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Email examplesSequencesTrackingTime

TrackingTime onboarding

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

Clone this sequencePreview it for your brand
  1. Day 0First email
    Email 1 · WelcomeWelcome to TrackingTime
  2. Day 11 day later
    Email 2 · OnboardingHow to set your workspace (1/5)
  3. Day 21 day later

What each email does

  1. Day 0First emailWelcomeWelcome to TrackingTimeJulia welcomes the new user and outlines three ways to get started: invite teammates, set work schedules, and install AutoTrack. She closes by offering help by email or a quick call.
  2. Day 11 day laterOnboardingHow to set your workspace (1/5)Julia guides new users through setting up a TrackingTime workspace, connecting projects, calendars, and other tools. The email offers a separate call to action for each setup step and invites readers to reply with questions.
Email 3 · OnboardingMake good use of your data (2/5)
  • Day 31 day later
    Email 4 · OnboardingKeep your project finances in check (3/5)
  • Day 3Same day
    Email 5 · Activation nudge[First name], Complete your timesheet ([First name] Studio)
  • Day 41 day later
    Email 6 · OnboardingManage your team attendance (4/5)
  • Day 4Same day
    Email 7 · Activation nudge[First name], Complete your timesheet ([First name] Studio)
  • Day 51 day later
    Email 8 · OnboardingTurn your hours into reliable data (5/5)
  • Day 5Same day
    Email 9 · Activation nudge[First name], Complete your timesheet ([First name] Studio)
  • Day 61 day later
    Email 10 · Activation nudge[First name], Complete your timesheet ([First name] Studio)
  • Day 71 day later
    Email 11 · Activation nudge[First name], Complete your timesheet ([First name] Studio)
  • Day 21 day later
    OnboardingMake good use of your data (2/5)Julia introduces the report types available in TrackingTime and explains how they help users track hours, share project information, monitor progress, and plan team availability. The email links to each report and offers personal help.
  • Day 31 day laterOnboardingKeep your project finances in check (3/5)Julia explains how to manage retainers, rates, billing methods, and project expenses in TrackingTime. The email encourages the new user to start billing and offers personal help.
  • Day 3Same dayActivation nudge[First name], Complete your timesheet ([First name] Studio)TrackingTime alerts the recipient that eight hours are missing from their last working day and prompts them to submit their hours.
  • Day 41 day laterOnboardingManage your team attendance (4/5)Introduces TrackingTime’s attendance feature and walks the recipient through enabling it, setting time-off policies, and reviewing requests. Offers help from a TrackingTime expert.
  • Day 4Same dayActivation nudge[First name], Complete your timesheet ([First name] Studio)TrackingTime notes that eight hours are missing from the recipient’s last working day and prompts them to submit their hours.
  • Day 51 day laterOnboardingTurn your hours into reliable data (5/5)The fifth email in a signup sequence highlights tools for keeping tracked time accurate, including policies, custom fields, approvals, and audits. It encourages the recipient to set up tracking policies and offers help from a TrackingTime expert.
  • Day 5Same dayActivation nudge[First name], Complete your timesheet ([First name] Studio)TrackingTime notes that eight hours are missing from the recipient’s last working day and prompts them to submit their hours. It also lists desktop and mobile app options and links to notification preferences.
  • Day 61 day laterActivation nudge[First name], Complete your timesheet ([First name] Studio)TrackingTime notes that eight hours are missing from the recipient’s last working day and prompts them to submit their hours.
  • Day 71 day laterActivation nudge[First name], Complete your timesheet ([First name] Studio)The email notes that 8 hours are missing for the recipient’s last working day and prompts them to submit their hours.
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