Add completed client records to email audience for nurture
Add completed client records to email audience for nurture
Your completed client records often sit unprocessed in your database, delaying onboarding emails and advisor readiness. Add them to your email audience so onboarding and nurture can start the same day.
Overview
Unprocessed completed client entries create friction for advisors and delay revenue-generating onboarding. This flow captures those entries into your email audience and marks records processed so campaign managers can start nurture sequences the same day.