Scenario
The first few weeks are critical to setting up new customers for success. A welcome nurture campaign provides important information to get them started, creates a strong first impression, builds product awareness, and helps establish the client relationship.
Add new customers to a welcome drip campaign from the customer service team. Automated messages should include clear instructions for logging in, setting up accounts, onboarding, and using the platform. Make it clear who on your team will handle the account and where to find additional training and resources. If possible, include a welcome video from a senior executive or, even better, your CEO.
Triggers
- Contract closes for a new business deal
- New users are added
Actions
- Deploy new customer welcome sequence tailored to the customer’s segment size and persona
- Send an automated email sequence with messages that guide users through their first 30 days