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Create VIP client records for onboarding specialists before onboarding

Create VIP client records for onboarding specialists before onboarding

Your VIP signups arrive without structured details, causing delayed contracts and missed kickoff tasks. Onboarding specialists get consolidated contact and payment context so contracts and tasks are ready before onboarding begins.

Create VIP client records for onboarding specialists before onboarding

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Create VIP client records for onboarding specialists before onboarding