Step-by-step customer onboarding — the whole first week on autopilot

A customer signs up — the scenario adds them to your database, notifies the team and, on schedule, sends the welcome, documents, a check-in and a first-week guide.

  • The customer's whole first week runs itself, step by step
  • The customer lands in HubSpot at once, the team is notified
  • Emails go out with pauses, at the right moment
  • Nothing forgotten and nothing sent twice
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