Send welcome and follow-up email to new enrollees

Your free trial enrollments often receive no personal outreach, leaving learners unqualified. It sends a welcome and a one-day follow-up so advisors can book calls and convert learners quickly.

Workflow preview:

Zap details:

Overview

When free enrollees aren’t contacted quickly they cool off and conversion opportunities slip away. This workflow delivers an instant welcome and a scheduled one-day follow-up so your advisors can book qualification calls and act within 48 hours. Implementing it removes manual outreach and ensures timely touchpoints for every new enrollee.