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Create onboarding task and tag contact for new client

Create onboarding task and tag contact for new client

Your board enrollment changes leave onboarding items and contact tags inconsistent, delaying welcome sequences and team handoffs. Get a populated onboarding item plus marketing tag ready the same day.

Create onboarding task and tag contact for new client

Overview

Board-based enrollment changes often fail to create the intake work your coordinators need, and marketing tags lag behind enrollment. This workflow creates a populated onboarding item, tags the contact in your marketing platform, and pings the team so onboarding and nurture can start the same day.

Create onboarding task and tag contact for new client