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It’s so easy to get caught up in the magic of your product that is changing the world, wait no, the galaxy. Wait… no the whole universe!!! I know that I would get excited to share the awesome benefits of any product I was implementing that I would dump a ton of information on my new clients.

 

One thing I wish I knew sooner was “remember the magic, but make it digestible for your clients. Not everyone wants an all-you-can-eat buffet, so meet them where they’re at!”

We are in the midst of updating how we are engaging with clients for onboarding and as part of that our marketing team is building some automation with scheduled emails to feed the client information as they need it. Some will be on a set schedule and others will be based on triggers when certain actions are completed.

I love that collaboration @rondeaul! I’m assuming a lot of the emails are educational in nature? 

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