State of affairs 

If you shut a contract, your prospect transitions to a brand new buyer. What’s one of the simplest ways to onboard them and encourage customers on the new account to login? Add your new consumer to an automatic onboarding drip marketing campaign from the customer support group. They’ll obtain a gentle stream of details about the product and numerous provisioning points, corresponding to establishing person accounts, the right way to use the platform/software and the place to go to search out extra coaching and sources. This helps construct product consciousness and the consumer relationship. 

Notice: Particular steps might differ by buyer section, corresponding to small enterprise versus mid-market enterprise, in addition to by person or admin.

Triggers 

• When contract closes for brand new enterprise deal
• Account standing modifications from Prospect to Buyer

Motion 

• Deploy new buyer welcome sequence tailor-made to the scale section the client belongs to (SMB vs. mid-market, person vs. admin)