Founders: keep signed contacts in onboarding segment

Founders lose signed contacts in lists, so onboarding and upsell emails miss new clients. This flow adds signed contacts to the right mailing segment so marketing can launch targeted onboarding.

Overview

When signed contacts stay unsegmented, marketing misses onboarding and upsell opportunities. This workflow ensures every signed contact is tagged and moved into the onboarding/upsell segment so marketing launches targeted outreach and eliminates missed follow-ups.

Notable Features

Add signed contacts to segment
Start targeted onboarding sequences
Notify marketing of new clients