Accounting facilitators enroll accepted clients into month-long nurture
Accounting facilitators enroll accepted clients into month-long nurture
Facilitators lose onboarding continuity when accepted clients aren't added to marketing lists, producing inconsistent welcomes. Enroll accepted clients into a one-month welcome segment after four weeks so marketing sends tailored nurture.
Overview
Accounting firms risk inconsistent onboarding when accepted clients aren't captured by marketing. This workflow ensures every accepted client is enrolled in a one-month welcome segment after four weeks, giving marketing a reliable, tailored nurture cadence and preventing missed onboarding communications. The result is consistent first-month messaging and clearer handoffs between facilitation and marketing.
Notable Features
- Add clients to welcome segment
- Delay enrollment for four weeks
- Notify marketing and assigned facilitator