Seal The Deal Onboarding
Goal
Welcome and onboard new buyers. After a customer buys, they enter the honeymoon period with your company. Cement the relationship, ward off second thoughts, lay the groundwork for a positive experience, and gain referrals or endorsements.
Approach
Make your customer feel welcome and feel your presence, send a welcome package through the mail. It will get noticed, can be shared, and will serve as a reminder of the new relationship. During this campaign, validate the choice the customer made, and provide easy, clear onboarding information.
Suggested Campaign
WEEK 1 
Email Teaser & Direct Mail
Ask customer to watch their mailbox for a welcome gift from you, then send direct mail package containing thank you and initial onboarding information.
WEEK 2 
Email Links
Provide links to additional information that will get customer up to speed.
WEEK 3 
Letter from Executive
Mail a letter from key executive at your company. Thank customer again for their business and inquire how things are, offering assistance if needed.
WEEK 4 
Email FAQs
Send FAQs that new customers have at this point, and request a testimonial and/or referrals. When the customer provides them, trigger thank you email.
WEEK 7 
Email Survey & Send Postcard
Send survey link to new customers. Completion triggers thank you and low scores trigger follow-up. People who don’t respond get reminder postcard.
WEEK 26 
Postcard Anniversary
Design postcard acknowledging the “half anniversary” along with an offer
WEEK 53 
Letter Anniversary Thank You
Celebrate one-year anniversary thanking customers for their business and loyalty with a direct mail letter.
NOTE: For particularly involved or complicated products and services, the onboarding process may extend beyond four weeks. For other products, the process may be shorter and simpler.