The video angle
Record once. [First Name] is the only variable — swapped by Sendspark at send time. When recording, start with genuine celebration — not corporate enthusiasm, actual warmth. Then immediately shift to clarity: walk through what the first 30 days look like with the specificity of someone who has done this hundreds of times. Name the milestones. Name who they'll talk to. Remove all uncertainty. Close with conviction. Script: "[First Name], welcome. You just made a great decision — and I want you to feel that from day one. Here's exactly what the next 30 days look like: [walk through your 3 most consistent onboarding milestones]. You'll have [CSM name or role] with you every step. By day 30, you'll have [the most common early win your customers see]. You're not just a customer — you're part of something we're proud of. Let's get started."
Automation & CRM triggers
- CRM Trigger: deal.stage = 'Closed-Won' — this send queue-jumps everything else in your Boxli workflow. Highest priority.
- Simultaneous: trigger onboarding sequence, assign CSM, create kickoff call task — the box and the process start at the same moment
- Pull from CRM: customer name, assigned CSM name, and projected kickoff date — used for the note card insert
- 3 days post-delivery: CSM receives a mandatory 'Call the customer today' task — 'Box has arrived — introduce yourself before they wonder what's next.'
- 30 days post-onboarding: NPS survey fires automatically. Score of 9 or 10 triggers Playbook 17 (Referral / Advocacy) immediately.
The QR landing page
An onboarding welcome portal — clean, premium, loads instantly. Includes: a brief intro video from their CSM (not a generic company video), their specific implementation timeline, key resources and contacts, and a 'book your kickoff call' button. Should feel like they're joining something, not accessing a help center.
Follow-up sequence
- Day 1: Automated welcome email from your CEO — personalized with their name and company. Not a newsletter-style blast.
- Day 3 post-delivery: CSM calls — 'Did the box arrive? I wanted to introduce myself properly before we kick off.'
- Day 7: First formal kickoff session
- Day 30: NPS check-in. Score 9–10: trigger Playbook 17. Score 6–8: schedule a success check-in call. Score below 6: immediate CSM escalation.
Reading the signals
- QR scan within 24 hours = they're excited and fully bought in. Fast-track the kickoff — don't make them wait for a scheduled date.
- Slow QR engagement + low kickoff attendance = early churn risk. Assign a dedicated success plan and schedule a check-in call before the first formal milestone.
- Day-30 NPS of 9–10 + high engagement throughout onboarding = advocacy candidate. Fire Playbook 17 immediately.