Add new client orders to nurture contact list

Your online client orders often arrive without usable contact or intake context, delaying counselor follow-up. Capture each order into your outreach list so counselors can follow up same day.

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Overview

When client orders land without contact or intake context, follow-up and onboarding stall. This flow turns each qualifying order into an enriched contact and list membership so intake coordinators and counselors can initiate outreach the same day.