SalesDrip Logo - 200w.jpg

New Customer Workflow - Automation Timing

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 startEventDays between events
0 days

Email: New Customer Alert to staff

Group Email Address: (insert group email here)

immediate

3 days

Send Email: Welcome Email 

3d

20 days

Email: ”1st Shipment Survey Request Email” to customer

Survey: New Customer Satisfaction Survey

17d
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
endEnd of New Customer Track: (automation starts “Customer” workflow for this contact)end


SalesDrip