Guides › Sales & Leads
Look after new accounts in their first 90 days
A planned run of check-ins for each new customer, with reminders and ready drafts, so small problems get fixed before they cost you the account.
When to use it
Every time a new account places its first order
Step by step
Plan the 90 days once
Ask your AI assistant for a standard check-in plan you can reuse.
Prompt to copyI'm a sales rep for a [type of supplier]. Create a 90-day aftercare plan for new trade customers. Include 5 or 6 touchpoints (for example after first delivery, after two weeks, after the first invoice, at day 60 and day 90). For each: the purpose, the questions to ask, what problems usually show up at that point, and a short email template using [Customer name], [Product] and [Contact] placeholders. Keep the tone helpful, not salesy.Track new accounts in a sheet
In Google Sheets, add a row for each new account with the start date. Add a column for each touchpoint with a formula that works out its due date, and a column to record how it went.
Put the touchpoints in your calendar
When you add a new account, create Google Calendar events for each touchpoint date, with the relevant template pasted into the event notes.
Personalise and send
When each reminder comes up, ask your AI assistant to adapt the template using your notes on that account, check it, then send or call. Log the outcome in the sheet.
What you get
Day 14 check-in: 'Hi Morgan, two weeks in with the new packaging line. How are your team finding the tray sizes? A few customers have asked about a lid that fits the 1L tray, so I can send a sample if it would help.'
Tips
- Note every problem the customer mentions, even small ones. Fixing a small one quickly builds more trust than a discount.