For B2B sales managers: send onboarding after contract

Sales managers in online media lose momentum when signed contracts omit next steps, stalling launches. Attach the contract and onboarding checklist so clients get clear next steps and upload required assets promptly.

Overview

Signed contracts shouldn't leave clients guessing — stalled onboarding delays campaign launches and revenue realization. This workflow delivers the signed contract plus a clear onboarding checklist and asset upload link, while logging progress in the CRM to eliminate missed follow-ups. Customers report faster handoffs and clearer next steps after implementing this flow.

Notable Features

Attach signed contract to emails
Include onboarding checklist and upload link
Update CRM with onboarding status