7. Post-Onboarding Care Package (L)

Overview

This initiative seeks to foster stronger relationships with new lenders by presenting them with a personalized gift after they sign a contract but before placing their first order. The gift selection will be based on information gathered during sales and onboarding calls, aiming to make each gift unique and meaningful.

This gesture of appreciation is expected to create a positive first impression, increase lender satisfaction and loyalty, and potentially incentivize them to place their first order sooner. By making lenders feel valued and appreciated from the outset, the company hopes to enhance engagement and solidify its commitment to building strong relationships with its clients.

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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