Keep business owners notified when new customers are accepted

Business owners lose onboarding momentum when accepted-customer records sit unhandled, risking churn. Reminder emails prompt account managers to contact customers, keeping onboarding moving.

Overview

Missed onboarding reminders let customers slip away and increase churn risk. This workflow makes every accepted customer trigger scheduled next-step emails and account manager prompts, turning ad hoc outreach into consistent onboarding. The result is faster handoffs and zero missed onboarding touchpoints.

Notable Features

Send scheduled reminder emails
Trigger when accepted-customer record created
Alert account managers by email