Customer Workflow & Timing

SalesDrip Logo - 200w.jpg

Customer Workflow - Automation Timing

The below table shows the timing and events for a workflow applied to an existing customer.

Note: An existing customer is a client whom has used your services at least twice in a 6 month period of time.

This workflow starts after the new customer track ends. You can click the blue underlined links to view the content of each template.

Days from start Event Days between events
0 days

Email: ”Customer Satisfaction Survey #1 Request” to customer

Survey: Customer Satisfaction Survey #1

1d

Upon completion of survey

Email: “Customer Satisfaction Survey Responder” to customer

Email: Notification of satisfaction survey completion to sales rep

Schedule Activity for Sales Rep: Review survey results

immediate

45 days

Email: ”Marketing Survey Request” to customer

Survey: Marketing Survey

44d
Upon completion of survey

Email: “Marketing Survey Responder” to customer

Email: Notification of marketing survey completion to sales rep

Schedule Activity for Sales Rep: Review survey results

immediate
90 days

Schedule Activity for Sales Rep: Customer Activity Review

30d
180 days

Email: ”Customer Satisfaction Survey #2 Request” to customer

Survey: Customer Satisfaction Survey #2

 

90d
Upon completion of survey

Email: “Customer Satisfaction Survey Responder” to customer

Email: Notification of satisfaction survey completion to sales rep

Schedule Activity for Sales Rep: Review survey results

immediate
270 days

Schedule Activity for Sales Rep: Customer Activity Review

89d
360 days

Email: ”Customer Satisfaction Survey #3 Request” to customer

Survey: Customer Satisfaction Survey #3

 

91d
Upon completion of survey

Email: “Customer Satisfaction Survey Responder” to customer

Email: Notification of satisfaction survey completion to sales rep

Schedule Activity for Sales Rep: Review survey results

immediate
450 days Schedule Activity for Sales Rep: Customer Activity Review

89d

540 days

Email: ”Customer Satisfaction Survey #4 Request” to customer

Survey: Customer Satisfaction Survey #4

 

91d
Upon completion of survey

Email: “Customer Satisfaction Survey Responder” to customer

Email: Notification of satisfaction survey completion to sales rep

Schedule Activity for Sales Rep: Review survey results

immediate
630 days Schedule Activity for Sales Rep: Customer Activity Review 89d
Restart Restart Customer Track Restart
SalesDrip