Add new paid clients to nurture and send welcome

New client rows arrive without confirmed payment, stalling coach intake and questionnaire delivery. Enroll and welcome paying clients automatically so coaches and campaign managers can begin onboarding within minutes.

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Overview

When new signups arrive without a confirmed payment, coach intake and questionnaire delivery get stuck and momentum is lost. This flow verifies payment, enrolls the client in your engagement list, and delivers welcome messaging so coaches and campaign managers have the context they need within minutes.