Send onboarding reminder emails and update training log
Send onboarding reminder emails and update training log
Your onboarding records go stagnant without reminders, leaving revenue reps unready for data-driven meetings. The workflow sends reminders and updates your training log so completion is tracked weekly.
Overview
Stalled onboarding weakens reps' ability to use data in conversations and increases manager follow-up work. This flow automatically nudges learners and logs reminder dates so your coordinators and managers get completion visibility within a week.