Help sales ops trigger 30-day client check-ins reliably

Sales ops lose launch follow-ups when onboarding items don't advance, causing handoffs to slip. This workflow sets the ramping stage 23 days after launch so account teams get a 30-day check-in cue.

Overview

Missed 30-day check-ins let onboarding handoffs slip and put renewals at risk. This workflow updates the onboarding board 23 days after launch and notifies account owners, so account teams consistently receive scheduled check-in cues and missed follow-ups are reduced.

Notable Features

Set ramping stage after launch
Create follow-up task for owners
Notify account teams when queued