Create client intake record and deliver welcome packet
Create client intake record and deliver welcome packet
Your client intake forms arrive untracked, leaving agents without onboarding context or documents. You receive a standardized intake file, CRM record, and welcome email for same-day outreach.
Overview
Right after a prospect completes your intake form, this flow builds a complete client packet, creates CRM and deal records, and issues portal invites so agents have everything for outreach. That means reps can contact and onboard prospects the same day instead of hunting for documents.