Send welcome and create onboarding checklist for new users

Your new subscription signups lack onboarding context, leaving setup tasks undone and admin checks incomplete. Receive a welcome email and an internal checklist so teams can begin setup the same day.

Overview

When a paid subscription goes live, customers expect a prompt welcome and your team needs a documented handoff; missing that stalls onboarding. This flow sends a plan-specific welcome and creates an internal checklist and task card so onboarding specialists can begin setup the same day.