Create onboarding task and send contract for new customers
Create onboarding task and send contract for new customers
Closed-sale submissions often leave contracts unsigned, delaying onboarding and billing. It sends the contract and creates an onboarding task so coordinators can start same day.
Overview
Unsigned contracts and unassigned onboarding tasks stall revenue and frustrate customers. This flow sends the correct contract template, invites customers to your course community, and creates an onboarding task automatically so coordinators can begin setup same day and signatures arrive within hours.