Kickoff call scheduling email sent after deal closed won

Outcome. The new customer's primary contact automatically gets an email with a booking link for the kickoff call, right after the deal closes, with no manual step from sales.

flowchart TD
    A[Deal stage = Closed Won, kickoff email not yet sent] --> B[Delay 1 hour]
    B --> C[Send Kickoff Scheduling Invite email]
    C --> D[Set Kickoff Email Sent Date]
    D --> E[Delay 5 business days]
    E --> F{Kickoff Booked known?}
    F -->|Yes| G[End]
    F -->|No| H[Create follow-up task for Onboarding Owner]

When to use it / when not to

• Use it when every closed-won deal needs a kickoff call and the booking step is currently a manual email someone forgets to send.
• Use it when the onboarding owner already has a personal or team meeting scheduling page set up.
• Do not use it for self-serve or very low-touch plans where onboarding is fully automated with no live call, exclude those with a deal property filter.
• Do not use it as a substitute for customer-onboarding-001. Run both, the handoff task is internal, this one is customer-facing.