10. New Borrower Welcome Packages (B)

Overview

This initiative seeks to enhance the onboarding experience for new borrowers and foster a strong initial relationship by sending them a personalized welcome package after their first inspection. The package, including things like branded merchandise or gift basket can be tailored to the borrower's interests and a personalized note, aims to make a positive first impression and express gratitude toward the company.

By tracking borrower engagement and satisfaction levels after receiving the package, the company aims to gauge its impact on perception and overall experience. The goal is to make borrowers feel valued and appreciated from the start, creating a positive emotional connection that encourages active participation in the company's services and strengthens loyalty.

Project Requirements

Are there tech assets that are required?

Are there creative assets that are required?

Is there copy or script assets required?

Is team training required?

Is there any third party software subscriptions?

Is there information required from customers?

Key Performance Indicators

How do we track the impact of the experiment?

Where is the data going to be stored?

What quantitative data are we tracking for this experiment?

What qualitative data are we tracking for this experiment?

How will the metrics be presented?

📅 Time to implement

- Weeks

⚖️ Sample Size

-

💸 Budget

$ -

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