Send onboarding reminders to new customers and reps

Your closed-won deals miss the pre-launch form, leaving onboarding stalled and installs unbooked. Automated reminders recover forms and notify reps so onboarding moves forward within days.

Overview

Stop manual chasing after closed deals so your CSMs focus on high-value onboarding work. This flow sends scheduled pre-launch reminders and escalates final attempts to reps, ensuring forms return within days so installs are scheduled before launch windows.