New User & Import Messages

System Emails

Saas | Email | 1 🫶

Subject: {{contact.first_name}}, Congrats You're In!

Preview Text: Welcome to your new OS!

Body:

Welcome {{contact.first_name}}! 🥳

Smart move, on starting your OS journey.

Account Details:

First Name: {{user.first_name}}

Last Name: {{user.last_name}}

User Email: {{user.email}}

OS will be a gift that keeps on giving.

Stick with us and you’ll see, very shortly.

Lets do this {{contact.first_name}}!

Thank you!

The OS Team

New Account + Onboarding Reminder Messages 🫶

New Account | Email | 1 🫶

Subject: {{contact.first_name}}, Congrats You're In!

Preview Text: Welcome to your new OS!

Body:

Welcome {{contact.first_name}}!

First off, THANK YOU and well done for starting your journey with your new OS ! It's a big step forward, and we’re excited to see you've taken the plunge.

My name is Champ, I'm the customer success champion here on the OS team, and I'm here to support you every step of the way.

>> A few tips to get you started:

1/ Login - we have sent you a separate email with instructions to create your password and login.

The login page is app.teamos.ai - bookmark this for easy access.

2/ Head to the Chat Widget in the bottom right corner of your account. Complete the checklists under the "tasks" tab to start learning how to use your OS.

(Note: it may take a moment for your account to populate the checklists if you signed up during the night EST, or weekends, the team is on it!)

3/ Onboard with us live! Book your onboarding kick-off session here.

4/ Need support? Our team is here for you. Don't hesitate to send us an email at Success@teamos.ai or text / whatsapp us at 205-793-5989.

The best way to contact us is to use the chat widget on the bottom right of your account for the fastest response!

5/ A word of advice: if you’re not committed and curious it will feel hard. So dive in 100%. Test it, explore it, and don't hesitate to reach out for support. It takes 63-68 days to learn a new habit, if it feels awkward at first that's a good sign to keep going!

We know you're going to love your OS. And we can't wait to see how it will transform your business and help you start and scale with simplicity!

Action creates clarity.

Big Thanks!

Talk soon,

Champ.

The OS Team's Customer Success Champion.

New Account | Email | 2 🫶

Subject: {{contact.first_name}}, Please book your onboarding call!

Preview Text: Bumping This Up!

Body:

Bumping this!

{{contact.first_name}}, Please book your onboarding call with the team!

Click here to book.

Let's do this {{contact.first_name}}!

Thank you!

New Account | Email | 3 🫶

Subject: {{contact.first_name}}, Please book your onboarding call!

Preview Text: Bumping This Up!

Body:

Bumping this!

{{contact.first_name}}, Please book your onboarding call with the team!

Click here to book.

Let's do this {{contact.first_name}}!

Thank you!

New Account | SMS | 1 🫶

Welcome {{contact.first_name}}!

First of all, a big THANK YOU and well done for starting your journey with your new OS ! It's a big step forward, and we’re delighted you've taken the plunge.

This is the OS team here, and we’re here to support you every step of the way.

1. Please, check your email for your login details, and save our number to easily be able to reach us in the future.

2. Then, once you're logged in please reply with "I'm In" to confirm you have access to your account.

You rock!

See you soon!

New Account | SMS | 2 🫶

Let's get started with OS, {{contact.first_name}}! 🥳 It looks like you haven't scheduled your onboarding call yet.

Please go ahead and book it here: {{trigger_link.ukEntKivMRRAEPxQpFJd}}

Thank you,

{{location.name}}!

New Account | SMS | 3 🫶

Bumping this!

Hey {{contact.first_name}},

Friendly reminder to book in with us: {{trigger_link.ukEntKivMRRAEPxQpFJd}}

Thank you,

New Account | WA | 1 🫶

Welcome To OS - {{contact.first_name}}! 🥳

Check your email for your login details and the next steps.

Please reply with "I'm In" to confirm you have access to your account.

Need support? Our team is here for you. Don't hesitate to send us an email at Success@teamos.ai or a text / whatsapp to us at 205-793-5989 and save this number!

Thanks,

Import Messages:

New Account | Email | Import | 1 🫶

Subject: {{contact.first_name}}, Let’s Kick Things Off Right! 🚀

Preview Text: Don’t miss this step to get started smoothly.

Body:

Hi {{contact.first_name}},

To help us seamlessly import any additional software you’re using, we need your input! Please take 10 minutes to complete this import survey.

Click here to complete the survey

Once we have your details, our team will handle the rest and ensure everything is set up smoothly.

Thanks for your prompt response, {{contact.first_name}}! Let’s make this transition effortless.

Best,

The OS Team

New Account | Email | Import | 2 🫶

Subject: {{contact.first_name}}, Please Complete Your Import Survey!

Preview Text: Bumping This Up!

Body:

Bumping this!

{{contact.first_name}}, Please complete your import survey!

Click here to complete the survey.

Let's do this {{contact.first_name}}!

Thank you!

New Account | SMS | Import 1 🫶

Hi {{contact.first_name}},

We need your help to import any software you're using! Take 10 mins to complete this survey:

Once you’re done, we’ll handle the rest and ensure a smooth setup.

Thanks for your time, {{contact.first_name}}! 😊

The OS Team

New Account | SMS | Import 2 🫶

Let us get you set up, {{contact.first_name}}! 🥳 It looks like you haven't completed your import survey yet.

Please go ahead and complete it here: {{trigger_link.URtYIknlenfOPmJ711W0}}

Thank you,

{{location.name}}!

New Account | SMS | Import 3 🫶

Bumping this!

Hey {{contact.first_name}},

Friendly reminder to complete your import survey: {{trigger_link.ukEntKivMRRAEPxQpFJd}}

Thank you,