Creating the perfect email onboarding sequence is an essential step in your marketing strategy. Companies that properly onboard their new clients will be more likely to retain long-term clients. If you want to learn how to create or even improve your email onboarding sequence, you’re in the right place! Keep reading to learn how to create the perfect email onboarding sequence. What is an Email Onboarding Sequence? An email onboarding sequence is often your first point of contact with a new customer. They have finally made their way down your sales funnel, and have signed up to try out your product. Email onboarding will look different for every company.
But, generally consists of welcoming your new customers to your company and supplying them with information that will help them use your product or service to its full potential. A successful onboarding sequence can make or break your chances of retaining a long-term customer. Before we jump into how to create an email onboarding sequence we have to understand the buyer’s journey. Understanding Your Buyer’s Journey Far too often companies Consumer Phone List think that once their customer has signed up and paid them, their job is done. But that can’t be further from the truth. In order to retain your customers for a long period of time and provide them with a positive experience, you must stay in contact with them after their initial purchase. This includes understanding common questions, hesitations, or drop-offs that may happen.
For example, if you offer a free trial, understanding your buyer’s journey will help encourage free trial users to purchase a plan. Now that you’re familiar with your buyer’s journey, it’s important to choose the right CRM for your company. Choose Your CRM In order to create an email onboarding sequence, you’ll need a CRM software to help. A CRM or customer relationship management software will help you easily create email templates, manage your contacts, and automatically add them to your onboarding sequence. Once you set up your onboarding emails, the CRM takes over and will send them the appropriate emails based on the criteria that you set up. If you don’t have a CRM, here is a list of 7 CRMs that are perfect for small to medium-sized businesses.