Ep 49: Your new Slenderiiz "30-day Follow Up" Pipeline
Today I'm going to demonstrate a 30-day follow-up sequence for Slenderiiz to increase your customer retention and encourage re-ordering after their first 4 weeks on the product. We've got a brand new pipeline designed for follow-up and upgrading customers to brand partners.
Summary: Slenderiiz 30-Day Follow-Up Sequence
Objective:
To effectively follow up with customers who have purchased Slenderiiz drops over a 30-day period to encourage reordering and potential brand partner upgrades.
Key Steps:
Accessing the Pipeline:
Log in to the platform and click on "pipelines" on the left-hand side.
Select the "Slenderiiz Followup pipeline" from the dropdown list.
Switch to the pipeline view by clicking on the cards button next to the blue button in the top right.
Following Up Sequence:
Start by placing new customers in the "New Customer - Product Shipped" column.
Initiate contact by informing them about the product shipment and requesting a reply with the word "start" to begin.
Move customers to subsequent columns based on the week of follow-up.
Send encouraging messages, provide instructions on product usage, and add them to the Facebook group.
Prompt customers for reorders and potential upgrades as the weeks progress.
Adding Customers to the Pipeline:
Click on "add opportunity" to add a new customer to the pipeline.
Fill out the form with the customer's details, select the appropriate pipeline stage, and assign an opportunity value.
Ensure the primary contact name, stage, and opportunity details are accurately filled out.
Custom Values Setup:
Access the settings and search for "Slenderiiz" in the custom values section.
Set up values for shipping preferences, drop prices, and Facebook group URLs as needed.
Update values based on individual pricing and group preferences.
Cautionary Notes:
Ensure accurate placement of customers in the pipeline based on their stage of follow-up.
Double-check all customer details and pipeline stages to prevent errors in follow-up sequences.
Regularly monitor customer progress in the pipeline to prevent any missed follow-ups.
Tips for Efficiency:
Use automation steps within each pipeline column to streamline follow-up processes.
Regularly update custom values and customer details to ensure accurate tracking and communication.
Utilize the provided document with messaging templates for easy reference during customer interactions.
Link to Loom
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