Email + in-app
Trial activation
Help trial users publish their first workflow
Workspace
User correspondence
Outbound queue
Prioritize account outreach by billing risk, activation stage, support need, or product usage.
| User | Company | Subject | Channel | Priority | Next step | Action |
|---|---|---|---|---|---|---|
| Morgan Shah | Fleet Remarketing Lab | Past-due subscription rescue | High | Send billing recovery note | ||
| Jordan Lee | Dealer Launch Studio | Trial activation help | Email + in-app | Medium | Offer onboarding call | |
| Avery Quinn | GFL Auction Growth | Workflow performance report | Low | Send weekly success summary | ||
| Taylor Brooks | Parts Velocity | Enterprise integration review | Call | Medium | Schedule connector audit |
Email
Billing recovery
Recover past-due subscriptions with a clear next step
Email
Weekly success recap
Summarize saved time, queued posts, and health
In-app
Credential reminder
Ask workspace owners to refresh expiring tokens