Product: Finly

Description: A SaaS tool that simplifies bookkeeping, automates invoicing and provides real-time financial insights for small businesses, helping owners save time and focus on growth.

Brief: An email campaign to convert free trial users into paid customers. The emails should highlight the features in the beginning and slowly ease into a sense of urgency about the trial expiring.

Tone: A balance between understanding and formal. Build trust.

Other: Use PAS (problem, agitate, solve) framework where needed.

Subject Line: 🏆 Welcome to Finly

Body:

Hi [Name],

Is managing business finances the toughest part of your day too? Manual bookkeeping and scattered financial data slows down even the best of us.

These tasks don’t just take up your time, they can also lead to errors that hurt your business.

That’s why we built Finly. A smart, intuitive platform that handles:

● Bookkeeping Automation

● Effortless Invoicing

● Real-Time Insights

Get started now by exploring your dashboard.

[Button] CTA: Get started

Subject Line: Bookkeeping day? See what finly can do.

Body:

Hi [Name],

We hope you’re enjoying your free trial!

Bookkeeping is stressful. It really doesn’t have to be. Here are three features that small businesses love:

Automated Bookkeeping: Say goodbye to manual data entry.

Real-Time Insights: Get up-to-date financial reports anytime, anywhere.

Tax-Ready Records: Stay organized and ready for tax season.

📽️ Watch this 2-minute demo to learn how these tools can save you hours every week.

[Watch demo]

If you have questions or need support, I’m here to help!

Tyler

Subject Line: How Coco Saved 10 hrs a week with Finly

Body:

Hi [Name],

Coco was just like the hundreds of businesses struggling with manual bookkeeping, every month.

Imagine wasting 10+ hours every week on repetitive tasks - time you could use to grow your business, connect with clients or simply take that well-earned break.

With Finly, Coco:

✅ Automated their bookkeeping.

✅ Streamlined their invoicing.

✅ Saved 10+ hours every week and reduced errors by 80%.

What could you achieve with those extra hours?

📽️ [Watch this short demo] to see how Finly can help you reclaim your time.

[Explore Features]

Tyler

Subject Line: ⌛ Your free trial of Finly ends in 3 days

Body:

Hi [Name],

Your free trial of finly is wrapping up, but you still have time to unlock all the features you’ve been exploring!

Here’s what you’ve accomplished so far:

Bank Accounts Linked:

Invoices Sent:

Financial Reports Generated:

Upgrade today and enjoy 15% off your first year.

[Explore plans]

Need a bit more info before making a decision? Book a slot on my calendar here to schedule a chat.

Tyler

Subject Line: Last chance to simplify your finances

Body:

Hi [Name],

Managing your bookkeeping manually can lead to missed deadlines, costly errors and hours of wasted time every week.

Letting your trial expire means giving up the tools that save you time, reduce stress and make managing your finances effortless.

Upgrade to Finly today and continue to benefit from:

✅ Automated Bookkeeping: Eliminate manual data entry for good.

✅ Seamless Invoicing: Send professional invoices in seconds.

✅ Real-Time Financial Reports: Always stay on top of your numbers.

Special Offer: Upgrade today and enjoy 3 months of Finly Premium at half the price!

[Upgrade now]

Need support? Book a slot on my calendar here to schedule a chat.

Tyler