How to Create the Ultimate New Customer Experience

5216909292_0c9b8121ef_mTell me about your “buy” process.

This simple question causes confusion for many of our small business clients.

In response they might say: “Once a new customer signs on, we send them a contract and maybe even an invoice and start working with them.”

While that does describe the basic process and in some ways is correct, it’s not really the complete answer.

What I am actually looking for is what is your new customer experience?  How do you thank a customer, orient them for the work, make them feel welcome, set them up for success, and turn them into raving fans is the question I am actually asking here.

One of the most powerful tools to accomplish this right off the bat is the new customer kit.

This tool can be used in just about every industry, however, the contents will vary based on a number of factors. Type of sale, price, upsell potential, client life span, and other pieces of information should be considered when creating a new customer kit.

What should be included in every Marketing Kit?

Welcome and/or thank you note
I am sure you have heard it by now: A handwritten note goes a long way these days.  If a handwritten note is not possible, include a printed letter with an actual signature from the CEO. Sure it might not be the most fun signing 100 letters but think of each signature as a new closed sale and the process gets a little more exciting.

A branded invoice
This is where people fall off the map from time to time.  Anything to do with financial transactions should be taken seriously, don’t forget the invoice and fail at one of your first impressions.  Some pieces to include besides basic elements of an invoice: branding (colors, fonts, logos), contact information, URL to website and links to social media profiles.

Contact information for members of the team
More than just a link to a “contact us” page here.  Include actual pictures, actual email addresses, actual phone numbers.  Customers love to have a connect with the people they are purchasing from vs feeling like the are giving their money to a team of robots.

Additional items to include in the Ultimate New Customer Kit:

Introduction to success
Overview on how to get the most out of your products or services.   This could include best practices, FAQs, and “how to” content.

What to expect next
Will you be contacting the client to schedule a demo? Will they receive login details soon? Taking out the wonder and make the process as simple as possible is the goal here.

Pledge to clients
What is your plan to make sure the client is taken care of? What is your Mission? What are your company values? An overview of why you do what you do – how you make the world a better place for your clients.

We appreciate you
A “surprise and delight.” Some kind of gift that the client is not expecting. This could be something related to your products or services or something completely unrelated. Every time I order from Photojojo, I look forward to receiving my little free dinosaur they include with the invoice. Do I need a toy dino? Of course not, but I appreciate the unexpected little bonus and it makes me smile.

Free stuff
Do you have any samples? Could you provide a “try” opportunity to upsell a client to a different product or service? The main focus here is providing something else free to the client with the goal to sell.

Introduction to your Referral Program
Do you have a referral program in place? A client may not be 100% ready to suggest a referral at this stage, however, informing them of the program will help them keep the opportunity in mind as you continue to make them the happiest customer possible.

As you can see, the new customer kit not only provides your customer with the best possible onboarding experience, it also gives you the chance to upsell and ask for referrals making it a very important element in the overall marketing plan.

Now it’s your turn! What do you include in your new customer kit?

Sara HeadshotSara Jantsch is the Director of Community at Duct Tape Marketing.  It is Sara’s job to see to all the little things that make our community members feel appreciated, informed, special and looked after.  She is also a Marketing Consultant and has a strong passion for working with small business owners.

6 Ways to Develop Repeat Customers

Today’s Guest Post is by Duct Tape Marketing’s own Kala Linck – Enjoy!

You may have heard us talk about the Marketing Hourglass. The Marketing Hourglass refers to the entire customer journey, from when they first hear about your brand, to when they decide to purchase from your brand, to when they become a loyal customer and refer your brand to other potential customers. This technique, we’ve found, is the best way to find and secure business.

The bottom of the hourglass (“Repeat” and “Refer”) can be neglected when so much energy is going into finding and converting new clients and customers. Now that you’ve secured the business or converted the lead, you’re celebrating! Plus, you’re exhausted from all of the work it takes to make a sale or gain a customer. Today, I’m going to help you make sure that your clients are repeating. It’s vital that your customers return to your business a second and third time. When they become repeat customers, you rely less on the energy for new customers because

a) you’ve got customers coming back, and

b) those customers can refer you to new customers.

Products and services are different, which is why I put together three tips for each on things you can do to ensure you keep those customers coming back for more.


Photo via PhotoPIn

Photo via PhotoPIn

Let’s start with services. There is a lot of pressure on the service industry to provide continuous support. Just one bad experience can turn a customer against you, and these things can help prevent that from happening and keep them coming back for more. The key is to be the most convenient offering of your particular service. You can do this by:

  1. Offer packages. If you offer packages, you’ll provide an immediate reason for a customer to keep coming back to you – at least until their package is over – giving you plenty of time to provide great customer service. By the end of their package, they won’t want to go anywhere else! A great example of this is something I recently experienced when I needed an eye exam. It’s necessary that each time I go in for an exam, I purchase contacts. So, by purchasing one eye exam and getting the next two free, my eye doctor is guaranteeing that I will make my next two contact purchases from them.
  2. Send reminders. One reason that I keep going back to my dentist is because every six months, they call to remind me that it’s time for a regular cleaning. When they call me, we schedule my appointment. Now, remembering to go to the dentist is one less thing that I need to do, and it’s that convenience that makes me a repeat customer.
  3. Offer an unexpected bonus. Many times, what we pay for is what we get. We can pay to get our yard mowed from seven different lawn companies, and when we get home we see that our lawn has, indeed, been mowed. Stand out from the other lawn companies by spending an additional half hour edging the sidewalk for a client. They will see the difference, and it will help them to remember to call you when they need lawn care again.


Photo via PhotoPin

Photo via PhotoPin

What about products? All products, but especially if you’ve got a lot of competitors, need to ensure customers get value out of your product so that they will continue to make purchases. With products, you’ve got a margin to contend to. What are some subtle differences that you can offer without diminishing that margin? Here are three ideas that can help you maintain your customer base:

  1. Provide fast shipping. I don’t think I’m the only one that gets thrilled when something I ordered gets to me at the low end of the projected shipping timeline. Three days is certainly better than five! There is minimal that you can do when the package leaves your warehouse to head to your customer, but what can you do on the front end to speed up your process? Knowing how long packages take to get to your customers is the first step. Make sure your projections are accurate, under promise and over deliver, and if necessary, make some changes in your process to get your customers what they purchased faster.
  2. Offer points. Credit card companies have been doing this for years, but now products are starting to see the benefits of offering a points system. Much like the rewards program at your favorite lunch spot that you keep going back to because you’re SO close to that free lunch, rewards programs are a great way to stay in touch with customers and build loyal fans.
  3. Use special packaging. When packaging is personal or nicer than your average crushed box, customers are more likely to buy again. Most everyone wants to feel special. Whether it’s putting your product in a decorative paper bag with crepe paper before they walk out the door or adding a special customer note in their package when you ship it, that little touch of something extra will help your customer remember you for their next purchase.

There are many ways that your can make your customers feel like they are spending their money in the right place, and these are just a few that I have found to keep me coming back for more. You’ve probably been thinking about your product or service throughout this post. Have you come up with any ideas to implement into your customer journey? Or is there something that you already do that is effective? If so, please share below!

IMG_2750Kala is the Community Manager at Duct Tape Marketing. She’s a specialist in digital marketing, who loves nothing more than picking up a newspaper and tuning into the local stations. She’s worked with clients spanning a variety of industries and knows that people are the heart of a successful business. She loves to travel and try new foods, and documents her travels in her blog. You can follow her on Twitter or Instagram.