Just handed off a new customer to Customer Success and want to ensure that key contacts stay informed? Kick off a  year-long cadence! 

A year-long cadence is a structured, recurring engagement plan that helps you engage and support customers throughout the entire calendar year. 

This cadence ensures that your most important contacts stay equipped with the latest tools and information. 

Ready to make this happen? Let’s take a look at the year-long cadence structure:

Day 1:

• Step 1: Email Introduction
• Step 2: Connect on LinkedIn

Day 4: 

• Step 3 | Email: In-thread follow up email with access to all resources at their disposal

Day 20: 

• Step 4 | Other: Use this step as a 1-month checkpoint. Any actions needed?

Day 32: 

• Step 5 | Email: New thread with helpful resources. Is there anything they need help with?

Day 64:

• Step 6 | Other: 3 Month Checkpoint. Is there a need to kick off any low usage Cadences?

Day 68:

• Step 7 | Email: Value add email, updated list of upcoming webinars and resources

Day 86:

• Step 8 | Email: Value add email, updated list of upcoming webinars and resources
• Step 9 | LinkedIn: Light social touch. View on LinkedIn, like or comment where it makes sense

Day 107:

• Step 10 | Email: Value add email, updated list of upcoming webinars and resources

Day 130:

• Step 11 | Other: 6 Months Checkpoint. Begin having renewal discussions if applicable

Day 140: 

• Step 12 | Email: Value add email, updated list of upcoming webinars and resources

Day 165:

• Step 13 | Email: Value add email, updated list of upcoming webinars and resources

Day 191:

• Step 14 | Other: 9 Month Checkpoint

Day 214:

• Step 15 | Email: Value add email, updated list of upcoming webinars and resources
• Step 16 | LinkedIn: Light social touch. View on LinkedIn, like or comment where it makes sense

Day 236:

• Step 17 | Email: Value add email, updated list of upcoming webinars and resources

Day 257:

• Step 18 | Email: Value add email, updated list of upcoming webinars and resources

Day 258: 

• Step 19 | Other: 1 Year Checkpoint

With the year-long cadence structure in mind, here are some additional things to consider:

Engagement Channels:

• Email: Send emails to stay connected and share new resources. Here’s an example email template:

"Hey aCustomer]! We've got some fresh updates to help you succeed! This month, we're featuring cFeature/Resource]. Let’s connect!"

• Social Media: Use social media to share quick wins and tips. Here’s an example post:

"Just helped Customer] simplify 7Process] using lFeature]! Could this work for your team? Let’s chat! 🚀 #SuccessTips"

•  Video: Shoot quick, helpful videos to keep them in the loop. Here’s an example video script:

"Hey >Customer], check out this awesome new feature! It'll help you csave time, improve workflow]. Let us know what you think!"

🎯 Best Practice Tips: 

1. Review and update content monthly! Keep things fresh with relevant resources that reflect where your customers are at in their journey.
2. Automate to Stay on Track! Don't let anyone slip through the cracks. Automation is key! Your cadence is pre-set to reach everyone—no manual work needed! 
3. Short Bursts at Key Checkpoints! Add mini-cadences for specific updates or actions at critical moments. Think of these as quick reminders to keep the convo flowing! 

What’s your go-to cadence hack? Share your thoughts in the comments. 

#SalesSuccess #Salesloft #CustomerSuccess #Engagement

Additional Resources

Check out our knowledge base to learn how to:

• Create a Cadence