Add new signups to onboarding and mailing lists

Your signups arrive without segmentation or onboarding invites, causing inconsistent outreach and welcome delays. Automated list adds, emails, and calendar RSVPs deliver the right welcome within hours.

Overview

Stop manual onboarding tasks that slow engagement and cause missed invites. This flow captures each signup, routes members into the right mailing segments and directory records, and books them into onboarding sessions so new consultants receive the correct welcome within hours.