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Cameron high icp edit #155

Closed camerondeleone closed 7 months ago

camerondeleone commented 7 months ago

Add fork into onboarding flow to split out high ICP (+maybe a few other properties) before first email. The changes to the email will be

Hey there, Cameron here (engineer from Customer Success) 👋.

I'll make this brief, since I'm sure you're excited to get started, but I wanted to let you know I'm available to help if/when you run into any roadblocks (with integration, pricing, analysis, dashboard setup, or if you just want to quickly chat through anything). You can reach me here, by email, or grab a quick 15 minute slot here to chat.

If you're looking to get up and running asap, and have a website/app, we recommend installing our snippet and building an AARRR funnel to get a clear view of your user journey. We also have other SDKs if browser js doesn't cover your use case. Let me know if you'd like to chat through which makes most sense for your use case.

Current email, for ref:

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camerondeleone commented 6 months ago

Thanks @joethreepwood — just fyi i've tweaked the selection slightly to target engineering specifically (filtering by this segment instead of just ICP)

joethreepwood commented 6 months ago

Cool - do you want to apply this to the later ICP check too, or leave that as just ICP > 10?

camerondeleone commented 6 months ago

Cool - do you want to apply this to the later ICP check too, or leave that as just ICP > 10?

I ended up getting rid of it because too few people have that property set from what I can tell, and it seemed to be missing out on a bunch of good potential customers. I also feel like there's a large contingent of users with no hubspot score image so just set this up which hopefully does help...

joethreepwood commented 6 months ago

I ended up getting rid of it because too few people have that property set from what I can tell

Not sure I follow this, as I can't see either of those segments used anywhere?

The Onboarding flow currently still checks for ICP > 10 (via Hubspot_score) before the welcome email, and before the upsell cycle, but that's it.