Automation Flow Template F04

New-Customer Welcome

First conversion.

Primary KPI First-success proxy; customer-service friction; second-purchase readiness.
01

Starter Trigger

First conversion.

02

Primary Objective

Reinforce decision and explain what happens next.

03

Starter Flow

  • T0: Confirmation/expectations.
  • T+experience-relative interval: onboarding/how to succeed.
  • Before first-success checkpoint: help/reminder.
04

Control / Exit Notes

Service issue overrides promotion; transition when customer enters the next approved state.

05

Primary KPI

First-success proxy; customer-service friction; second-purchase readiness.

20% Adaptation
06

Make It Yours

first-success definition, onboarding details, support ownership, timing and state transition.