Every new stockist onboarded as well as the first one

PART OF A LARGER SYSTEM

A stockist who signs up but never learns the products sells none of them. Onboarding done personally works for the first few stockists and then stops scaling: the quality of each new stockist's start depends on who had time that week, and a national network cannot be grown one personal induction at a time.

The client needed more than automation; it needed the sales process itself designed. HPCR designed how a new stockist should be brought on, what they should learn about the products, in what order, and how the business should follow their progress, with minimal instruction needed from the client. The automation is the delivery mechanism for that design.

One enrolment starts the whole journey: nine automated emails delivered across three weeks, scheduled at days 0, 2, 4, 7, 10, 13, 16, 19 and 21. Each send carries practical resources, engagement is written back to the stockist's record, and a suppression list holds back anyone who should not receive the programme.

CONTROLLED CAMPAIGN DEMONSTRATION · PUBLIC-SAFE DERIVATIVES

The sequence as deployed: nine emails across three weeks, two resources on every send, forms, the day-14 escalation branch and the handover

The education leads with the product story, then answers the conversation every counter actually has: what the customer already uses. Educational resources are delivered throughout the sequence, and the comparison guide gives counter staff a clear, confident answer to the most common objection without needing to be technical.

Four forms sit inside the journey, supported by six form-effect workflows that write properties, notify the owner and raise tasks on submission. The automation also knows its limits: where no meaningful action is recorded after 14 days, a task asks a representative to step in, confirm the right manager received the resources and find out what support is needed.

Engagement and resource activity write back to each stockist's record and can update the management reporting as testing broadens, alongside pipeline and sales activity. The stockist who completes the sequence is the same stockist the locator sends customers to. The current controlled testing volume is deliberately small, so we publish no engagement or performance figures from it.