Pre-Purchase Welcome

ClickUp’s welcome program starts with an action-driven overview email, helping users immediately access training, set up integrations, and start building their workspace. After that, they send targeted educational emails that introduce key product concepts step-by-step, like mastering ClickUp’s flexible hierarchy (Workspaces, Spaces, Folders, Lists). Each follow-up email is highly visual, practical, and encourages immediate action, backed by links to deeper learning resources like ClickUp University. The overall tone stays helpful, motivational, and focused on building early confidence and momentum.