Seal The Deal Onboarding

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Welcome and onboard new buyers. After a customer buys, they enter the honeymoon period with your company. Cement the relationship, ward off second thoughts, lay the groundwork for a positive experience, and gain referrals or endorsements.


Make your customer feel welcome and feel your presence, send a welcome package through the mail. It will get noticed, can be shared, and will serve as a reminder of the new relationship. During this campaign, validate the choice the customer made, and provide easy, clear onboarding information.

Suggested Campaign

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Email Teaser & Direct Mail

Ask customer to watch their mailbox for a welcome gift from you, then send direct mail package containing thank you and initial onboarding information.

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Email Links

Provide links to additional information that will get customer up to speed.

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Letter from Executive

Mail a letter from key executive at your company. Thank customer again for their business and inquire how things are, offering assistance if needed.

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Email FAQs

Send FAQs that new customers have at this point, and request a testimonial and/or referrals. When the customer provides them, trigger thank you email.

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Email Survey & Send Postcard

Send survey link to new customers. Completion triggers thank you and low scores trigger follow-up. People who don’t respond get reminder postcard.

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Postcard Anniversary

Design postcard acknowledging the “half anniversary” along with an offer

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Letter Anniversary Thank You

Celebrate one-year anniversary thanking customers for their business and loyalty with a direct mail letter.

NOTE: For particularly involved or complicated products and services, the onboarding process may extend beyond four weeks. For other products, the process may be shorter and simpler.

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