Send welcome email and notify advisors for new leads
Send welcome email and notify advisors for new leads
Your franchisee lead submissions land without context, leaving advisors unprepared and follow-up delayed. Send a tailored welcome email and internal alert so reps can respond with next steps same day.
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Overview
When social leads arrive without outreach, prospects quickly go cold and enrollment opportunities slip away. This workflow sends a personalized welcome email to the lead and alerts your advisors immediately, so enrollment managers can follow up and schedule calls the same day.