Add signed client to nurture list and onboarding task

Signed agreements arrive unlinked, delaying welcome emails and onboarding. It adds the contact to your nurture list and creates an onboarding task so coordinators can act same day.

Add signed client to nurture list and onboarding task

Overview

Signed agreements are the last mile of conversion — if they sit untracked, welcome sequences and onboarding stall. This flow captures the signer, adds them to your nurture audience, records them in the client sheet, and creates or updates an onboarding task so coordinators can act same day.

Add signed client to nurture list and onboarding task