Onboarding Sales Flows

It’s not enough to get new users set up and started with your product. You want to build an account champion by offering product support, demos, and webinars. Customer success teams should reach out to the team manager, to ensure that they understand the full range of your product and to drive better team engagement. Checking in with team managers early can improve engagement, build customer loyalty, and detect potential problems. Follow up several times in the first 30 days to get things rolling. Employ automated email campaigns based on usage data to stay apprised of new customer concerns and ensure satisfaction with a new product.

<play> **PLAY NAME** Onboarding Sales Flows --- **🔁 Triggers** - Identify new users who hit 5 day mark into contract without activity or engagement --- **⚡️ Actions** - Send non-human email, in-app messages, texts as log in reminders - Frequent touch points offering to guide users through the first month, such as pointing out useful features - Offer to schedule check-in calls with users 14 days into contract - Enroll in Onboarding Campaign --- **✅ Goal / Problem to Solve** 🔒 Retention --- **➡️ Channels** ✉️ Email, 👩‍💻 In-App, 💬 Text --- **✏️ Summary** It’s not enough to get new users set up and started with your product. You want to build an account champion by offering product support, demos, and webinars. Customer success teams should reach out to the team manager, to ensure that they understand the full range of your product and to drive better team engagement. Checking in with team managers early can improve engagement, build customer loyalty, and detect potential problems. Follow up several times in the first 30 days to get things rolling. Employ automated email campaigns based on usage data to stay apprised of new customer concerns and ensure satisfaction with a new product. --- **✏️ Default Natural Language** When a **new user hits the 5-day mark into their contract without activity or engagement**, then: - Discover **up to [number]** ZoomInfo contacts that meet **[select criteria]** - Export to **[select system]** as **[record type]** - Enroll in **Onboarding Campaign** - Assign to **[select user]** - Send non-human email, in-app messages, and texts as login reminders - Offer frequent touchpoints to guide users through the first month, highlighting useful features - Schedule check-in calls with users at the 14-day mark of their contract --- **Explainer-Video-Script** Want to make sure your customers are set up for success? Use the onboarding sales flow play! So you closed a deal. Now it's time to ensure your new customer becomes a champion of your product. To help reduce churn and increase usage, follow up periodically within the first 30 days to get things rolling. Create automated email campaigns based on usage data and stay aware of any concerns to ensure product satisfaction. Checking in with team managers early on can improve engagement, build loyalty, and reduce churn by detecting any potential problems early. Now your new customers will feel welcomed with warm arms! --- **🏷Features)** Contact Tracking, ABM Audiences --- **🏷️ZoomInfo Data Types)** Company Data, Contact Data --- **📁 Sales Stage** Post-Sales --- **🚦 Difficulty** 🟦 - Intermediate --- **🧪Standard Operating Procedure (SOP)** ## 1. Monitor User Activity - Set up system to track new user logins and engagement - Identify users who reach 5-day mark with low/no activity ## 2. Implement Automated Outreach - Configure non-human emails, in-app messages, and texts - Set up triggers for login reminders and feature highlights ## 3. Develop Guided Onboarding Content - Create materials showcasing useful product features - Design step-by-step guides for first month of usage ## 4. Schedule Check-in Calls - Set up system to prompt scheduling at 14-day mark - Prepare call scripts for customer success team ## 5. Enroll in Onboarding Campaign - Design automated email sequence for first 30 days - Tailor content based on usage data and customer segment ## 6. Engage Team Managers - Identify and reach out to team leaders - Offer comprehensive product demos and support ## 7. Conduct Webinars and Demos - Schedule regular product showcases - Create targeted content for different user roles ## 8. Track Engagement Metrics - Monitor user activity and feature adoption rates - Identify potential issues or areas for improvement ## 9. Optimize Onboarding Process - Regularly review and refine outreach strategies - Update content based on user feedback and performance data --- **🪙 RAG Inputs Used (Broad)** Company Information, Signals & Behavior, Account Data, Contact Information, Content Library, Messaging --- **🪙 Email tokens Used** Contact.FirstName, Product.Name, DaysSinceSignup, LoginLink, QuickStartGuideLink, Webinar.Date, Webinar.Link, ProposedDate, ProposedTime, CompanyName, Sender.Name, Sender.Title, Sender.Company, Sender.ContactDetails --- **🟨 Yield in $ Formula** Potential Yield = (VO * ADMER * CR / 10,000) * ADS --- **🟨 Yield Key Drivers** Manager Engagement Rate (MER), Retention Rate (RR), Average Deal Size (ADS), Volume of New Users (VNU) --- **🟨 Yield Driver Definitions** Manager Engagement Rate (MER) This metric measures the effectiveness of your outreach in engaging team managers of new users. A high MER indicates that the communication and engagement tactics used are resonating well with managers, which is crucial for fostering a positive relationship and encouraging their teams' engagement with your product or service. Retention Rate (RR) This rate measures how successfully the engagement with managers contributes to retaining their teams as users of your product or service. A high Retention Rate suggests that the strategy is effective in building loyalty and ensuring continued usage. Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited. Volume of New Users (VNU) This metric represents the total number of new users who have been onboarded. It provides the base number of opportunities available for engaging their managers to drive loyalty and retention. --- </play>