New Customer Onboarding Automation
Automated workflow that triggers when a new customer places their first order. Sends welcome sequence, collects machine info, and sets up their account for reorders.
Steps
- 1
Order Trigger
New order detected in WooCommerce/CRM. Check if customer is first-time buyer (no previous orders in system).
- 2
Welcome Email
Send personalized welcome email within 1 hour. Include: order confirmation, expected timeline, and introduction to their account manager (Peter).
Pro tip: First impression matters. Make it personal, not automated-feeling. Use their name and reference their specific product.
- 3
Machine Info Collection
Send follow-up form asking: what grinder model they use, typical floor conditions, current segment brand, and monthly usage volume. This data feeds future recommendations.
- 4
Account Setup
Create customer profile in database with: company info, machine fleet, preferred products, order history, and communication preferences.
- 5
Resource Delivery
Based on their machine model, send relevant compatibility chart PDF, bond selection guide, and link to troubleshooting resources.
- 6
30-Day Check-In
Schedule automated check-in 30 days after delivery. Ask about product performance, offer technical support, and suggest complementary products.
Tools Required
Estimated Monthly Cost
Free
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