Create onboarding tasks and SMS task for new client

Your onboarding bookings often lack clear next steps, leaving CSMs unprepared and clients unengaged. It assigns onboarding tasks and a quick SMS so clients and staff are ready same day.

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Overview

Onboarding calls are a crucial revenue moment but teams can miss prep and outreach without clear actions. This flow creates and assigns onboarding and SMS reminder tasks within minutes, so CSMs and closers are prepped and clients receive outreach the same day.