New Client Welcome
A first month that makes clients stay
By LUCY·Any business with clients or customers
A sequence for every new client: a welcome, an intro-call task, a helpful follow-up after three days and a check-in after a week, plus a tag so you can see who has been through it.
What you get
- A welcome email as soon as someone becomes a client
- An intro-call task for your team
- Follow-ups after 3 and 7 days
- A "welcomed" tag so you can see who has been through it
about 6 hours saved a month
How it works
Exactly what each automation does, in order. You can change all of it after installing.
journey
When a new client is added
Email: "Welcome"
Create a task: "Intro call with [name]"
Tag the client "welcomed"
Wait 3 days
Email: "A few things that help"
Wait 4 days
Email: "How is it going so far?"
Before you switch it on
- Add a useful tip or link to the day-3 email
- Choose who owns the intro call
Questions
Do I need a LUCY account?
Yes, a free one. If you do not have one yet, create it from your install link. Your purchase is then switched on in the workspace you choose.
Can I change it?
Yes. A pack is a set of ordinary automation rules. Read them, edit the wording, pause or delete any of them.
Can I get a refund?
Yes, any time before you install it.