Customer Program Invitations

Example email copy to invite participants into your program

1. A “Pave the Road” email inviting a customer to participate in an interview.


We have an exciting opportunity for you to share your experiences and advice related to your work with our company with other customers, your colleagues, and the Axway team.

All you need to do is join a 30-minute conversation with our partner, SlapFive. Dana Alvarenga will reach out to you to arrange a day and time that's convenient for you.

We'll record the conversation and share the best video snippets with our customers looking to achieve a level of success like yours. You'll also be able to share them with others in your company and in your professional network. And our team will use your feedback to improve our customer experience.

I've copied Dana on this note as a warm introduction. Please let us both know if you'd like to take advantage of this opportunity, or if there is someone else in your company who would be better suited to participate.


(Your customer success manager)

2. An email inviting people to respond to a mobile prompt with the link to the prompt embedded.


You and your company are doing great things with Acumatica, and we’d like to give you an opportunity to share your knowledge and advice with our other customers who are just starting out.

One of the things that people struggling with an old ERP system are most interested in is what caused you to realize you needed to move off your old system and move to Acumatica. They know it is a big decision, not to be taken lightly, and want to hear advice from their peers.

All you need to do is open this email on your mobile phone, click the link below, and tap the Audio button and respond to the question by talking into your phone for a minute or two.

Why did you decide it was time to replace your old ERP system?


3. A sequence of two Influitive challenges, the first to build anticipation, and the second to embed the SlapFive prompt to get advocates to respond.


4. A new customer welcome letter that shows commitment to shared success and introduces the customer voice program along with other entitlements intended to make customers successful.


Congratulations on becoming a Forrester client, and joining our community of business professionals who are here to challenge thinking and lead change within their companies and industries.

The entire team at Forrester is committed to your success, and you will be successful if you take advantage of everything Forrester has to offer and put it to work to win, grow, and retain customers.

In the next week, you will receive an invitation to a Kickoff Call where you will be introduced to your Forrester Account Manager and will receive a demo of our research portal. In the meantime, here are some things you will want to participate in to get a fast start.

Forrester's analysts contribute to one of the most widely-read blogs in the world, with previews of their emerging research and commentary on breaking news.

Forrester Frontlines is our global customer voice program, which offers an exciting way for Forrester to help you succeed both as our client and in your career, while you help us improve and grow our business.

Forrester Leadership Boards are our role-based user groups that bring you together with peers dealing with the same challenges as you, and analysts who perform dedicated research for the members of each board.

In the Age of the Customer, there's never been a more important time to become customer obsessed, and join forces with the only research firm who will guide you on your journey.


5. An invitation to a branded Customer Voice Program to set expectations of what’s in it for the customer.


Here’s an exciting way that Forrester wants to help you succeed both as our client and in your career, while you help us improve and grow our business. It’s a customer voice program called Forrester Frontlines. Check it out below and let me know if you’re game to join.

What’s in it for you?

  • Gain insider access to Forrester’s ideas and people

  • Network with other Forrester clients to learn and share best practices and advice

  • Increase your visibility as a thought leader and innovator in your company and industry

  • Provide input on current and future Forrester products and services

  • Tell your peers about your experiences working with Forrester and your successful initiatives

How it works:

It’s really quite simple. Just let us know if you’re in, and how you’d like us to communicate with you. We’ll have you take a 30 second survey to tell us what activities you’re most interested in. Then just sit back and once or twice a month we’ll reach out with a question you can answer, advice and techniques other customers have shared, or an opportunity to showcase your knowledge, experience and advice with peers. You just pick and choose which ones work for you.

It’s a win-win. Just reply to this email saying “I’m game” and we’ll take it from there.



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