Create welcome email and record for new customers
Create welcome email and record for new customers
New paying customers arrive without tracked record or welcome message, delaying coach assignment. You get a customer record, a personalized welcome email, and a team alert so outreach begins same day.
Overview
When paying customers slip through onboarding, activation stalls and coordinators scramble. This flow captures each new customer, sends a tailored welcome email, and alerts your team so outreach can begin same day.