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futureagent

Customer serviceAutomation

New customer onboarding

For each new customer in HubSpot, the agent sends a personalized welcome email, then helpful messages on day 3 and day 10 (first steps, tips, contact), and lets you know if the customer hasn't opened their emails.

Use this template

€4 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

Monday to Friday at 10 am

  1. 1Spot. New customers and the stage each one is at.
  2. 2Send. The message for that stage.
  3. 3Flag. Customers who haven't opened anything.

Sample deliverable

Welcome sent to Hôtel des Lices
"Hi Camille, welcome aboard! Here are the three things to do this week to get off to a great start…"

  • Message: Sequence sent

Connectors

  • HubSpotHubSpot: spot new customers
  • GmailGmail: send the sequence

Already set up for you

Stages
Day 0, day 3, day 10

What you'll be asked

  • How should the emails be signed?

Who it's for

About 22 runs a month, simple task and 3 actions per run (emails sent): Micro tier.

Learn more

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