The Welcome Sequence is a built-in workflow template that creates a series of timed reminders after a new client connects to your practice. It ensures you follow up at the right moments during the critical first 30 days.
What It Does
Trigger: A new client accepts your invitation and connects to your practice.
Actions (default timing):
| Day | Reminder Created | Purpose |
|---|---|---|
| Day 1 | "Welcome [Client Name] — confirm they can log in" | Verify the client has access and can navigate the basics |
| Day 3 | "Check if [Client Name] has added their first policy" | Ensure they've started entering data |
| Day 7 | "Review [Client Name]'s initial setup" | Look at what they've entered and note anything missing |