PDF · Retention
Customer Onboarding Docs
5 documents. First 30 days. Fewer cancellations.
Five documents that set expectations before Round 1, prevent the most common cancellation trigger, and turn new customers into referral sources — all in the first 30 days.
$19One-time · PDF · Instant download
5 documents included
01Welcome letter — sets expectations before Round 1 application
02Pre-service property prep guide — what the customer should do before technicians arrive
03Post-service communication — what to expect after treatment
0430-day follow-up sequence — check-in that prevents the most common cancellation trigger
05Referral request — turns satisfied customers into referral sources
FAQ
What's the most common cancellation trigger these docs prevent?
The biggest cancellation driver in the first 30 days is unmet expectations — the customer expected something different from what was delivered. The pre-service and post-service documents set the right expectations before and immediately after the first application.
Are these for email or physical mail?
Both. Formatted to work as printed letters or email. Most operators use email for the automated sequence and physical mail for the welcome letter on new accounts.
Do I need to customize them?
Yes — add your business name, contact info, and any program-specific details. The structure, language, and timing are done. The customization takes 15-20 minutes.