Create onboarding task and send welcome message to members
Create onboarding task and send welcome message to members
Your paid members arrive without structured intake, delaying access and manual follow-up. It sends a welcome email, creates an onboarding task, and logs the member so coordinators can act same day.
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Overview
When paid members sign up, missing intake and manual handoffs create access delays and confusion. This flow guarantees a welcome email is delivered and an internal onboarding task is created so coordinators can provision access and follow up same day.