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Create onboarding records for booked clients for coordinators before kickoff

Create onboarding records for booked clients for coordinators before kickoff

Your booking emails land in a labeled inbox, causing missed start dates and delayed handoffs. Coordinators get formatted onboarding rows with contact and kickoff time so they can prepare before the next workday.

Create onboarding records for booked clients for coordinators before kickoff

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Create onboarding records for booked clients for coordinators before kickoff