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Create onboarding items for trial accounts for coordinators before billing

Create onboarding items for trial accounts for coordinators before billing

Your trial account updates arrive untracked, causing missed billings and stalled client setups. Coordinators and billing staff receive organized onboarding items so revenue and setups complete before the next billing run.

Create onboarding items for trial accounts for coordinators before billing

Create onboarding items for trial accounts for coordinators before billing