Design the Perfect Customer Welcome
The content outlines how to create an effective customer welcome—whether via email, phone call, or text—that establishes strong post-sale relationships by providing a standardized, on-brand, and memorable first communication including helpful information and resources to ensure new customers feel valued and supported from the start.
Make a Memorable First Impression
By starting with a thoughtful, helpful welcome email or phone call, you’ll prime your customers to feel good about you now and in the future as you continue to develop your relationship.
What Is a Customer Welcome?
The customer welcome is the first communication a new customer receives from you after a sale, which begins their post-sale experience. Depending on your business, this could be anything from an automated welcome email with general user tips to a personal phone call with their account manager to discuss the next steps for getting started.
This Play’s Objective
This play is designed to help you establish strong customer relationships right off the bat. Think about your favorite brands and how they connect with you. Every time you make a purchase or add new features, they immediately reach out with helpful support. And the best ones make their communications on-brand and memorable. This play will help you figure out the best approach for that first phone call, email, or text, including who handles it, what info it needs, and any creative follow-ups.
You'll Walk Away with:
- A standardized customer welcome that makes sure new customers don’t feel ignored, plus a list of information to include to set new customers up for success
- Designed, brand-able templates with the most relevant training materials and resources