Owner: Fady Saad | 30 minutes · Video call | SLA: Email within 24h of call

On the Call

The strategy call is a structured discovery session using the predefined Cluematic questionnaire. The goal is to extract enough information to determine:

  • What the customer’s business does and how it currently operates
  • Where the manual work and bottlenecks are
  • What automations would have the highest impact
  • Whether they are a good fit for Cluematic

After the Call

Within 24 hours of the call ending, Fady sends the “Get Started with Cluematic” email.

Subject: Get started with Cluematic

Hi [Name],

Thank you for taking the time to speak with us today. It was great
learning about [their business] and understanding where we can make
the biggest difference for you.

Based on our conversation, we believe we can help you [brief
personalised summary — 1 sentence referencing their specific
pain point].

The next step is simple: click the button below to create your
Cluematic account, sign your agreement, choose your plan, and
complete your subscription. The whole process takes a few minutes.

[Start Onboarding →]

Once you're set up, you'll be able to log in and create your
first project — and our project team will be with you from
that point.

Looking forward to working with you.

Fady Saad
Cluematic

Warning

Personalise the pain point sentence every time. Do not send a generic version of this email.