Closing & Tracking

What happens after they sign up

4 min read

Key takeaway: Most cancellations happen in the first 7 days, not month 6. Be there in their first 24 hours and you'll keep them paying for years.

Signup → first call: the critical 24 hours

When a prospect signs up via your link:

  1. They get a welcome email from Foan.
  2. They land on /dashboard and see the "Create your first agent" CTA.
  3. They click it, name the agent, pick a use-case (Returns, Receptionist, etc.).
  4. The agent gets pre-filled with a greeting + voice + system prompt for the niche.
  5. They forward their phone number (Twilio integration) or copy the test-call link to try it.

Most people stop at step 3. They create the agent but never forward their number. So the agent never picks up real calls. So they cancel within 7 days saying "it didn't help me."

Your follow-up plays

The day they sign up — at the end of the day:

"Hey [Name] — saw the signup notification, congrats. Did you manage to forward your number to the agent? Some prospects get stuck on this — happy to walk you through it. 5 minutes max."

If they say yes: "Brilliant. The agent will start picking up calls now. Let me know if anything weird happens — first 48 hours are when most edge cases come up."

If they say no: "All good — easiest path is the Twilio integration in the Phone tab of your agent. Want to do it now over the phone? I'll guide you."

Day 3:

"Quick check — has the agent picked up any real calls yet? Worth a peek at the Calls log in your dashboard to see who came through."

Day 7:

"You should have a few calls under your belt by now. What's working, what's annoying? I'm here for both."

This is genuine — you want feedback. Foan acts on it.

What to do if they cancel in the first 30 days

Your commission claws back. So:

  1. Find out why. Most cancellations are setup issues, not "I don't like the product."
  2. Offer to walk them through fixing it.
  3. If the issue is genuine — voice doesn't sound right, missing integration — flag it in the affiliate channel. We act fast on real product feedback.

What to do at 60 days

"Hey [Name] — quick check. Two months in, what's the agent doing well, what's it not doing? Happy to feed it back to the Foan team."

This is also when you should ask:

"Have you got mates in the same trade? Anyone you'd recommend? I'll send them a tailored demo and you'll get nothing for it — but it'd help me out."

The mutual-respect ask works because the customer already knows you. They've seen the demo, they're paying, they're happy.

What about referrals from your customer

Some affiliates set up a sub-affiliate sharing structure. We don't formally support sub-affiliates yet, but two patterns work:

  1. Your customer drops your affiliate link in their network — straightforward.
  2. Your customer becomes an affiliate themselves and you get nothing on those sub-referrals (today). We'll likely add tiers in 2026.

For now, focus on direct customers. The maths works without sub-affiliates.

What you should never do

  • Don't pretend to be Foan support. You're an affiliate. Tell customers to email hello@foan.me for product support.
  • Don't promise customisation we don't ship. ("Sure, I'll get them to add Salesforce integration!" — no, the platform team controls the roadmap.)
  • Don't burn through prospects. One thoughtful follow-up beats five spammy ones.

The compounding loop

Every customer who stays paying for a year = ~£600 in commission to you (Growth plan). The same customer in year 2 = another £600. Year 3 = another. You're building an annuity. Treat each signup like the start of a 5-year relationship.