Accounting facilitators enroll accepted clients into nurture sequence

Facilitators miss onboarding follow-ups when accepted clients fall through, risking weaker client retention. This workflow waits about a month then enrolls the assigned owner's new clients into a one-month nurture segment so onboarding comms start on schedule.

Overview

In accounting firms, facilitators risk weaker client retention when onboarding follow-ups are missed after proposal acceptance. This workflow captures accepted clients and enrolls those managed by the assigned owner into a scheduled one-month nurture segment, eliminating missed follow-ups and ensuring onboarding comms go out on schedule.

Notable Features

Enroll accepted clients after delay
Filter by assigned account owner
Add clients to nurture segment