Communication Asset · v1.0

MSP Dealer Welcome
Email Sequence

A 4-touch post-provisioning email sequence designed to move dealers from access to activation to active selling — in plain language that works for every type of technician.
Audience
Newly Provisioned Dealer / Installer (CPP Member)
Platforms
MyDW · DW Spectrum Enterprise
Sequence Length
14 Days · 4 Touches
Trigger
Immediately after Org Provisioning
1
You're Live
Day 0
2
Your Portal
Day 3
3
Sell It
Day 7
4
Check-In
Day 14

Writing Style for This Sequence

The DW dealer base spans both deeply technical network engineers and experienced field installers who've never needed software management tools before. The tone that lands with both: direct, practical, and respectful of their time. Write like a knowledgeable colleague, not a marketing department.

✅ Do
  • Lead with the action — what they need to do right now
  • Use plain language — "log in" not "access your portal interface"
  • Be specific — include actual CP org numbers and links
  • Respect their expertise — don't over-explain basic things
  • Keep it short — every sentence earns its place
  • Give them a clear next step at the end of every email
❌ Don't
  • Use generic marketing language ("exciting opportunity")
  • Over-explain things they already know as installers
  • Write long walls of text
  • Use excessive enthusiasm or exclamation points
  • Make them hunt for the key information
  • CC irrelevant people or clutter the thread

Merge Fields — Fill Before Sending

VariableSourceExample
[CONTACT_FIRST_NAME]CRM — Primary ContactMike
[COMPANY_NAME]CRM — Account NameApex Security Solutions
[CP_ORG_NUMBER_MYDW]MyDW Platform — generated at provisioningCP-00482
[CP_ORG_NUMBER_SPECTRUM]Spectrum Enterprise Platform — generated at provisioningCP-00483
[PLATFORM_LOGIN_URL]Fixed — per platformmydw.cloud/login
[YOUR_NAME]Sender — BDM Cloud Services[Your name]
[YOUR_DIRECT_EMAIL]Sender contact info[Your DW email]
[PLATFORMS_PROVISIONED]From case — which platforms were provisionedMyDW / Spectrum Enterprise / Both

Sending, Tracking & Iteration

Until this sequence is automated, here is how to manage it manually without letting touches fall through the cracks.

📋 Manual Tracking
  • → Log Touch 1 send date on the CRM case immediately
  • → Set a calendar reminder for Day 3, 7, and 14 at provisioning time
  • → Mark each touch sent in the onboarding tracker spreadsheet
  • → If dealer replies at any point, note the content — it's valuable data
✅ When to Stop the Sequence Early
  • → Dealer confirms they are already active and selling
  • → Dealer requests no further contact (rare, but respect it)
  • → A support or sales colleague takes over the relationship
💡 Signs to Watch For
  • → No reply to Touch 4 = candidate for a personal phone call
  • → Specific complaint or question = update the FAQ library
  • → Demo key request = hand off to sales and flag as warm
🚀 Automation Target
  • → Touches 2–4 are strong candidates for CRM sequence automation
  • → Trigger: case status = "Provisioned — Email Sent"
  • → Touch 1 may remain manual for personalization (CP org number insert)
  • → Include in Ideas Platform automation proposal