Generous Work
  • Home
  • Service Packages
  • Training
  • Testimonials
  • 1%
  • Blog
  • Contact
  • 0

I’d love to know if you have any best practices or resources you recommend for onboarding new clients.

By Rich Peterson on July 17, 2018

Extra details of question

I’d love to know if you have any best practices or resources you recommend for ‘on-boarding’ new clients. I’d like to automate a series of emails that goes out to new clients, starting with a welcome email and then additional emails based on information we need to collect. I’d like to start using Asana with this too. Where to start??? 

Answer

I’ve got resources for you (tactics then content):
First, three articles on tactics (with their style noted):
– Professional https://www.intercom.com/starter-kits/onboarding
– Personal https://www.enchantingmarketing.com/how-to-write-an-email-sequence/
– Technical https://medium.com/@myxys/how-to-design-lead-nurturing-lead-scoring-and-drip-email-campaigns-9961024f6605 
Secondly, what to write? Three websites with examples to get inspiration:
– http://goodsalesemails.com/
– https://www.emaildrips.com/
– https://www.goodemailcopy.com/
As for the Asana integration, is this to be used so you can email-in to create a task? If so, check out https://asana.com/guide/help/email/email-to-asana . Let me know if you want to use it in a different way.
asanaclient onboardingemail marketingonboardingsales funnels
Posted in 🤔 Advice.
Share

Search Blog

PreviousHow to be Everywhere – 13 Content Promotion Channels in 13 minutes
NextPlanning a website build

Related Posts

  • client portal software alternatives
    March 6, 2019

    What is the best project management tool that allows client access?

    There are quite a few tools in this space and they all offer access to clients in different ways. To take a step back, your options for communicating on projects with clients are: Email Phone Chat Weekly Reports Branded customer portal Access to your PM tool Access to a live project document Automated emails based …

  • July 19, 2018

    I need to send reminder emails to my customers 30 days prior to expiry

    Question Details We are a small business and we currently use google sheets to monitor expiry dates for our customers. This is quite time consuming, however all our information is contained in google sheets and backed up daily. We use google sheets because of the real time function. We were thinking of upgrading our process …

  • real estate portal development
    May 25, 2020

    Building a real estate portal

    Question: We want to build a real estate website portal for property developers to manage the sale process of the listing. We need help with the best way to build this and then manage the processes. Audience – 2 types of users – Property developers – who uploads projects and manage listing. – Real estate …

  • pexels keira burton 6147369
    April 30, 2021

    Developing a Virtual Hub for a School

    Question: I am looking to create a virtual hub for a university but need advice on what platforms to use. It would be a digital platform that builds familiarity with the both the spatial and experiential aspects of attending the university, that takes students on a journey while being intuitive, accessible and engaging. Here are …

  • 🏠 Home
  • 💁 Training
  • 📱Contact
  • © 2023 Website built with ♥ in 🇦🇺
  • Home
  • Service Packages
  • Training
  • Testimonials
  • 1%
  • Blog
  • Contact