Start onboarding and send welcome email to customers

You lose onboarding momentum when a CRM activity marks a customer with no kickoff call. It provisions accounts, updates the customer log, and sends a welcome email same day.

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Overview

When won deals skip a kickoff call, provisioning often stalls and customers lose momentum. This flow launches provisioning, updates your customer log, enrolls contacts in lifecycle messaging, and sends a welcome email so CSMs can engage customers same day.