For founders: keep onboarding messages visible and tracked

Founders running onboarding miss specialist form messages, causing handoff gaps. This routes each message to onboarding leads and the operations manager so follow-ups start and nothing is missed.

Overview

Founders lose onboarding momentum when specialist messages get buried in forms. This workflow delivers every specialist message to onboarding leads and the operations manager and logs it to a cohort record, eliminating missed follow-ups. Managers report faster handoffs and clearer cohort starts.

Notable Features

Notify onboarding leads and manager
Create searchable cohort message record
Flag messages for follow-up actions