Financial services co-founders: record welcome pack sent dates

Co-founders miss logging Welcome Pack sends, stalling onboarding and creating compliance risk. It records the sent date and enrolls contacts so onboarding advances without manual steps.

Overview

Co-founders risk stalled onboarding and compliance exposure when send dates aren't tracked. This workflow captures Welcome Pack send dates and auto-enrolls contacts into onboarding so post-send tasks run without manual follow-up. The result is fewer missed handoffs and clearer audit trails.

Notable Features

Capture welcome pack sent dates
Enroll contacts into onboarding workflows
Advance post-send operational tasks