Introduction to client welcome emails

When clients are comfortable with FreeAgent, they're more likely to be engaged and update their data regularly and accurately, so it’s important to onboard them well.

To take the pressure off your practice, FreeAgent has introduced automated onboarding emails for all clients added from 12th June 2018 onwards.

How does it work?

Whenever you add a new client to your Practice Dashboard, your client will receive a series of automated emails from FreeAgent during the two weeks after their first login. This email journey is specially designed for practice-managed clients to teach them how to do essential tasks on FreeAgent:

Download the mobile app
Create an invoice
Capture a receipt and record an out-of-pocket expense
Set up their bank feed

Email example 4 tips

Where can I see these emails?

There are two different email journeys for clients with sole trader, partnership and limited company accounts, depending on the permission level you’ve set for them.

Permission levels 3 and under will not receive an email journey as they have very limited visibility of features and functionality.

Clients with unincorporated landlord accounts will receive two different email journeys, depending on the permission level you’ve set for them.

Permission levels 5 and under will not receive an email journey as they have very limited visibility of features and functionality.

FAQs

Can I select which clients receive the emails? Not yet. All new clients added will receive the onboarding email journey - you can’t pick and choose at the moment.

What if I prefer to do my own onboarding? We see the automated emails as the perfect complement to your practice’s own onboarding process, but if you’d rather your client did not receive the emails, you just need to inform your account manager.

We hope this will help you spend less time onboarding and more time having meaningful conversations with your clients.

As always, your account manager will be pleased to answer any questions you might have.