Add hired clients to survey sequence and task list

Hired clients often miss the post-hire survey and follow-up, leaving onboarding incomplete. It enrolls them to the survey list, starts follow-up, and creates tasks so you get responses within three days.

Overview

When a lead becomes hired, this flow captures their contact, starts your post-hire survey sequence, and creates owner tasks so program coordinators never miss feedback. That means responses and actionable tasks appear within three days, keeping onboarding on schedule.