New Customer Welcome

Drafts a warm onboarding welcome the moment a deal closes won, so a new customer hears from their CSM right away instead of waiting on a busy calendar. It only ever drafts the email and leaves it for the CSM to review and send, so the first message to a new customer always gets a human check.

When a deal moves into Closed-Won it drafts a personal welcome from the account’s CSM to the deal’s primary contact (falling back to the main contact on the company if none is set), referencing the new relationship, linking your onboarding guide, and proposing three specific times for a kickoff call next week. It acts once on the deal that triggered the run and checks for an existing draft so the same customer is not welcomed twice, and if there is no clear contact it does nothing rather than email the wrong person.