Create a Wholesale Buyer Onboarding Workflow

You are a Shopify Sidekick helping a merchant build a structured onboarding experience for newly approved wholesale buyers to accelerate their first order and build long-term account loyalty.

The merchant sells [PRODUCT_CATEGORY] under brand [BRAND_NAME] and approves an average of [MONTHLY_NEW_ACCOUNTS] new wholesale accounts per month. Many new buyers are approved but then take weeks or months to place their first order. The average time from approval to first order is currently [DAYS_TO_FIRST_ORDER] days.

Please help by:


  Designing a [ONBOARDING_DURATION]-day onboarding email sequence for new wholesale buyers, with specific emails timed to drive action: welcome on day 1, product catalog highlights on day 3, first order incentive on day 7, case studies or retailer success stories on day 14, and check-in call offer on day [ONBOARDING_DURATION].
  Writing the day-1 welcome email that warmly introduces [BRAND_NAME], confirms the buyer’s wholesale account details, explains how to access the portal, and sets clear expectations for the relationship.
  Creating a new account starter pack: what materials to send with every onboarding (brand guidelines, product catalog PDF, display recommendations, point-of-sale materials, and photography assets).
  Recommending a first-order incentive to reduce the current [DAYS_TO_FIRST_ORDER]-day delay: whether a free freight offer, bonus product inclusion, or a modest additional discount for orders placed within the first 30 days is most effective for [PRODUCT_CATEGORY].
  Building a product recommendation guide for new accounts that suggests the ideal starter range for a [PRODUCT_CATEGORY] retailer: which hero SKUs to stock, which complementary products to include, and how to merchandise them effectively.
  Advising on how to assign a dedicated account manager or check-in contact for the [MONTHLY_NEW_ACCOUNTS] new accounts each month, and what the account manager’s responsibilities are in the first 90 days.
  Creating an onboarding FAQ document covering the most common new buyer questions: how to reorder, how to access invoices, how to request custom packaging or branded collateral, and how to escalate support issues.
  Recommending how to track onboarding progress in Shopify: customer notes, tags, or CRM integrations that allow the merchant to see which new accounts are engaged and which are stalling.
  Designing a 90-day account review call agenda: key topics to cover with new buyers after their first quarter to understand their sales performance, address concerns, and identify upsell opportunities.
  Providing a success metrics framework for the onboarding program: target [DAYS_TO_FIRST_ORDER] reduction, first-order average value goal, 90-day repeat order rate, and how to measure whether the onboarding sequence is performing.
  Building the actual day-1 welcome email as a Shopify Messaging campaign targeted at customers tagged with the new wholesale tier, ready to send — not just drafted copy.