Create staged follow-ups when deal moves to onboarding
Create staged follow-ups when deal moves to onboarding
Your onboarding deals lack scheduled follow-ups, leaving data product consumption unchecked and handoffs delayed. It creates timed follow-ups to verify usage and close onboarding within 30 days.
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Overview
When deals enter onboarding without scheduled check-ins, data product usage goes unverified and handoffs stall. This workflow creates timed follow-ups and a final access review so onboarding managers confirm consumption and finish setup within 30 days.