Add new booked clients to your nurture list

New booked client records sit in intake and delay welcome outreach and task assignment for your program coordinators. New clients receive welcome messaging and onboarding tasks the same day.

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Overview

When new booked clients aren't added to your nurture list, onboarding stalls and program coordinators spend hours on manual entry. This flow pushes new clients into the nurture list and tags them for onboarding, so campaign managers can engage new clients the same day.