When you close a contract, your prospect transitions to a new customer. What’s the best way to onboard them and encourage users at the new account to login? Add your new client to an automated onboarding drip campaign from the customer service team. They’ll receive a steady stream of information about the product and various provisioning aspects, such as setting up user accounts, how to use the platform/tool and where to go to find more training and resources. This helps build product awareness and the client relationship.
Note: Specific steps may differ by customer segment, such as small business versus mid-market business, as well as by user or admin.
- When contract closes for new business deal
- Account status changes from Prospect to Customer
- Deploy new customer welcome sequence tailored to the size segment the customer belongs to (SMB vs. mid-market, user vs. admin)