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Create welcome client records from recruiter signups before onboarding

Create welcome client records from recruiter signups before onboarding

Your form submissions land disconnected from client records, causing duplicate entries and delayed onboarding handoffs that stall project start. Implementation specialists receive complete contact and billing records ready before onboarding kickoff.

Create welcome client records from recruiter signups before onboarding

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Create welcome client records from recruiter signups before onboarding