Create and send client onboarding agreement after won deal
Create and send client onboarding agreement after won deal
Closed-won deals often lack signed agreements and onboarding context, delaying course access and coach scheduling. Clients receive the signed contract and welcome email so they get access same day.
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Overview
Slow paperwork after a win delays access and frustrates new clients; automating this step fixes that gap. This flow generates and sends the contract plus a welcome message immediately so program coordinators and billing staff can provision access and schedule coaching same day.