Welcome: Trial Success Plan

Hi {{first_name}},

To get clear value during trial, focus on one workflow and one measurable outcome first.

I can recommend the right setup if you share your goal.

Recommended next steps:
1) Complete {{first_action}}.
2) Invite one teammate.
3) Reply with your main goal so we can guide your setup.

I am happy to keep onboarding simple with a short priority sequence your team can execute in less than one hour.

If you want, I can send that sequence in the next message.