Send trial install onboarding emails to new leads

New trial leads without prompt outreach often stall and never see product value. Staged onboarding emails get reps to engage installers and convert trials within five days.

Overview

Left unchecked, new installers sit idle and your funnel cools. This sequence guarantees every installation lead receives timely onboarding outreach and follow-ups, so reps can book setup sessions within days and accelerate time-to-value. It turns trial installs into prioritized, trackable opportunities for the sales team.