Enable sales ops to send welcome SMS after payment approval

Sales ops see new buyers left without onboarding after payment approval. Welcome SMS delivers onboarding links and key info so customers engage faster and initial support falls.

Overview

Missed onboarding messages create confusion and extra support volume that undermines customer experience. This workflow ensures sales ops deliver welcome SMS shortly after payment approval so new customers receive next steps and initial support inquiries fall. The outcome is a clearer first touch and fewer manual follow-ups for ops to manage.

Notable Features

Send SMS after payment approval
Include onboarding links and resources
Log contact activity to CRM