Playbooks / Startups / Customer Onboarding + Retention
Welcome Sequence
Kickoff emails for new customers: what happens first, who they talk to, and the first milestone that means they are getting value. Approval before send.
How to run it
Open Startups > Customer Onboarding + Retention > Welcome Sequence in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Welcome Sequence workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Kickoff emails for new customers: what happens first, who they talk to, and the first milestone that means they are getting value. Approval before send.
Put this workflow to work.
The Startups agent ships with this one installed. Open the demo and ask it to run the Welcome Sequence workflow on something of yours.