Founder and CEO: Tag active clients when projects start

Founder and CEO misses 'able to start' status changes, leaving client readiness buried and onboarding delayed. Contacts get 'active client' tag in CRM so marketing can begin onboarding right away.

Overview

Missing 'able to start' signals delays client onboarding and stalls campaign activation for marketing-led agencies. This workflow tags and upserts contacts as 'active client' and notifies the founder, turning buried readiness signals into immediate onboarding actions so there are zero missed follow-ups.

Notable Features

Tag contacts as active client
Create or update CRM records
Notify founder and marketing