Add guided onboarding tag to organization records now

Your organization records miss a guided onboarding tag, leaving accounts unprioritized and adding manual work. The tag enables coordinators to start tailored outreach the same day.

Overview

When organization records lack a clear onboarding marker, accounts slip through handoffs and coordinators scramble. This flow ensures orgs are flagged for guided onboarding immediately, enabling coordinators to start outreach the same day and reduce manual triage.