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Create kickoff and follow-up events for new clients

Create kickoff and follow-up events for new clients

Your onboarding form submissions arrive without scheduled handoffs or reminders, leaving account owners unclear on next steps and first-week outreach. Get kickoff and check-in events created same day.

Create kickoff and follow-up events for new clients

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Overview

When onboarding forms don't produce scheduled handoffs, account owners scramble and early outreach is delayed. This flow creates kickoff and follow-up events automatically so sales ops and account managers have calendar tasks ready same day, ensuring timely first-week outreach.

Create kickoff and follow-up events for new clients