Welcome a new customer after deal close
Revo reads the sales handoff, drafts the warm welcome email, and books the kickoff. plus sets up onboarding tasks in the PM tool.
First-week experience determines retention. Revo writes the welcome the moment sales hands off, so onboarding starts before the customer wonders what's next.
What lands in the customer's inbox
Warm welcome from the CSM, kickoff calendar invite, links to setup docs, and a clear timeline for week one.
- 1
Read the handoff
Sales notes, contract terms, customer goals, intro to stakeholders.
- 2
Draft welcome
Warm, specific, in CSM voice. plus kickoff calendar invite.
- 3
Create onboarding tasks
Starter tasks in your PM tool per the firm's playbook.
Tools Revo touches for this action
Revo connects to your stack and pulls the context this action needs. Tap any tool to see the rest of what Revo runs there.
Related actions
More tasks Revo can take off your plate.
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Respond to a scope or price question on an existing proposal
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Thank and update the CPA or attorney who referred the client
Revo finds the referral source, drafts a warm thank-you, and keeps them looped at engagement and tax-season completion.
Respond to a peer attorney asking for a referral
Revo checks your capacity, your practice fit, and your conflicts in seconds. then drafts a reply that takes the matter or makes the right hand-off.
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