Welcome new hires at customer accounts

Each week, finds people who joined your customer accounts in roles that use your product, gets their verified emails, and has AIMEE draft a welcome with an onboarding offer that waits for your approval.

Use this workflowHow it works

11 stepsWeekly checkYou approve before anything is sent

The workflow diagram

Welcome new hires at customer accounts: workflow diagramThe 11 steps of this workflow, from its trigger to the final step.Every Tuesday, for each customer account. Scores, schedules and toolsBWWHENTRIGGEREvery Tuesday, for eachcustomer accountScores, schedules and toolsFind recent hires in user roles. Paid per resultDATHENFind recent hires in userrolesPaid per resultAlready welcomed?Already welcomed?Match each new hire (LeadFuze first). Paid per resultDATHENMatch each new hire(LeadFuze first)Paid per resultAdd to Welcomed new hires. Audiences and recordsBWTHENAdd to Welcomed new hiresAudiences and recordsTask for customer success. OutreachOUTHENTask for customer successOutreachHas a work email?Has a work email?Find the missing work email. Paid per resultDATHENFind the missing workemailPaid per resultEmail found?Email found?Verify before anything is sent. Paid per resultDATHENVerify before anything issentPaid per resultDeliverable?Deliverable?Welcome email from AIMEE. Waits for your approvalAITHENYOUR OKWelcome email from AIMEEWaits for your approvalThis path stops hereThis path stops hereThis path stops hereThis path stops hereYesNoYesNoYesNoYesNo
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

Each week, finds people who joined your customer accounts in roles that use your product, gets their verified emails, and has AIMEE draft a welcome with an onboarding offer that waits for your approval. The customer success owner gets a task.

Why it works. New hires who learn your product in week one become power users, and the ones nobody onboards quietly switch tools.

AIMEE's welcome email waits for your approval.

How it works

It starts: Every Tuesday, for each customer account, or run it now.

  1. 1

    Find recent hires in user roles

    Runs a BrandWell data lookup and brings the result back into the workflow.

  2. 2

    Already welcomed?

    If yes, it stops for that person. If no, it goes on to "Match each new hire (LeadFuze first)".

  3. 3

    Match each new hire (LeadFuze first)

    Adds the person's role and profile details.

  4. 4

    Add to Welcomed new hires

    Saves the people to an audience you can use anywhere.

  5. 5

    Task for customer success

    Creates a follow-up task for the right person.

  6. 6

    Has a work email?

    If yes, it goes on to "Verify before anything is sent". If no, it goes on to "Find the missing work email".

  7. 7

    Find the missing work email

    Fills a missing work email, trying included data first and paid sources only to fill the rest.

  8. 8

    Email found?

    If yes, it goes on to "Verify before anything is sent". If no, it stops for that person.

  9. 9

    Verify before anything is sent

    Checks the email is deliverable before anything is sent. Free checks run first.

  10. 10

    Deliverable?

    If yes, it goes on to "Welcome email from AIMEE". If no, it stops for that person.

  11. 11

    Welcome email from AIMEE Waits for your OK

    AIMEE writes the message and sends it only after the required approval.

What you need

  • Workflow Wallet funds for paid lookups
  • Outreach in your BrandWell plan
  • AIMEE in your BrandWell plan
  • An Outreach campaign
  • An audience of your customers

What it costs

Paid steps are charged per result from your Workflow Wallet, and you set the limit.

  • Assumes Outreach is already enabled in your plan. Subscription fees are separate.
  • Assumes AIMEE is already enabled in your plan. Subscription fees are separate.
  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

$13.49 typical per 100 account checks, up to $33.30

Free sources and LeadFuze data run first. Paid lookups only fill the rest, and misses are free on most sources. Estimates use current customer prices.

Data partners

Free sources run first, then the rest in the order this workflow tries them.

  • Find recent hires in user roles

    • HarvestAPI

  • Match each new hire (LeadFuze first)

    • LeadFuze
    • AI Ark
    • Dropleads
    • QuickEnrich
    • Hunter
    • Tomba
    • MoltSets
    • Datagma
    • +4 more

  • Find the missing work email

    • LeadFuze
    • QuickEnrich
    • Kitt AI
    • AI Ark
    • Tomba
    • MoltSets
    • Dropleads
    • Findymail
    • +6 more

  • Verify before anything is sent

    • LeadFuze
    • ContactOut
    • Kitt AI
    • MillionVerifier
    • Dropleads
    • BounceBan
    • LimaData
    • LeadMagic
    • +4 more

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