Sales ops ensure new download leads start onboarding
Sales ops ensure new download leads start onboarding
Sales ops miss materials-download leads, leaving prospects without setup guidance and stalling trial onboarding. Create a ticket and send registration steps so support can begin onboarding.
Overview
When materials downloads aren't followed up, trial users stall and conversion risk rises. This workflow captures every download, creates a support ticket and sends registration guidance, ensuring support starts onboarding and response times drop dramatically.
Notable Features
- Create support ticket on download
- Send registration steps to prospects
- Assign ticket to support queue