TaxJar onboarding

9 emails over 23 days, counted from the first email.

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Day 0First email
Email 1 · OnboardingStep 1: See where you have tax obligations in four easy stepsCongrats on taking the first step towards simplifying sales tax management.
Day 0Same day
Email 2 · OnboardingHi from TaxJar
Day 55 days later

What each email does

Day 0First emailOnboardingStep 1: See where you have tax obligations in four easy stepsTaxJar guides new users through setting up their account, connecting sales channels, and checking sales tax obligations. It also points to filing options and support resources.
Day 0Same dayOnboardingHi from TaxJarA TaxJar representative checks in while the recipient explores the product and offers a live walkthrough. The email outlines what the call can cover and invites the recipient to schedule time.

Email 3 · OnboardingAre you collecting the right tax amount? Connect your store to find outGet the most out of TaxJar. Connect your sales channels in a few easy steps.

OnboardingAre you collecting the right tax amount? Connect your store to find outGuides a new user through connecting sales channels to TaxJar and explains how syncing them makes sales tax reporting and compliance easier.

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