Send welcome email and SMS to new signups
Send welcome email and SMS to new signups
Your intake signups often miss immediate outreach, leaving consults unconfirmed and follow-up inconsistent. It sends SMS and email outreach and logs activity so reps can confirm consults same day.
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Overview
Intake signups convert best when you reach them quickly; manual follow-ups miss opportunities and waste time. This flow sends an SMS and a follow-up email and records the touch so reps can confirm consults same day.