Send welcome and questionnaire emails to new signups

Your web form signups get no immediate intake questionnaire and stall lead qualification. Leads receive a welcome email and questionnaire automatically so sales ops can qualify and book calls same day.

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Overview

When web signups don't get an intake questionnaire right away, qualification stalls and reps waste follow-up time. This flow sends a personalized welcome and questionnaire within minutes, letting sales ops qualify and schedule calls same day.