Add new trial user records to onboarding queue for follow-up
Add new trial user records to onboarding queue for follow-up
Your untracked trial signups delay welcome sequences and leave chef accounts unactivated. The workflow routes trial profiles to onboarding so agents can activate accounts same day.
Workflow preview:
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Overview
Unattended trial signups create gaps between sign-up and activation, slowing time-to-value for chefs. This flow delivers full trial profiles to onboarding within minutes so agents can welcome and enable accounts same day.