New Customer Workflow - Automation Timing
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The below table shows the timing and events for a workflow applied to a new customer. You can click the blue underlined links to view the content of each template. Any of the timing or content can be changed to suit your needs. |
| Days from start | Event | Days between events |
| 0 days |
Email: New Customer Alert to entire MGA staff |
immediate |
| 3 days |
3d |
|
| 5 days |
Schedule Activity for Sales Rep: Send thank you card |
2d |
| 16 days |
Schedule Activity for Sales Rep: Call non-paying party to qualify. If account qualifies, enter their data into SalesDrip, send email introducing MGA and start the Qualified Lead automation. |
11d |
| 20 days |
Email: ”1st Shipment Satisfaction Survey” to customer Survey: New Customer Satisfaction Survey |
4d |
| Upon completion of survey |
Email: “1st Shipment Satisfaction Survey Responder” to customer |
immediate |
| Upon completion of survey | immediate | |
| Upon completion of survey |
Schedule Activity for Sales Rep: Review survey results |
immediate |
| Upon completion of survey |
Schedule Activity for Sales Rep: Call customer to setup meeting |
immediate |
| Upon completion of survey |
Schedule Activity for Sales Rep: Reminder to update CRM notes after meeting with customer |
immediate |
| 90 days |
Schedule Activity for Sales Rep: Customer Activity Review |
70d |
| 180 days |
Change customer status: from “New Customer” to “Customer” |
90d |
| end | End of New Customer Track: (contact starts “Customer” workflow) | end |
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After you've had a chance to review the above, feel free to email any changes that you'd like me to make. |