Retention Onboarding

Billing Department

Step 1: Pay Setup Fee


 

  • Day: 1

  • What will happen: You will be invoiced for your setup fee

  • What we need from you: Pay your setup fee

  • Why is this step important to your business: Your Retention journey will begin

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Onboarding Specialist

Step 2: Discovery Call & Retention Questionnaire


  • Day: 1

  • What will happen: Collect information to help setup your retention

  • What we need from you: Have information about your Point of Sale available

  • Why is this step important to your business: In this step the foundation is built for how you will use our Retention program to communicate with your customers.

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Onboarding Specialist

Step 3: Customizing Your Retention and Reviewing Settings


  • Day: 8

  • What will happen: We will work with you to setup your retention communications

  • What we need from you: Bring a list of preferences for your retention communication

  • Why is this step important to your business: Ensure you have the best possible customer retention strategy and once complete you can shut off other retention programs.

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Onboarding Specialist

Step 4: Retention is Turned On


  • Day: 9

  • What will happen: AutoVitals Retention is turned on!

  • What we need from you: Set an appointment with a retention advisor for training

  • Why is this step important to your business: You can start using the program to retain customers

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Billing Department

Step 5: Monthly Payments Begin


 

  • Day: 30

  • What will happen: You will be invoiced for your first monthly subscription fee

  • What we need from you: Pay your subscription fee

  • Why is this step important to your business: To continue using and benefiting from SmartFlow!

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