The Growth Suite Workflows: Real-Life Use Cases & Scenarios
A collection of practical, real-world examples showing how the Growth Suite workflows can be enabled to improve onboarding, engagement, retention, communication, and expansion—helping teams scale efficiently with automation.
Scenario 1: Improving Investor Engagement After Onboarding
Problem:
Investors sign up but don’t complete profile setup or document review.
Workflow Enablement:
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Automated reminder emails
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Task creation for internal follow-ups
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Trigger based on “Incomplete Profile” status
Outcome:
Higher onboarding completion and reduced manual follow-ups.
Scenario 2: Reducing Churn Through Proactive Outreach
Problem:
Customers stop logging in or interacting with the platform.
Workflow Enablement:
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Workflow triggered after X days of inactivity
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Automated check-in email + CSM task
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Escalation if no response
Outcome:
Early risk identification and improved retention.