Onboarding OS Emails

Onboarding Reminder | Emails

1 | Onboarding | Reminder | Instant | Email 🫶📧

Subject: {{contact.first_name}}, let’s get you up and running
Preview: Time to make this easy
Hey {{contact.first_name}},
Welcome to {{ custom_values.__product_or_service_name }}. Let’s get you dialed in fast.
Pick a time for your onboarding call: {{trigger_link.7zBFGKJszidIw1gFE1Mr}}
Talk soon,
{{location.name}}

2 | Onboarding | Reminder | 1 day later | Email 🫶📧

Subject: {{contact.first_name}}, let’s get your onboarding call locked in
Preview: Your onboarding call is waiting
Hey {{contact.first_name}},
Your onboarding call is still open. Let’s get it booked.
Grab a time here: {{trigger_link.7zBFGKJszidIw1gFE1Mr}}
We’re ready when you are.
Talk soon,
{{location.name}}

Onboarding Scheduled | Emails

1 | Onboarding | Scheduled | Instant | Email 🫶📧

Subject: {{contact.first_name}}, your onboarding call is locked in
Preview: Your meeting details are inside
Hey {{contact.first_name}},
You are all set. Your onboarding call is booked.
Date & Time: {{appointment.start_time}}
Location: {{appointment.meeting_location}}
Add it to your calendar here: {{appointment.add_to_google_calendar}}
See you soon,
{{location.name}}

2 | Onboarding | Scheduled | 1 day before | Email 🫶📧

Subject: {{contact.first_name}}, your call is tomorrow
Preview: 24 hours to go
Hey {{contact.first_name}},
Quick reminder. Your onboarding call is tomorrow at {{appointment.start_time}}.
Location: {{appointment.meeting_location}}
Take a minute to think about what you want to cover so we can make this worth your time.
See you then,
{{location.name}}

3 | Onboarding | Scheduled | 1 hour before | Email 🫶📧

Subject Line: {{contact.first_name}}, Your Call is in 1 Hour
Preview Text: Your meeting link is inside
Hey {{contact.first_name}},
Heads up. Your call is in 1 hour.
Location: {{appointment.meeting_location}}
Find a quiet spot, get a solid connection, and let’s make it count.
See you soon,
{{location.name}}

4 | Onboarding | Scheduled | 10 minutes before | Email 🫶📧

Subject Line: {{contact.first_name}}, Your Call Starts in 10 Minutes
Preview Text: Starting soon—don’t miss it
Hey {{contact.first_name}},
Your call is in 10 minutes.
Location: {{appointment.meeting_location}}
Grab a coffee, get settled, and let’s do this.
See you soon,
{{location.name}}

Onboarding No Show | Emails

1 | Onboarding | No Show | Instant | Email 🫶📧

Subject: {{contact.first_name}}, missed your call? Let’s fix that
Preview: Let’s find a time that works
Hey {{contact.first_name}},
Looks like we missed you on your call. No worries, let’s get it back on the books.
Reschedule here: {{appointment.reschedule_link}}
We will make it easy.
{{location.name}}

2 | Onboarding | No Show | 1 day later | Email 🫶📧

Subject: {{contact.first_name}}, let’s get this back on track
Preview: Let’s find a time that works
Hey {{contact.first_name}},
Missed your call? No big deal. Your goal is not going anywhere.
Grab a new time here: {{appointment.reschedule_link}}
Let’s make it happen.
{{location.name}}

3 | Onboarding | No Show | 2 Days Later | Email 🫶📧

Subject: {{contact.first_name}}, your goal is still waiting
Preview: Let’s get back on track
Body:
Hey {{contact.first_name}},
Your goals are still waiting, and we’re here to help. Let’s get your call rescheduled and make some moves.
Pick a time here: {{appointment.reschedule_link}}
See you soon,
{{location.name}}

Onboarding Cancelled | Emails

1 | Onboarding | Cancelled | Instant | Email 🫶📧

Subject: {{contact.first_name}}, had to cancel? Let’s reschedule
Preview: No worries—let’s lock in a better time
Body:
Hey {{contact.first_name}},
Saw you had to cancel—totally fine. Let’s find a time that works better for you.
Reschedule here: {{appointment.reschedule_link}}
Looking forward to it,
{{location.name}}
{{location.name}}
{{location.email}}

2 | Onboarding | Cancelled | 1 Day Later | Email 🫶📧

Subject: {{contact.first_name}}, let’s knock this out
Preview: Let’s get your onboarding call back on track
Body:
Hey {{contact.first_name}},
Let’s make this easy. Grab a time that works for your onboarding call, and we’ll get things rolling.
Here’s your link: {{appointment.reschedule_link}}
See you soon!
{{location.name}}

3 | Onboarding | Cancelled | 2 Days Later | Email 🫶📧

Subject: {{contact.first_name}}, your goal is still waiting
Preview: Let’s get this back on track
Body:
Hey {{contact.first_name}},
You started this for a reason—let’s not lose momentum. Reschedule your call and keep moving forward.
Pick a time here: {{appointment.reschedule_link}}
See you soon,
{{location.name}}