Client Onboarding and Retention Sequences
Automated flows for onboarding new clients and ensuring consistent engagement across their lifecycle.
Start every client relationship strong and keep them engaged.
Winning a deal is just the start. We map and automate onboarding and retention journeys that keep ERP clients engaged and loyal. Expect smoother handovers, happier customers, and better renewal rates.
Keep Clients Happy from Day One
We build onboarding emails, touchpoint sequences, and feedback loops that retain customers.
Why it matters
A smooth onboarding experience increases retention and client satisfaction.
Key Benefits
- Improved retention
- Fewer support issues
- More referrals
Delverables
- Welcome email series
- NPS follow-ups
- Renewal reminders
Results Clients can expect
Better onboarding experience, higher customer lifetime value.
How to get started
Ready to cut through the noise? Partner with 3RP for marketing, sales, and strategy that actually moves the needle. Book your free strategy session today and let’s get to work.
Step 1
Define Your Journey
We map touchpoints from day 1 to renewal.
Step 2
Build Sequences
We write and automate each stage’s communications.
Step 3
Deploy and Refine
We monitor engagement and refine based on feedback.