John is converted from prospect to customer in your CRM. Your product or service is being set up for John. Your CRM: "Awesome, we have a new customer, John, converted by Sarah". CRM Workflow triggers a 'Send Welcome Message', and Penned's platform receives John's details, name, address, and even product name.
Penned's team writes your personalised message to John, welcoming John to your company. Penned adds a beautiful wax seal 'Open Me' to the envelope for an extra wow factor and posts the note!
Within a few business days, John received a beautiful handwritten envelope. Surprisingly, he finds a personalised letter welcoming him to your company on a branded card with a stunning wax seal. John shares this on social media and tells his friends.
Your CRM identifies it's 6 days away from being John's birthday! CRM triggers a 'Birthday Message Workflow' that automatically sends the details to Penned's platform with customer details and the flags it's a birthday message. Penned's team writes John's birthday message on your branded birthday card.
John receives a few birthday cards from friends and family that day. However, among them was another handwritten card. To his surprise! It's from your business and team wishing him Happy Birthday.
It's nearly been a year since Sarah talked to John on the phone, and he first became a customer. It's only 30 days from his renewal. CRM flags it's 30 days from renewal and triggers a 'Renewal Message Workflow'. Penned receives the request with John's renewal date and product information. Penned's team get to work!
John receives a personalised message from Sarah thanking John for the last year as a customer. It's been a pleasure having you as a customer, his feedback has always been welcomed and looking forward to having him as a customer for the next year.
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