Send recovery audit email to new account installs

Your payment installs often lack a recovery audit, leaving partners unsure about missed revenue. Send a tailored audit email and log the prospect so account managers can act same day.

Overview

New payment connector installs are a high-intent moment that often goes unremarked, leaving account teams without context. This flow emails a recovery audit and logs the prospect automatically so account managers receive actionable context within minutes and can follow up same day.