Company overview

• Company Name: Timely

• Industry: SaaS – Health & Wellness

• Product: Online scheduling and management for yoga studios

• Description:

  Timely is a SaaS platform that helps small yoga studios and holistic centers manage their class bookings, payments, customer communication, and schedules in one clean interface.

Client Goals

• Client: Onda Yoga Studio

• Plan: PRO Plan – €300/month

• Goals:

  • Migrate from Excel to Timely
  • Automate class reminders via email
  • Start selling memberships online

  Welcome email

  Tone: warm + human + slightly professional

  Subject: Welcome to Timely! Let’s get started, Valentina.

  Hi Valentina,

  Welcome aboard! I'm Davide, your dedicated Account Manager here at Timely.

  Our mission is to help make your transition from spreadsheets to our platform smooth, fast, and stress-free.

  I'll be checking in soon with a few helpful guides. Meanwhile, you can start exploring Timely here: [Starter Link]

  Feel free to reach out if anything comes up.

  Best regards,

  Davide.

  Account Manager @Timely

  Internal Task

  • Task Title: Check Calendar Activation – Day 5
  • Assigned to: Davide
  • Due Date: 5 days after onboarding
  • Priority: High
  • Notes: If the booking calendar is not set up by day 5, the client is at high risk of churn.

  Client Notes / Behavior Insights

  • Responded quickly to the welcome email
  • Seems motivated but not tech-savvy
  • Has 2 team members – could benefit from group onboarding
  • Potential risk: might get overwhelmed by too many settings
  • Preferred communication: email