Email sequence ยท Onboarding
Penny Path
Brief: A three-email welcome series for a fictional budgeting app, built to get new users to connect an account and set one goal in their first week. Spec sample for a fictional brand, not client work.
Email 1 · Sent immediately
Subject: Welcome to Penny Path. Start with one number.
Preview: You do not need a perfect budget today.
Hi Jordan,
Welcome. Most budgeting apps start by asking you to track everything. We would rather you start with one number: how much you want to have left at the end of the month.
Connect your account and we will show you where you stand. It takes about two minutes.
Connect my account
Glad you are here,
The Penny Path team
Email 2 · Day 3
Subject: One goal is plenty
Preview: Pick something small and make it real.
Hi Jordan,
People who name one specific goal tend to stick with a budget longer than people who try to fix everything at once. It can be small: a $500 cushion, a trip, a bill you want gone.
Set your first goal and Penny Path will show you the weekly amount that gets you there.
Set my first goal
Email 3 · Day 7
Subject: Your first week, in plain numbers
Preview: Here is what Penny Path noticed.
Hi Jordan,
One week in. Your summary is ready: where your money went, what is coming up, and how close you are to your goal. No judgment, just the picture.
See my week
If something feels off, reply to this email. A real person reads it.
Names, numbers and the brand are fictional. No performance claims are made.