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.

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.