A recent client project I did, and one I recommend to all my clients, is setting up an automated workflow for new customers. Much like ones for new subscribers, by giving your customers the information they need to work with your product or service best, you’re helping to ensure they stick around as customers. You need to help them through the onboarding process at a steady rate. No book-long guides on getting started and no rapid-fire to-dos that they may not have time for or understand the need for.
