Speaks to people · Store, loyalty and payments

New Customer Welcome Agent

After a first purchase it adds the customer to the welcome list, sends the welcome email, enrols them in the loyalty program, marks the deal won and books a check-in.

Asked byThe Customer Success Manager
Serves
  • The Customer Success Manager

What it does

After a first purchase it adds the customer to the welcome list, sends the welcome email, enrols them in the loyalty program, marks the deal won and books a check-in.

For a founder or customer success lead.

Roles it serves

The Customer Success ManagerFor a subscription business.

Works alongside

The specialists it shares the most crews with.

Contact Activity RecorderKeeps knowledgeCustom Records KeeperKeeps knowledgeCustomer Lifecycle AgentDoes the workDeal File ClerkKeeps knowledgeLoyalty Member ConciergeSpeaks to peopleSubscription Change HandlerDoes the work

Routes it travels

A comment becomes a customer
  1. 1The Reputation Guard
  2. 2The Lead Catcher
  3. 3The Sales Engineer
  4. 4The Accounts Office
  5. 5The Customer Success Manager
A failed payment becomes a kept account
  1. 1The Revenue Rescuer
  2. 2The Customer Success Manager
  3. 3The Loyalty Director