For accounting partners: alert ops when proposal approved

Accounting managing partners miss handoffs when proposal approvals are buried, delaying onboarding and billing. Internal alerts notify ops and schedulers so onboarding starts and tasks are assigned.

Overview

Small accounting firms lose billable days when onboarding stalls after proposal acceptance. This workflow routes approved proposals to ops and schedulers, creating onboarding tasks and channel alerts so handoffs and scheduling start without manual chasing. Firms adopting this approach see faster handoffs and fewer missed assignments.

Notable Features

Notify operations immediately on approval
Create onboarding tasks and assignments
Alert schedulers with job details