CUSTOMER ONBOARDING WORKFLOW

WAIT TIME: TEMPLATE

START EVENT: NEW CUSTOMER WELCOME EMAIL

____________________ ____________________ ____________________ WAIT TIME: WAIT TIME: END EVENT END EVENT ALERT NAME: NOTIFY SALES TEAM YES NO MESSAGE NAME: KEY DETAILS:	WEBINAR INVITATION	Provide form to sign-up USER ACTION: DID THE CONTACT CLICK THE LINK?	OFFER PRODUCT DEMO	Add link to get customer in contact	with Sales Team	MESSAGE NAME: KEY DETAILS: MESSAGE NAME: KEY DETAILS: PRODUCT FEATURE HIGHLIGHTS ______________________________________ ______________________________________ MESSAGE NAME: KEY DETAILS: GOAL: ______________________________________ ______________________________________ ______________________________________

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