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Create and send client contracts for new leads

Create and send client contracts for new leads

Your engagement contracts arrive unsigned and untracked, slowing client onboarding and scheduling. It ensures contracts are sent and contacts updated so onboarding can start same day.

Create and send client contracts for new leads

Overview

When new client requests arrive, paperwork slows momentum and onboarding stalls. This workflow creates and sends the right engagement contract and logs the shared link in your CRM so account managers can start onboarding the same day.

Create and send client contracts for new leads