Accounting facilitators: add new clients to welcome segment

Facilitators at accounting firms miss manager welcome messages when accepted proposals aren't added to a welcome segment. This flow adds accepted clients to the right welcome segment soon after acceptance so onboarding happens promptly.

Overview

Accepted proposals that don't land in the right welcome segment create inconsistent onboarding and missed manager outreach. This workflow ensures every accepted client flows into the correct welcome segment so marketing and client success send manager-specific onboarding promptly. The transformation produces faster handoffs and far fewer missed welcome messages.

Notable Features

Add accepted clients to segment
Tag contacts by account manager
Notify marketing and client success