Add accepted proposal contacts to 30-day onboarding segment
Add accepted proposal contacts to 30-day onboarding segment
Your accepted proposals often leave new clients off onboarding lists, delaying welcome guidance. The workflow adds contacts into a 30-day onboarding segment so coordinators can start nurture same day.
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Overview
Accepted proposals can stall client momentum when contacts aren’t added to onboarding lists. This workflow captures new client contacts and enrolls them into a 30-day onboarding segment, letting program coordinators send welcome sequences same day and preserve initial engagement.