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Email examplesSequencesTali AI

Tali AI onboarding

4 emails over 6 days, counted from the day we signed up.

Clone this sequencePreview it for your brand
  1. Day 0First email
    Email 1 · WelcomeWelcome to Tali – Let’s Set You Up for Success!
  2. Day 44 days later
    Email 2 · Onboarding[First name], just checking in
  3. Day 62 days later
    Email 3 · Feature tipHow's it going with Tali?Make the most of Tali while your trial is still active
  4. Day 6Same day
    Email 4 · OnboardingHow’s Tali fitting into your day so far?

What each email does

  1. Day 0First emailWelcomeWelcome to Tali – Let’s Set You Up for Success!Welcomes new users and guides them through recording their first encounter, integrating Tali with an EMR/EHR, and customizing note templates. It also offers a short setup video and several ways to get support.
  2. Day 44 days laterOnboarding[First name], just checking inA Tali AI representative checks in on the recipient’s trial use and offers help with setup or a quick demo. The email points to a booking link as the next step.
  3. Day 62 days laterFeature tipHow's it going with Tali?Tali highlights ways to personalize SOAP notes and use its multilingual support during the recipient’s trial. It also offers help by email or a meeting with the customer success team.
  4. Day 6Same dayOnboardingHow’s Tali fitting into your day so far?A team representative checks in on the recipient’s trial experience, shares a benefit clinicians notice, and offers guidance or a call.

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