Welcome flow for new profiles (pre-booking leads)
WHAT IT IS:
An automated welcome flow that fires when a new client profile is created, including profiles created outside the booking flow. Today BLVD only creates a profile once a booking is completed.
USE CASE:
Website visitors opt in to email/SMS through a form, and Zapier creates the profile in Zenoti. Those net-new leads then get a brand story welcome email before they've ever booked.
PROSPECT:
The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)
PROSPECT BRIEF:
https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0
PRODUCT AREA (suggested):
Marketing Suite
VERBATIM QUOTES (call timestamps):
(45:34) "Opportunity to me is at least the way we define it is like a brand net new guest who hasn't booked. So like they should get like a welcome email and like that kind of automation."
(47:12) "We have an integration that someone can opt in to our email and SMS, without making a profile. And if they do that, we create that profile in zenoti."
(48:01) "I mean, we have a welcome email that gives like brand story. So… that would be something we'd need to solve for."
GONG CALL (9/23):
https://us-9385.app.gong.io/call?id=4315568283827419995
RELATED / POSSIBLE DUPLICATES:
Product (Richie Krauss, 9/24): starting discovery on marketing automations and revamping the Audience object and filters.
NOTES / INTERNAL CONTEXT:
Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.
SOURCE:
Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179