Onboarding, decided one step at a time
A direct-to-consumer health brand. 40,000 new signups a month, one lifecycle team. Today every one of them gets the same five-email welcome series on the same schedule, and roughly nine in ten never finish it.
- Priya signed up six days ago. Returned to the same product category three times this week. Opened both emails. No purchase yet.event stream
- Sara signed up the same day. Opened nothing. Left a mobile number at checkout and viewed a high-intent page twice.event stream · profile
- Marcus signed up from a company domain. Built a cart worth six times the average order value, then left it.event stream · enrichment
- EmailSends Priya a message anchored on the category she keeps returning to. Waits 48 hours before deciding the next step.
- SMSSends Sara a short message on the channel she has actually engaged with.
- Sales taskCreates a task for an account rep with the cart contents and the company attached.