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.

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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.