The approachFruitful is a financial subscription that connects people with Certified Financial Planners to build a clear financial plan in an app that puts all money and investments on autopilot.
The challenge
The Fruitful growth team came to Zage with a major challenge: Onboarding emails were the biggest drop-off point, especially when customers were asked to connect sensitive banking information.
Our audit uncovered:
A bare-bones, three-email journey that skipped key trust-building moments
Transactional, generic messaging that didn’t reinforce Fruitful’s value
Subject lines with little personalization or brand voice
Missing preheaders, leaving preview text to default and weaken opens
The before
The after
