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. |
| Days from start | Event | Days between events |
| 0 days |
Email: New Customer Alert to staff Group Email Address: (insert group email here) |
immediate |
| 3 days |
Logic Controlled Email: Welcome Email |
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 your company and start the Qualified Lead automation. |
11d |
| 20 days |
Email: ”1st Shipment Survey Request Email” to customer Survey: New Customer Satisfaction Survey |
4d |
| Upon completion of survey |
Email: “Shipment Satisfaction Survey Responder” to customer Email: Notification of survey completion to sales rep Schedule Activity for Sales Rep: Review survey results |
immediate |
| 90 days |
Schedule Activity for Sales Rep: Customer Activity Review |
70d |
| 180 days |
Change customer status: from “New Customer” to “Customer” (automated change) |
90d |
| end | End of New Customer Track: (automation starts “Customer” workflow for this contact) | end |