Welcome email series to new customer

Outcome. New customers get a short, automatic email series over about two weeks that orients them to the product and points them to support, without a marketer sending each one by hand.

flowchart TD
    A[Lifecycle stage = Customer, series not completed] --> B[Send: Welcome email]
    B --> C[Delay 3 days]
    C --> D[Send: Getting started guide]
    D --> E[Delay 4 days]
    E --> F[Send: Meet your support resources]
    F --> G[Set Welcome Series Completed = true]

When to use it / when not to

• Use it once Lifecycle stage reliably flips to Customer at or right after signature (see customer-onboarding-048 if it does not yet).
• Use it as a light-touch complement to the human-run steps in customer-onboarding-001 and customer-onboarding-002, not a replacement for a live kickoff call.
• Do not use it for enterprise or high-touch accounts where a generic series feels impersonal, exclude those with a deal-size or plan-tier filter and send an executive-sponsor sequence instead, see customer-onboarding-023.
• Do not use it if the contact is not a marketing contact, it will not send and will silently skip, see pitfalls.