Step 1: Client intake
You will get a sign-in to ClickUp where you’ll have a few tasks waiting for you. There you’ll tell us more about your product, your sales model, your brand’s voice etc.
Step 2: Analysis
Your account manager will review all of this intake information and go through your onboarding experience. Based on this data, they will make informed recommendations for improvements.
Step 3: Creating
Your creative team, looking at the design brief, will write and design the emails you need to have a great user onboarding experience. You’ll then provide us with feedback so we can get it perfect.
Step 4: Implementing
After your creative is on-point, our developer will log into your email system, make sure the events are feeding into it, and implement your emails to send at the right times. We’ll then test this implementation. Once you’re satisfied with the work, just turn it on.
Step 5: Optimizing
If you chose to add on our Optimizing service, we will monitor your onboarding metrics for health, identify any growth opportunities and manage one a/b test per month.
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- Source: https://www.inturact.com/onboarding-pricing
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