Day 1: Sales <> CSM Handoff Email
Hi [customer first name]
Congratulations, and thank you for choosing [your company name]! While I’ve been your go-to person during your trial period, I want to formally introduce you to your official customer success manager, [CSM name].
Warmly,
{{sender.first_name}}
Day 2: LinkedIn Connect
Send a LinkedIn connection request with a quick intro message in Inmail
Day 3: How to set up the Product? (Email/Chat/Onboarding Page)
Day 8: Video Email - Get onboarded on your terms
This meeting usually happens with a different set of users. Power users have advanced questions, while basic users may not use only the necessary features.
Day 10: LinkedIn - Customer is not responsive
Condition: If the connection request is accepted, then a LinkedIn message otherwise, Inmail
Hi [first name],
It’s been a while since we chatted! I’d love to hear how things are going on your end and see how I can help make your experience better.
Day 20: Email - Scheduling Business Review
Condition: If the customer responds to your LinkedIn message, if not try calling
Hi [first name],
As the end of the (year/month/quarter) approaches, we’re beginning to plan for an exciting new (year/month/quarter) at [your company name]!
To kick things off, I prepared the below video with your past (year/month/quarter) stats,
Warmly,
{{sender.first_name}}
Day 25: Calendar reminder - Business Review
Day 30: Newsletter - Product updates, feature releases, etc.
Sub: You wanted it, You got it
Hi [Name]!
We’re excited to announce the launch of one of our most requested features – [feature name]! It’s now easy to [do whatever the feature allows users to do]. Here’s a quick overview of how you can use it:
Thanks for using [Product name]!
[YOUR SIGNATURE]
Medium shot, frontal facing
No face occlusions
Script should have atleast 5 characters 
