Email template - Take your first steps on FreeAgent

Use this email template to prompt your clients to take their first steps on FreeAgent and direct them to the general Get Started page or your own.

Email Subject

Your FreeAgent account - Important first steps

Email Preview Text

After activating your account, take your first steps with FreeAgent and discover key features that will benefit you and your business.

Email Body

Dear [first name],

We have now set up your FreeAgent account so you can access your business finances 24/7 from your smartphone, create expenses on the go and lots more!

You will have received an activation email from FreeAgent to set up your password. Once you have activated your account, visit the Get Started page [add link] to take your important first steps with FreeAgent.

We’re excited to start using this great tool with you and will continue to provide you with the information that you need to make the best business decisions.

If you have any questions, please don’t hesitate to get in touch with us.

Yours sincerely,

[ _____ ]