New Client Welcome Journey

Name: New Client Welcome Journey
Brand: Intellivizz
Availability: InStock

Unforgettable first impression — automated welcome that educates, excites, and builds confidence

StandardProfessional ServicesSaves 3-5 hours/week

What This Automation Does

New Client Welcome Journey automates the entire process from trigger to completion. This simple workflow uses SMS, Email, Workflows to deliver measurable results. Expected impact: Great onboarding = 2.5x higher LTV and 3x referral rate..

How It Works

New Client

First visit or new client status

Welcome SMS

"Welcome to {{business}}! We're so glad you chose us."

Welcome Email

Team intro, what to expect, FAQ, contacts

Wait 1 Day

Settle

Day 2: Getting Started

Tips for getting the most from their experience

This automation is included with your Intellivizz AI subscription.

Get Started — View Pricing

Compliance & Security

TCPA

All automated communications are consent-based with opt-out compliance.

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New Client Welcome Journey

What This Automation Does

How It Works

New Client

Welcome SMS

Welcome Email

Wait 1 Day

Day 2: Getting Started

Compliance & Security

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Wait 3 Days

Day 5: Check-In

Wait 7 Days

Day 12: Satisfaction

Score?

Happy → Referral Track

Unhappy → Recovery

Missed Call AI Text-Back

Missed Call Text-Back for New Prospects

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