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Sample request time-to-value optimization

Getting a brand to its first automatic sample approval sooner: onboarding for five kinds of account, a reworked rules workflow and three first-visit directions.

  • Onboarding
  • Workflow rework

Reacher’s Sample Requests page is where a brand reviews creators who ask for a free sample. This case is about how quickly a brand gets from opening it to its first automatic approval, in three pieces: what each kind of account sees the first time, how a rule is built and turned on, and what the first-visit page leads with.

The workflow rework is one flow: choose a recipe, build an approval or rejection rule while previewing its effect on the queue, review it, turn it on, then see every decision, and why, in Activity. The directions compare three ways to open the page: see it work, watch and learn, or a simple benefit with a video.

The creators, the shop and the numbers in these screens are illustrative sample data.

Onboarding for different ICPs

One Sample Requests page, five kinds of account: what each one sees the first time it opens the page, and what it is offered.

  • Reacher’s Sample Requests page for a Pro trial: Your sample queue, on autopilot, with Upgrade to Pro and Add for $50/month buttons beside a request-to-approval graphic.View full size (opens in a new tab)

    Free signup → Pro or add-on

    A new account can explore sample approvals, then upgrade to Pro or add automation for $50 a month. A row lets a teammate set it up.

  • Reacher’s Sample Requests page headed Over 1,000 pending. Let’s get you started, with a Book a call button and an Upgrade to Pro button.View full size (opens in a new tab)

    Free signup with a backlog → ReacherPlus

    For a signup with over 1,000 pending requests, ReacherPlus managed setup leads with Book a call, and Upgrade to Pro is the second choice.

  • Reacher’s Sample Requests page headed Your queue is growing. Let Pro keep it moving, with an Upgrade to Pro button.View full size (opens in a new tab)

    Heavy Starter → Pro

    “Your queue is growing. Let Pro keep it moving.” One Upgrade to Pro button for a Starter account whose queue has grown.

  • Reacher’s Sample Requests page headed More creators. Less to manage, offering a ReacherPlus call and Upgrade to Pro.View full size (opens in a new tab)

    Heavy Starter → ReacherPlus

    For an established Starter account, the ReacherPlus managed service (Book a call) sits beside self-service Pro.

  • Reacher’s Sample Requests page with stats, status tabs and a table of requests, under a ReacherPlus banner reading Keep the momentum. Hand off the busywork.View full size (opens in a new tab)

    Heavy Pro → ReacherPlus, in the existing page

    The existing Sample Requests page for a heavy Pro account, with a small dismissible ReacherPlus banner added above the tabs.

Workflow rework

From choosing a recipe to seeing every decision and why.

  • The Sample Requests home with Automations, Activity and Needs review tabs: 344 requests handled today, three ordered rules and a card for requests that need a human.View full size (opens in a new tab)

    Automations workspace

    Your rules handle the routine; your team handles the exceptions. A summary of 344 requests handled today, three rules in order, and the requests that need a person.

  • A screen titled What should Reacher handle for you, with three recipe cards: Engaged creators, Below your threshold and Your VIP creators.View full size (opens in a new tab)

    Choose a rule

    Start from a recipe (Engaged creators, Below your threshold or Your VIP creators), start from scratch, or hand setup to a teammate.

  • The approval-rule builder with conditions for creator GMV, post rate and engagement, a summary of what the rule does and a preview against the queue.View full size (opens in a new tab)

    Build an approval rule

    Conditions on the left; a plain-language summary and a preview against the queue on the right: 18 would be approved and 24 still need review.

  • The rejection-rule builder with post rate and average-views conditions, a summary and a preview showing 8 new rejections.View full size (opens in a new tab)

    Build a rejection rule

    The same builder for rejections, with a preview of 8 new rejections and 34 left for review.

  • A review step headed Your rule is ready. Let it run, with the Engaged creators rule beside an upgrade panel offering Reacher Pro and a sample automation add-on.View full size (opens in a new tab)

    Upgrade inside the review

    A Starter account can build and preview a rule, then choose Reacher Pro ($599 a month) or a $50-a-month add-on to turn it on. The draft stays saved.

  • A review step headed One last look, with the Engaged creators rule summary and a panel with a Turn on approval rule button.View full size (opens in a new tab)

    Review and turn on

    For a Pro account, one last look at the rule and a clear Turn on approval rule button. 18 of the 42 pending requests would match.

  • The Activity tab with counts of approved, rejected and manually decided requests, a decision log and a Why this was approved panel.View full size (opens in a new tab)

    Activity and decision details

    Every decision with who handled it and when, and a panel that says why one request was approved: the rule, its priority and the values that matched.

  • The Needs review queue with three rows selected, Approve and Reject buttons, and a banner offering to create a rule.View full size (opens in a new tab)

    Needs review and manual decisions

    The requests no rule handled, with the reason beside each, bulk Approve and Reject, and a prompt to create a rule from the selection.

  • The Fulfilment view with five status counts and a Pending content table of delivered samples.View full size (opens in a new tab)

    Fulfilment

    From a sample decision to the creator’s next post: counts for ready to ship, shipped, pending content, completed and cancelled, and the delivered samples waiting for content.

Dialogs

The small moments between those screens.

Directions

Three ways to open the page the first time.

  • A first-visit direction headed Great creator. Right product. Sample approved, with an example request, three setup steps and video and article cards.View full size (opens in a new tab)

    Direction 1 · See it work

    Leads with the benefit: an example request turning into an approval, the three setup steps, and a video and an article.

  • A first-visit direction headed From request to approval, with a four-step example and an invitation to take a product tour.View full size (opens in a new tab)

    Direction 2 · Watch and learn

    Puts a tutorial at the centre: a four-step example from request to approval, an invitation to take a product tour, and the setup in three moves.

  • A first-visit direction headed Great creators. Faster sample approvals, with a Set up automation button and a video guide.View full size (opens in a new tab)

    Direction 3 · Simple benefit and video

    The simplest of the three: a short benefit headline with a Set up automation button, and a video guide beside the request, rules and approved graphic.