Training session scheduling reminder sequence

Outcome. A new customer who has not booked a product training session gets two reminder emails with a scheduling link, and if neither lands a booking, the CS owner gets a nudge to reach out personally.

Workflow map Enrollment, branches and actions at a glance customer-onboarding-024

flowchart TD
    A[Customer, Training Session Booked unknown] --> B[Send reminder 1 + set count = 1]
    B --> C[Delay 3 business days]
    C --> D{Booked?}
    D -->|Yes| E[End]
    D -->|No| F[Send reminder 2 + set count = 2]
    F --> G[Delay 3 business days]
    G --> H{Booked?}
    H -->|Yes| E
    H -->|No| I[Alert Onboarding Owner + create follow-up task]

When to use it, when not to

• UseUse it when product training is a distinct, bookable session separate from the kickoff call, and it is easy for a customer to forget to schedule it.
• UseUse it when a meeting scheduler link (HubSpot meetings or another tool) can set Training Session Booked automatically, or when the CS team updates it manually once booked.
• SkipDo not use it if training is scheduled during the kickoff call itself, there is nothing separate to remind about, fold it into customer-onboarding-002 instead.
• SkipDo not use it for self-serve/Starter-tier customers who are meant to use on-demand resources rather than live training, see customer-onboarding-025 for that path.