Enroll new trial subscriptions into customer onboarding workflow
Enroll new trial subscriptions into customer onboarding workflow
Your new trial subscriptions go unenrolled, causing inconsistent onboarding and missed setup touchpoints. Enroll them into onboarding workflows so success managers act within days.
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Overview
Unenrolled trial subscriptions leave your success team blind to who needs onboarding and delay setup, increasing the chance of churn. This flow ensures trial contacts enter your onboarding workflow within minutes so managers can start outreach during the critical first days.