Business owners: start SEO onboarding for qualified clients

Business owners updating client spreadsheets miss onboarding cues, causing SEO starts to stall and expectations to slip. Trigger tailored onboarding emails so managers start work quickly and status is visible.

Overview

Missed onboarding cues delay SEO work and erode client trust. This workflow triggers tailored onboarding emails when rows qualify, updates the client status, and alerts account managers so work begins without handoff friction. The result is fewer missed starts and clear visibility into onboarding progress.

Notable Features

Send tailored onboarding emails
Update spreadsheet onboarding status
Notify account managers instantly