Welcome sequence explaining how you work with customers


Do you frequently need to welcome customers and define the way you will work together?

With this automation, you can send a professional looking welcome email that explains to the customer your respective roles, what they can expect from you, what you need them to do, and how you will work together, so that you establish clear boundaries and a good working relationship immediately.

Establishes trust and strengthens your brand image.

Solution Expert: Marie Vitkova

SKU: 2205311117 Categories: , Included in License Cost: Basic, Standard, PremiumTechnologies: FunnelBud Flex, Sharpspring
What this solution gives you:
  1. A simple welcome email sequence that sends a welcome email with a PDF explaining to your new customer how you work together.
  2. If they don’t open it, it sends a reminder after 3 days.
  3. The sequence is started manually from the CRM.
  4. (Optional) We help you define the content so that you set up a good working relationship immediately with your customer!
Process of creating this solution:
  1. We will build the “skeleton” of the automation for you.
  2. We will either show you the assets where you can add content, or add the content jointly in a meeting with you.
  3. (Optional) We will have 2 workshops to define how you want to work with your customers, and create/edit the content for you after each one.
  4. We will add documentation to your FunnelBud Help Portal so you can easily train users how to start this automation, or make adjustments.
What this costs to implement:

Included for all FunnelBud packages (Basic and up).

If you want us to have the workshops and define the content for you, we will charge a fixed fee of $585.

Key benefits:
  • Set expectations correctly with your customers immediately and avoid confusion and frustrations.
  • Work more effectively together, with more clear boundaries about who does what, how you work together, what’s expected of them, and increased trust.
  • Gain increased customer satisfaction.
  • You can even use this automation in your sales process, which in many cases establishes trust and understanding, and makes you stand out from the crowd.

Yusuf Young

About the Author

Yusuf helps companies use Marketing Automation to grow B2B sales. In his role as a Marketing Automation consultant implementing systems such as HubSpot and Salesforce, he discovered the need for better services at a lower cost. Today, he runs FunnelBud to make the fruits of sales and marketing technology available to businesses worldwide.


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