Create onboarding tasks when a client signs contract

Your signed client records missing onboarding tasks leave CSMs guessing and delay revenue recognition. It creates prioritized post-signature tasks so CSMs can start onboarding same day.

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Overview

When a lead becomes a signed client, your CSMs need clear next steps immediately; without them onboarding stalls and revenue recognition can be delayed. This workflow auto-creates and assigns a standardized post-signature checklist so client success and operations can begin onboarding the client same day.