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.
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.