WHAT HAPPENS NEXT
Keep inbound momentum by making onboarding simple, clear, and time-bound.
Transition phrase
"Thanks again for going ahead. To get your campaign live quickly, I just need the following from you."
Customer checklist
- Order confirmation: complete the Jotform step.
- Advert artwork: send existing advert or request design support.
- Pre-payment: pay by card or BACS on invoice.
- Address and bank details: complete secure form for admin setup.
Rep close-out
Confirm next contact, timelines, and what needs to be completed today to avoid delays.
Send onboarding email
This sends a templated email with selected recommendations, then moves to the referral step.