Email sequence · Fictional product · Follows the Harbor landing page
Four emails that take a trial to a decision.
A welcome-to-close sequence for someone who started a Harbor trial. Each email has one job. The last one gives a real reason to decide, and no fake countdown.
Email 1 · Day 0 · Welcome
Subject: Your Harbor trial is open
Preview: Start with one client, not your whole book.
Welcome. Your trial is open for 14 days.
The most useful way to spend it is also the smallest: pick one client whose documents usually arrive late, send them a single request, and see what happens.
Don’t migrate your whole book this week. If Harbor is going to be simpler than email, you’ll know from one file, not from twelve.
There’s a short walkthrough in your account of how to send that first request. It takes a few minutes. The rest of this sequence will meet you after you’ve tried it.
The Harbor team
Email 2 · Day 2 · The problem, named clearly
Subject: Why the close is always late
Preview: It usually isn’t the work. It’s the waiting.
Most delayed closes aren’t delayed by the work itself. They’re delayed by the waiting: the statement that hasn’t arrived, the follow-up you meant to send, the reply that came back with the wrong year.
That waiting lives in your inbox, where it looks like a conversation and behaves like a pile.
Harbor won’t do the accounting for you. It will make the missing pieces visible, and it will send the follow-ups you’d otherwise write at 9pm. If you haven’t invited a client yet, today is a good day to do it with just one.
The Harbor team
Email 3 · Day 5 · Activation
Subject: Invite one client this week
Preview: The trial only teaches you something if a real client is in it.
A trial with no client in it is just a tour. You already know what the pages look like. What you don’t know yet is how your actual client responds to a request that isn’t buried in an email thread.
Pick the client who is usually late. Send one request, for this period only, with a due date you’d be willing to say out loud. Then leave the follow-ups to Harbor.
If they upload what you asked for, you’ll feel the difference in that file. If they don’t, you’ll see it on a list instead of discovering it on the last day of the close.
Either result is useful. An empty trial isn’t.
The Harbor team
Email 4 · Day 9 · The decision
Subject: Five days left on your trial
Preview: A straight way to decide, without a countdown clock.
Your trial ends in five days. That is a real date, so we’re writing to you about it once, plainly.
A fair test is this: did a real client get a request, and was the follow-up quieter than it is in email? If yes, you should keep Harbor for that client and add the next one at your own pace. If no, you should let the trial end. We won’t pretend a door is closing that isn’t.
If you want to continue, you can choose a plan from your account before the trial runs out. If you need a longer look at one file, reply to this email and say so.
The Harbor team