Send onboarding drip emails to new advisor signups
Send onboarding drip emails to new advisor signups
Your new signups miss timely onboarding, leaving advisors unsure how to use core features. The drip sends staged tips and reminders so users activate within the first week.
Overview
New signups often drop before they see value because they don't get timely guidance; this workflow sequences three targeted onboarding emails so advisors experience core features within the first week. It reduces manual outreach for CSMs and surfaces activation signals to your product and success teams within days.