Create engagement record and send client next steps
Create engagement record and send client next steps
Accepted engagement letters left unlogged delay billing and task setup for coordinators and advisors. You get consistent engagement records and clients receive next-step instructions same day.
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Overview
Accepted proposals often sit unprocessed, delaying billing and onboarding for small advisory teams. This flow logs each accepted engagement and auto-sends a tailored next-steps email, so coordinators can start work and clients receive instructions same day.