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Email examplesSequencesShiftCare

ShiftCare onboarding

12 emails over 7 days, counted from the day we signed up.

Clone this sequencePreview it for your brand
  1. Day 0First email
    Email 1 · Welcome[First name], your goal today 🚀 Publish your first shift in ShiftCare.Unlock the value of your ShiftCare trial. Let’s get you started in 10 minutes.
  2. Day 11 day later
    Email 2 · WelcomeAjit from ShiftCare
  3. Day 21 day later

What each email does

  1. Day 0First emailWelcome[First name], your goal today 🚀 Publish your first shift in ShiftCare.Welcomes new trial users and gives them three steps to publish their first shift in about 10 minutes. It also points to in-app support and a consultant conversation.
  2. Day 11 day laterWelcomeAjit from ShiftCareAjit welcomes the new subscriber, offers a short call to help tailor their trial setup, and explains that setup guidance will follow. He invites them to reply or call if they need help.
Email 3 · OnboardingWhere providers actually lose money - Ajit from ShiftCare
  • Day 31 day later
    Email 4 · OnboardingScheduling Sorted - Tips to Build this Week’s Schedule 🗓️Your Schedules in one place - your week at a glance. Let’s go through the basics.
  • Day 3Same day
    Email 5 · OnboardingWhere providers actually lose money - Ajit from ShiftCare
  • Day 41 day later
    Email 6 · OnboardingFive questions worth answering - Ajit from ShiftCare
  • Day 51 day later
    Email 7 · OnboardingFinally - Connected Accounting, Billing + Invoicing 🔄No double handling. No rework. Say hello to clean and seamless billing - from care planning to delivery.
  • Day 5Same day
    Email 8 · OnboardingFive questions worth answering - Ajit from ShiftCare
  • Day 61 day later
    Email 9 · Trial ending[First name], don’t lose your momentum. Upgrade to keep your progressYour ShiftCare trial is ending soon
  • Day 6Same day
    Email 10 · OnboardingWe're fine for now - Ajit from ShiftCare
  • Day 71 day later
    Email 11 · Trial expiredNeed more time? Extend your ShiftCare trial for free 🙌Get 7 more days to explore ShiftCare, [First name]!
  • Day 7Same day
    Email 12 · Trial endingYour trial ends tomorrow - Ajit from ShiftCare
  • Day 21 day later
    OnboardingWhere providers actually lose money - Ajit from ShiftCareAjit shares common operational causes of lost provider margin and practices that can help protect it. He offers to discuss the recipient’s operations on a call or by reply.
  • Day 31 day laterOnboardingScheduling Sorted - Tips to Build this Week’s Schedule 🗓️Guides new users through setting up and publishing their first schedule. It highlights key scheduling tools, estimates the time required, and points to support resources.
  • Day 3Same dayOnboardingWhere providers actually lose money - Ajit from ShiftCareA few days into the recipient’s trial, a ShiftCare representative offers a short, no-pressure call to discuss what they are trying to solve. The email also invites them to reply with a question if a call is not a good fit.
  • Day 41 day laterOnboardingFive questions worth answering - Ajit from ShiftCareA ShiftCare representative shares five operational questions to help care providers assess their business and identify areas of concern. The email invites the recipient to reply or book a call to discuss their answers.
  • Day 51 day laterOnboardingFinally - Connected Accounting, Billing + Invoicing 🔄A mid-trial checkpoint introduces billing and invoicing after the subscriber has learned the basics. It offers setup and preview paths, plus access to live chat and a guided conversation.
  • Day 5Same dayOnboardingFive questions worth answering - Ajit from ShiftCareA personal follow-up uses a care provider's growth story to illustrate the cost of administrative work. It invites the recipient to share a challenge or book a call with a representative.
  • Day 61 day laterTrial ending[First name], don’t lose your momentum. Upgrade to keep your progressShiftCare reminds the recipient that their trial is ending and invites them to upgrade to keep using the platform. It highlights annual-plan savings, key features, and flexible month-to-month options.
  • Day 6Same dayOnboardingWe're fine for now - Ajit from ShiftCareAjit addresses two common reasons care providers delay setting up their operations, reframes the costs of waiting, and invites the recipient to reply with the concern that fits them.
  • Day 71 day laterTrial expiredNeed more time? Extend your ShiftCare trial for free 🙌ShiftCare tells the recipient their trial has ended and offers a free seven-day extension. It also invites them to book time with the team for setup support.
  • Day 7Same dayTrial endingYour trial ends tomorrow - Ajit from ShiftCareAjit tells the recipient their trial is ending and offers a short call or more time to test ShiftCare. He also points them to useful resources and leaves the decision open.
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