B2B Post-Purchase Check-In


Selling to a business can be very different than selling to a contact. Depending on your business, it’s not uncommon to fulfill an order once a year or just once total. You don’t want to clog up their inboxes either or else they’re more likely to ignore your emails. So what do you do? Send timely emails checking back in with a company after a purchase to get the sales process rolling based on when businesses typically need your service again.

This automation waits for nine months after a purchase has been made and then checks in to see if the business needs anything. If they click a link, a task is added and your sales team can get to work. If not, you wait for a bit longer and then send another touchpoint email just to keep the lead warm.

Here’s how B2B Post-Purchase Check-In works:
1. The automation is triggered when the date is 9 months after the contact’s last purchase date. We use a date based custom field for this, but feel free to adjust however you track this.
2. The contact is sent an email checking in to see if there’s any interest in working together or buying your product again.
3. The contact arrives at a wait step until they click a link in the above email for up to two weeks. If they click a link, they’ll move through. If not, they’ll still move through after two weeks have passed.
4. The contact arrives at an If/Else to check if they clicked on a link in the email.
5. If yes, they go down the Yes path and a task is created for your sales team to follow-up and get more detailed.
6. If no, they go down the No path and arrive at a wait step for a month.
7. The contact then continues onto another send email step and receives a more direct email with a stronger call to action before exiting the automation.

Note: Feel free to build out more actions or messages to make this automation your own.

Share recipe

Get started today

Try it free. No credit card required. Instant setup.