 9 · Feature tipRosie has iOS and Android apps
Day 41 day later
Email 10 · Onboardingcustom message
Day 4Same day
Email 11 · Onboardingappointment booking?

What each email does

Day 0First emailWelcomeWelcome to Rosie! Your 7-day trial starts nowWelcomes the recipient to Rosie and confirms their 7-day trial has begun. It outlines the setup, testing, and call-forwarding steps to get the AI call answering service live.
Day 0Same dayActivation nudgestuck?Jess checks in after signup because the recipient has not made a test call yet. She asks what might be getting in the way and invites a reply so the team can help.
Day 0Same dayActivation nudgeReady to go live? Here's how call forwarding worksRosie explains how call forwarding works and what changes when a user moves from testing to live calls. It encourages the recipient to add a payment method and review their options to activate the service.
Day 0Same dayOnboardingQuestions about Rosie? We're here to helpJordan offers help setting up Rosie, answers common questions, and points the recipient to step-by-step guides. The note also reminds them that five days remain in their trial.
Day 22 days laterUpgrade promptTime limited: 25% off your AI answering serviceRosie reminds a new user that their free trial requires a payment card to continue, then offers a three-month discount for adding one today. The founder highlights the service's benefits and invites the recipient to reply with questions.
Day 2Same dayOnboardingAdd your first FAQ (this takes 2 minutes)Jordan guides new users through adding their first FAQ, explaining how it helps Rosie answer common customer questions. The setup is presented as a quick, three-step task.
Day 2Same dayTrial endingWhich Rosie plan fits your business?With four days left in the trial, Rosie explains its three plans and helps the reader choose based on their business needs. It notes that all features are available during the trial and invites the reader to review plan options.
Day 31 day laterOnboardingFree Website Chat from RosieJordan introduces Rosie’s Website Chat widget, explains how it handles website conversations and connects with existing message scenarios, then invites the recipient to install it.
Day 3Same dayFeature tipRosie has iOS and Android appsJordan introduces Rosie’s iOS and Android apps and explains how they help users manage calls, texts, summaries, and callbacks on the go. The email includes separate download links and notes that users can sign in with their trial details.
Day 41 day laterOnboardingcustom messageJordan explains how to set up custom questions so Rosie can collect more useful details from callers. The email gives examples of questions and points the reader to the setup step.
Day 4Same dayOnboardingappointment booking?Jordan introduces how Rosie can help turn calls into booked appointments and walks through the scheduling flow. The email directs new users to enable appointments in their settings and notes which plans include the feature.

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