Skip to content

Send onboarding kickoff drafts to onboarding specialists before first call

Your paid onboarding customers arrive without a kickoff draft, causing delayed starts and manual follow-ups. Onboarding specialists get a prefilled kickoff email and questionnaire link so kickoffs happen before the next workday.

Send onboarding kickoff drafts to onboarding specialists before first call

Workflow preview:

Zap details:

Send onboarding kickoff drafts to onboarding specialists before first call