Founder alert: Create follow-up tasks for trial starts

Founders lose trial momentum when starts lack a linked deal, letting prospects go cold. It creates follow-up tasks assigned to the founder or rep, ensuring trials are contacted before interest wanes.

Overview

Founders in IT services risk losing trial prospects when follow-ups fall through the cracks. This workflow creates a follow-up task whenever a trial starts with no linked deal, ensuring every trial gets proactive outreach and preventing missed conversion opportunities.

Notable Features

Create follow-up tasks automatically
Assign tasks to founder or rep
Set customizable follow-up priority