Email campaign sample

 

QuickBooks Email Campaign Series

4-Email Sales Funnel for Small Business Owners

Email #1: 

Subject: Your books are about to get SO much easier

Hi First Name,

Welcome to QuickBooks! 

You just made one of the smartest moves for your business. (Seriously, the future you is going to thank the present you.)

Here's what happens next:

• Today: Set up your account in under 10 minutes (we'll walk you through it)

• This week: Connect your bank and see your cash flow instantly

• Next week: Run your first financial report and feel like a total boss

Start with this quick win

Connect your business bank account right now. It takes 2 minutes and you'll immediately see:

• Where your money is actually going

• Which customers still owe you money

• Your real profit (not just what's in your bank account)

CONNECT YOUR BANK NOW - 2 MINUTES

Need help? Hit reply to this email. Our support team actually responds (weird, right?).

Pro tip: 78% of new users who connect their bank in the first 24 hours become long-term QuickBooks users. Just saying. 

Cheering you on,
Sarah from the QuickBooks Team

P.S. Your free trial gives you full access to everything. No features locked away. No "gotcha" moments. Just the real deal for 30 days.

Email #2: 

Subject: "I saved 15 hours this month" - Maria, Bakery Owner
 

Hey First Name,

Quick question: How many hours did you spend on bookkeeping last month?

If you're like most small business owners, it was probably somewhere between "too many" and "I don't want to think about it."

Here's what Maria from Sweet Dreams Bakery told us:

"Before QuickBooks, I was staying up until midnight every weekend trying to figure out my numbers. Now I know exactly where I stand in 5 minutes. I saved 15 hours this month alone."

Sound familiar?

• Shoebox full of receipts that judge you silently

• Spreadsheets that make you want to cry

• That panic feeling when someone asks about your profit margins

• Tax time approaching like a horror movie villain

The thing is... your competition isn't drowning in bookkeeping. They're using tools like QuickBooks to:

• Track expenses automatically (photos of receipts = instant categorization)

• Send professional invoices that get paid 2x faster

• Know their numbers without calculator-induced headaches

• Sleep better knowing everything is organized

SEE HOW QUICKBOOKS SAVES TIME - WATCH 2-MIN DEMO

Ready to get those 15 hours back? Your trial is still running. Why not set up expense tracking today?

SET UP EXPENSE TRACKING - 5 MINUTES

Talk soon,
Sarah

P.S. Maria also mentioned she's had zero "oh crap" moments since switching. Zero. That's the peace of mind we're talking about.

Email #3: 

Subject: Your trial expires in 7 days (here's what you'll miss)

First Name,

Your QuickBooks trial wraps up in 7 days.

I wanted to make sure you've experienced the features that make business owners say "How did I live without this?"

Have you tried these yet?

Bank Sync Magic

• Automatically categorizes 95% of your transactions

• Spots duplicate expenses before they mess up your books

• Shows real-time cash flow (not last month's guess)

Mobile Receipt Capture

• Snap photo = instant expense entry

• No more shoebox of shame

• GPS automatically logs mileage for business trips

Smart Invoicing

• Professional templates that get you paid faster

• Automatic payment reminders (so you don't have to be the bad guy)

• Accept credit cards and bank transfers

One-Click Reports

• Profit & Loss in 10 seconds

• Tax-ready reports that make your accountant happy

• Cash flow projections so you can plan ahead

The numbers don't lie:

• QuickBooks users save 8 hours per month on bookkeeping

• Get paid 2x faster with our invoicing

• 94% say it reduced their stress about money

CONTINUE WITH QUICKBOOKS - CHOOSE YOUR PLAN

Still exploring? I get it. Here's what happens if you don't continue:

• Back to manual entry and spreadsheet chaos

• Lose all your organized data and connections

• Return to staying up late wrestling with numbers

• Miss out on $50/month savings (limited-time pricing)

Want to talk it through? Book a 15-minute call with our specialists:

BOOK FREE CONSULTATION CALL

Your future self will thank you,
Sarah

P.S. Current pricing expires with your trial. After that, it goes up by $50/month. Just being transparent.

Email #4: 

Subject: FINAL NOTICE Your QuickBooks access expires tonight

First Name,

This is it. Your QuickBooks trial expires at midnight tonight.

After that:

• Your organized financial data gets locked

• Your connected bank feeds stop updating

• Your professional invoice templates disappear

• You go back to the old way of doing things

But here's the thing...

You're literally one click away from keeping everything you've built.

KEEP MY QUICKBOOKS ACCESS - SAVE $50/MONTH

Still on the fence? Let me ask you this:

What's more expensive:

• QuickBooks at $25/month

• OR staying up late every weekend fighting with spreadsheets?

What's riskier:

• Having organized, accurate books

• OR flying blind when tax season hits?

What feels better:

• Knowing your numbers instantly

• OR that sick feeling when someone asks about profit margins?

The choice is yours. But choose today.

YES, SAVE MY ACCOUNT - $25/MONTH

MAYBE LATER - I'LL LOSE MY DATA

Need 5 more minutes to decide? Call or text: (855) QUICKBOOKS
Our team is standing by until midnight.

This offer expires in:

COUNTDOWN TIMER: Hours : Minutes : Seconds

Don't let perfect be the enemy of good. Your books don't have to be perfect. They just have to be better than they are right now.

SECURE MY QUICKBOOKS ACCESS NOW

Rooting for your success,
Sarah & The QuickBooks Team

P.S. Over 4.2 million small businesses trust QuickBooks with their finances. You're in good company.