First-Time Buyer Welcome Series
A done-for-you e-commerce and retail automation built for the Customer Marketing Manager, connecting Zapier and Make.com so the work below happens on its own.
What this automation does, step by step
The moment a customer completes their very first order in Shopify or WooCommerce, this automation enrolls them in a dedicated welcome series through Klaviyo that's entirely separate from the store's general newsletter: the brand's origin story on day one, product care and usage tips on day three, tailored to whatever category they actually bought, and an invitation to the referral program on day seven with a friend discount code.
Zapier or Make.com confirms the order is genuinely a first purchase before enrollment, so returning customers never get a "welcome" email they've already seen.
New customers who go through a structured welcome series place a second order sooner and more often than those simply dropped into the general marketing list, making this one of the highest-leverage sequences a store can automate.
- Shopify or WooCommerce
- Klaviyo
- Zapier or Make.com
- Referral platform (e.g., ReferralCandy or Smile.io)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left to a person, this means a customer marketing manager re-enters the same data more than once, double-checks it by hand, and still occasionally misses something. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Intake forms that sync straight into your CRM or practice software
- Document collection with automatic reminders
- Welcome sequences that set expectations from day one
- Kickoff and first appointments scheduled without back-and-forth
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