Add new spreadsheet signups to client onboarding campaign

Spreadsheet signups missing automated enrollment delay onboarding and leave clients without welcome context. You enroll them into onboarding automatically, starting outreach within minutes.

Overview

Stop waiting on manual copy-paste to enroll new clients into your welcome series—those delays cost momentum and reduce engagement. This flow turns spreadsheet signups into enrolled contacts and sends welcome outreach within minutes, so coaching conversations start the same day.