Add confirmed newborn clients to nurture list and log

Your newborn bookings often miss segment entries and central records, delaying onboarding. Add them to the email segment and table so coordinators can start outreach same day.

Overview

When a newborn project moves to the confirmed retainer stage, this flow instantly adds the client to your nurture segment and logs them in a central table. That keeps campaign managers and program coordinators ready to begin onboarding and enables outreach the same day.