Outcome. When a customer no-shows the kickoff call, they automatically get a rebooking email right away, and the onboarding owner is alerted if nothing gets rescheduled within a few days.
Workflow map
Enrollment, branches and actions at a glance
customer-onboarding-047
flowchart TD
A[Kickoff Call Status = No-Show] --> B[Send rebooking email with scheduling link]
B --> C[Wait until status = Scheduled or Rescheduled, expires 3 business days]
C -->|Rebooked in time| D[End]
C -->|Expired| E[Alert onboarding owner]
E --> F[Create personal follow-up task]
When to use it, when not to
- UseUse it alongside customer-onboarding-002 (the original scheduling email) and customer-onboarding-008 (kickoff-not-booked reminder), this fiche covers the specific case where a call was booked and then missed.
- UseUse it when whoever runs kickoff calls reliably marks a no-show on the deal, either manually or through a meeting tool integration.
- SkipDo not use it if your meeting tool has no way to distinguish "no-show" from "call happened," build that signal first, guessing from a meeting's mere existence is not reliable enough for an automated rebooking nudge.
- SkipDo not use it for internal team meetings unrelated to onboarding kickoff, scope the trigger property specifically to the kickoff call status.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.3 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.6 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
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or the customer onboarding pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
