Touch #1 Step 1 - 21 days after invoice, email sent to customer Step 2 - 7 days after email sent, customer moved into 'Ready' queue

  • Goal is to call everyone within a week
  • Welcome them to the Sonlight family,
  • Club benefit / value discussion,
  • Invite them to join the new instructor's forum
  • Tele-Seminar: Tips for a successful first year (offer free CD)
  • Resource help
  • NPS question

| Advisor Call Campaign Email for 2 core and 3 core purchasers tweaked for calls from advisor team.

Touch #2 Step 3 - 60 days after the date entered by the Advisor/Ambassador stating when the customer started school, email sent Step 4 - 7 days after email sent, customer moved into 'Ready' queue

  • Encouragement call
  • Discuss potential blahs and offer resource to prevent them
  • Get to SCA if in need of assistance
  • NPS question

Touch #3 Step 5 - 105 days after Step 4 email sent Step 6 - 7 days after email sent, customer moved into 'Ready' queue

  • Marketing next purchasing decision
  • NPS question

Purpose: Ambassadors provide the 'welcome' to the Sonlight family for first-time one core purchasers. They capture some marketing information and offer assistance as needed (CR, Advisors, Forum Admin, or Tips CD). All choosing and using questions will be referred to Advisors.