Status Check-in (Automated)

Keep the support going even after a lead becomes a customer with a campaign that’s nothing but customer focused.
Steps
4
Days
8
% Auto
100
Target
Active Customers

Summary

Checking in on your customers is a high-value activity, but it doesn’t need to pull your focus away from other responsibilities. At regie, we love this automated sequence that’s perfect for staying present in your customers' work.

Use: A short, fully automated campaign that allows CS teams to check in on customers without the hassle.

Tips & Tricks: Even though this campaign is automated, be ready to accumulate additional or unexpected tasks. In other words, expect to get answers when you ask your customers if there’s anything you can do for them.

Engagement Channels: Email

Example Email

Make it Yours

The word “projects” may not apply to your solutions, but it’s easy to swap it out for something more appropriate. Beyond that, ask yourself if you know what matters most to this account. Are you able to touch on it in your message?